Greg Durivage founded Pilot Wealth Advisors in 2014 with a vision to build a planning-focused practice centered on relationships, trust, and thoughtful financial guidance. As a CERTIFIED FINANCIAL PLANNER™ professional, Greg is passionate about helping individuals, families, and business owners make confident financial decisions and align their resources with what matters most to them.

Greg’s interest in entrepreneurship began early. Growing up with a father who owned his own business, he developed a deep appreciation for hard work, independence, and the responsibility that comes with serving others. After graduating from Miami University with a Bachelor of Science in Finance, Greg realized that starting his own advisory practice would allow him to combine his passion for entrepreneurship, financial planning, and helping others succeed.

Over the years, Greg has built his practice around the belief that financial planning should be personal, intentional, and ongoing. He takes pride in building long-term relationships with clients and guiding them through important financial decisions at every stage of life. Greg often shares that one of the most rewarding parts of his work is seeing clients gain clarity and confidence as they accomplish goals that once felt uncertain.

Outside of the office, Greg enjoys spending time with his wife, Courtney, and their two sons, Jettson (Jett) and Daxton (Dax). Much of their free time is spent making memories with family and friends, traveling when possible, and staying active outdoors.

Before launching his career in financial planning, Greg competed in motocross for many years and raced professionally from 2008 to 2018. While his hobbies are a bit tamer these days, he still enjoys staying active through cycling, golfing, snowboarding, and watersports.

Angela (Angie) joined Pilot Wealth Advisors in 2022 and plays an essential role in creating a smooth and positive experience for every client we serve. As Office Manager, she is often the first person clients connect with, whether they are visiting the office, calling in, or preparing for upcoming meetings.

Angela oversees client scheduling, outreach, and follow-up, helping ensure that each step of the planning process runs efficiently. She also plays a key role in coordinating client events, supporting our service model, and helping gather the information needed to keep financial plans moving forward.

Clients appreciate Angela’s attention to detail, responsiveness, and genuine care. She takes great pride in making sure every interaction reflects the high level of service our clients expect, and her dedication helps ensure our office operates smoothly each day.

Reed Geiger joined Pilot Wealth Advisors in August 2025 and plays an important role in supporting the planning and client service experience. As an Associate, Reed works closely with Greg and participates in client meetings to help ensure every detail is captured and each client receives thoughtful, attentive support.

Reed assists with preparing for meetings, coordinating follow-up communication, and helping clients stay organized throughout the planning process. His attention to detail and responsiveness help ensure recommendations are implemented efficiently and clients feel supported every step of the way.

Reed is fully licensed and holds his Series 7 and Series 66 securities licenses, along with Life and Health Insurance licenses. He is passionate about continuing to grow in his role and developing meaningful relationships with clients while helping deliver the high level of service Pilot Wealth Advisors is known for.

Nathaniel (Nate) Francis joined Pilot Wealth Advisors as an Intern in June 2025 while completing his Bachelor of Science in Business Administration with a specialization in Finance at Bowling Green State University. After graduating in May 2026, Nate joined the team full-time as an Associate Financial Advisor, where he works alongside Greg to support clients throughout the financial planning process.

Nate participates in client meetings, assists with plan development, and helps ensure clients receive timely communication and exceptional service. He is committed to building meaningful relationships with clients and helping individuals and families make informed financial decisions with confidence.

Nate holds his Life and Health Insurance licenses, along with his Securities Industry Essentials (SIE), Series 7, and Series 66 securities licenses. He is currently pursuing his Master's degree while continuing to grow his career at Pilot Wealth Advisors.

Ian Cole serves as an Associate and plays a key role in the development of the comprehensive financial plans created for clients at Pilot Wealth Advisors. As a CERTIFIED FINANCIAL PLANNER™ professional with extensive experience in financial planning, Ian helps ensure that every recommendation is thoughtful, detailed, and aligned with each client’s goals.

Ian works closely behind the scenes to analyze financial information, organize planning data, and develop the written recommendations that form the foundation of each client’s financial plan. His attention to detail and deep planning knowledge help ensure that every strategy is carefully considered before being presented to clients.

Greg oversees the planning process and works closely with Ian to review recommendations, make refinements, and ensure each plan reflects the personalized guidance and high standards clients expect. Together, this collaborative approach allows Pilot Wealth Advisors to deliver comprehensive, high-quality financial planning in an efficient and consistent manner.

Amberlee supports the financial planning process by assisting with the detailed preparation and organization of client financial plans. As an Insurance Office Professional, she works closely with Ian and Greg to help ensure planning data is accurately entered, organized, and reviewed as part of the overall planning process.

Amberlee plays an important role in helping build and refine the financial plans developed for clients, including reviewing plan details and supporting the preparation of written recommendations. Her attention to detail helps ensure that each plan is carefully prepared and reflects the high standards of accuracy and quality our clients expect.

Working behind the scenes, Amberlee contributes to the consistency and reliability of the planning process, helping ensure that every client receives thoughtful and well-prepared financial guidance.