Choosing a financial advisor is a deeply personal decision. Beyond credentials and track records, you’re choosing someone to be a trusted partner through the most important financial moments of your life. We think you should know who’s in your corner.

 

JASON LESHManaging Principal 503-260-0108 jason@pilotwm.com

JASON LESH

Jason is Pilot’s Managing Principal and the firm’s relationship anchor. A big-picture thinker with hard-won experience across corporate roles, entrepreneurship, and everything in between, he has a rare ability to make complex financial situations feel clear and manageable. Jason genuinely believes his success only comes from yours — and it shows in how he works.

Managing Principal
503-260-0108
jason@pilotwm.com

 
NICK FISHERPortfolio Manager 503-330-5039 nick@pilotwm.com

NICK FISHER

Nick is Pilot’s Portfolio Manager and, simply put, an investment research obsessive. He brings a depth of knowledge — from macroeconomic trends to individual company fundamentals — that forms the analytical backbone of every investment decision we make. Based outside Portland in Sherwood, deliberately away from Wall Street’s noise, Nick brings a grounded, independent perspective that clients trust.

Portfolio Manager
503-330-5039
nick@pilotwm.com