Pilothouse Wealth Planning

Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.


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

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Advisors

Eric Ellis

CFP®, CRPC, CLTC®, APMA

Private Wealth Advisor

Managing Director
Visit Eric Ellis's website

Brian Caldwell

Financial Advisor

Private Wealth Advisor
Visit Brian Caldwell's website

Leilani Germain

CFP®

Private Wealth Advisor

Vice President
Visit Leilani Germain's website

Michael McEntee

CFP®, BFA, CRPC

Private Wealth Advisor

Managing Director
Visit Michael McEntee's website

Katrina Marie Quispe

Registered Practice Associate

Visit Katrina Marie Quispe's website

Steve Benak

Associate Advisor

Visit Steve Benak's website


Team

Marianne Daubert

Marianne Daubert

Registered Practice Associate,

Practice Manager
Mark Balfour

Mark Balfour

Registered Practice Associate

Erin Woods

Erin Woods

Registered Client Service Associate,

Marketing Specialist
Shivam Mazumder

Shivam Mazumder

Client Service Associate,

Operations Specialist