Our Team
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.
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 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 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 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.
Securities: Arizona, California, Colorado, Connecticut, Delaware, Florida, Georgia, Illinois, Kansas, Massachusetts, Maryland, Michigan, New Mexico, North Carolina, New Jersey, New York, Ohio, Pennsylvania, South Carolina and Texas
Investment Advisory services offered in New Jersey, North Carolina, Pennsylvania and Texas.
Insurance: Arizona, Delaware, Florida, Illinois, Massachusetts, Maryland, Michigan, North Carolina, New Jersey, New Mexico, New York, Pennsylvania, South Carolina,Texas
Unless otherwise identified, Associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer and a registered investment advisor. Member SIPC. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at www.LFG.com.
See Lincoln Financial Advisors (LFA’s) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFA offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFA’s Forms ADV, Part 2A, which describe LFA’s investment advisory services, Regulation Best Interest Disclosure Document, which describes LFA’s broker-dealer services, and other client disclosure documents can be found here.
