Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.

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

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Our advisors

Advisor photo for Eric Ellis

Eric Ellis

CFP®, CRPC, CLTC®, APMA®, CEPA®

Private Wealth Advisor

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

Michael McEntee

CFP®, BFA, CRPC, CEPA®

Private Wealth Advisor

Managing Director
Learn more about Michael McEntee Visit Michael McEntee's website
Advisor photo for Brian Caldwell

Brian Caldwell

CLTC®, CRPC

Private Wealth Advisor

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

Leilani Germain

CFP®, BFA, CRPC, APMA®, CDFA®

Private Wealth Advisor

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

Herb Hollender

Financial Advisor

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

Steve Benak

CRPC

Associate Advisor

Chartered Retirement Planning Counselor™
Learn more about Steve Benak Visit Steve Benak's website
Advisor photo for Mark Balfour

Mark Balfour

Registered Practice Associate

Learn more about Mark Balfour Visit Mark Balfour's website
Advisor photo for Marianne Daubert

Marianne Daubert

Registered Practice Associate

Learn more about Marianne Daubert Visit Marianne Daubert's website
Advisor photo for Andrea Fiore

Andrea Fiore

Registered Practice Associate

Learn more about Andrea Fiore Visit Andrea Fiore's website


Our 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