Our Team

Nick H. Meyers, Philip R. Stern, John W. Dennis, Ryan Guss, Judy Zarzatian, Jessica Smith

Striving to empower clients everyday.

Life can be unpredictable, and even the most determined among us face challenges. At WealthPilot Financial, we help clients prepare for the unforeseen circumstances that life presents. Our experienced Wealth Management Strategists assist clients in finding their own financial horizon. We help empower those we serve with the ability to come in for a soft landing, regardless of the complexities faced personally, professionally or by happenstance. At Wealth Pilot Financial, we embrace the opportunity to be your financial guide on the adventure of life. Let our proven team and track record help you face the future with confidence.

Our Services

Retirement Planning

There are many life changing events that happen over the course of one’s life. The typical milestones of getting married, buying your first home, educating children, or supporting grandchildren all come to mind.

Retirement Planning

Investment Planning

At Wealth Pilot Financial, our approach to investment planning involves an analysis of your current position in order to give us a starting point to move forward from. We know that achieving meaningful and long lasting financial independence requires sound investing.

Investment Planning

Estate Planning

To deliver the integrated and robust solutions that have become our benchmark, we must first assist you with a financial independence analysis. This initial phase of our process allows us to take an in-depth look at the efforts you have made thus far to prepare for your retirement or ability to pursue a passion.   

Estate Planning

Business Planning

If you are a business owner, your business is probably the most valuable asset you own. Many business owners are perplexed by the challenge of exiting their company. For most it represents the lion’s share of their wealth, but it is illiquid and the exit process can be intimidating.

Business Planning

Risk Management

At WealthPilot Financial, we believe that an important part of building wealth is protecting wealth. Insurance provides a crucial defense from life’s uncertainties, and can provide clients with a sense of security that their loved ones will be protected.

Risk Management

Tax Reduction Strategies

The amount you earn isn’t nearly as important as the amount you retain, which is why tax reduction strategies should play a major role in your wealth management.

Tax Reduction Strategies

Charitable Planning

Family philanthropy provides an opportunity to explore financial issues in a context that reflects family values and teaches the responsible use of money. It transforms charitable giving from being passive to active. Philanthropic planning is very personal.

Charitable Planning

Education Funding

Providing funds for a child’s education is one of the most important financial commitments most parents will make. Unfortunately, the cost of providing a higher education is soaring. For most parents, developing a plan for meeting education expenses has become essential.

Education Funding

Our Team

Nick H. Meyers, CFP^®, AEP, CBEC – Partner & Wealth Strategist

As the Founder of WealthPilot Financial (WPF), Nick has spent his entire professional career working to empower clients to achieve their ideal future, while operating within their means regardless of the economic climate.

Philip R. Stern, CPA*, CFP^®, CRPC^®, MBA – Partner & Wealth Strategist

Philip R. Stern is a Wealth Strategist affiliated with WealthPilot Financial (WPF). With over 24 years of experience assisting clients in the application and implementation of their financial plans, he is an integral member of WPF’s multi-faceted team.

John W. Dennis – Director, Planning & Operations

John W. Dennis is the Director of Planning & Operations for WealthPilot Financial (WPF). In his role John is responsible for the overall infrastructure and ongoing functionality of the firm. It is John’s responsibility to marry the needs of the clients on an integrated basis with the advice and services the firm delivers.

Ryan Guss, CFP^® – Wealth Strategist

Ryan Guss is a Wealth Strategist for WealthPilot Financial (WPF). Ryan utilizes his extensive knowledge in financial planning, portfolio construction, income taxation, and estate planning to empower clients to be confident about their future.