Pilothouse Wealth Planning

Great financial planning starts with understanding you — and it doesn’t stop there. When you work with us, you’re supported by a team with different strengths, perspectives and experience. This approach brings broader insight, steady support and people you can rely on even as life - and markets - change. You receive thoughtful advice and a team that’s truly invested in helping you feel confident about where your money can take you.


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Team photo for Pilothouse Wealth Planning
Team photo for Pilothouse Wealth Planning

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Advisors

Advisor photo for Michael McEntee

Michael McEntee

CFP®, BFA, CRPC, CEPA®

Private Wealth Advisor

Managing Director
Visit Michael McEntee's website
Advisor photo for Eric Ellis

Eric Ellis

CFP®, CRPC, CLTC®, APMA®, CEPA®

Private Wealth Advisor

Managing Director
Visit Eric Ellis's website
Advisor photo for Brian Caldwell

Brian Caldwell

CRPC

Private Wealth Advisor

Managing Director
Visit Brian Caldwell's website
Advisor photo for Leilani Germain

Leilani Germain

CFP®, BFA, CRPC, APMA®, CDFA®

Private Wealth Advisor

Managing Director
Visit Leilani Germain's website
Advisor photo for Herb Hollender

Herb Hollender

Financial Advisor

Vice President
Visit Herb Hollender's website
Advisor photo for Steve Benak

Steve Benak

CRPC

Associate Advisor

Chartered Retirement Planning Counselor™
Visit Steve Benak's website
Advisor photo for Katrina Marie Quispe

Katrina Marie Quispe

Associate Advisor

Visit Katrina Marie Quispe's website
Advisor photo for Mark Balfour

Mark Balfour

Registered Practice Associate

Visit Mark Balfour's website
Advisor photo for Marianne Daubert

Marianne Daubert

Registered Practice Associate

Visit Marianne Daubert's website


Team

Andrea Fiore

Andrea Fiore

Registered Client Service Associate

Shivam Mazumder

Shivam Mazumder

Client Service Associate,

Operations Specialist
Erin Woods

Erin Woods

Registered Client Service Associate,

Marketing Specialist