Providing Clarity and Confidence for Individuals and Business Owners
At Pilot Wealth Advisors we are passionate about helping people live a life of meaning and achieving what’s most important to them. We get to know each client’s goals, values, and holistic financial picture so we can layout a roadmap for success and provide clarity and confidence around their future.
Pilot Wealth believes money is a tool, and if used effectively, can help you accomplish what you want in life. Whether it be freeing up time to spend with family/friends, traveling the world, living the retirement of your dreams, purchasing your dream home, or providing for your family, we can help.
We're constantly faced with decisions in life that leave a lasting impact, even if it doesn't seem like it in the moment, and we have the choice to make that impact positive or negative. Our team uses our expertise to educate client’s so they can make informed decisions that have a positive impact.
Dedicated planning should be an ongoing process, not a product. Pilot Wealth takes each client through a personalized process to develop a plan that covers:
- Improving Current Financial Picture
- Goal Planning
- Investment Planning
- Protection Planning
- Tax Planning
- Retirement Planning
- Estate Planning
- Business Planning
Meet Our Team
Greg is the founder and lead advisor of Pilot Wealth. He started his business in 2014 after realizing the love he had for planning. His dad has been a business owner his entire life and Greg was always drawn to his drive to be an entrepreneur. So much so that it made him want to start his own business. After graduating from Miami University with a Bachelor of Science in Finance, he realized that starting a advisory practice was the perfect way to blend his love for entrepreneurship, finance, and helping others. Now that he has been doing this for quite some time, Greg comments "I can truly say there is nothing more rewarding than helping people accomplish their goals."
On a personal note, Greg has a growing family. He is married to his beautiful wife, Courtney. They have two sons: Jettson (Jett) who is almost 2, and Daxton (Dax) who is 3 months. They spend the majority of their free time making memories with family and friends, and traveling when they can. Greg grew up racing motocross and raced professionally from 2008-2018. Nowadays his hobbies are a bit tamer, but he still enjoys staying active and spending time outdoors cycling, golfing, snowboarding, and watersports.
- State(s) Licensed
- AL, AZ, CO, FL, IA, IN, KY, MI, MN, NC, OH, PA, RI, TX, WI,
Angela has been with Pilot Wealth Advisors and Greg's Administrative Assistant since 2022. She's amazing at creating positive client experiences and is the main point of contact for all our clients.
Emily is our lead paraplanner. She handles plan writing, meeting prep, financial analysis, and helps client data stay organized. Emily is currently studying for her CFP® certification.
Director of Planning
Amberlee helps support Emily in inputting data for financial analysis and building financial plans. She is also integral in helping prep for all Greg's meetings with clients.
Meeting Preparation Administrator
Heidi helps prepare financial forms and new account applications to be sent to clients.
Application and Document Administrator