Our History

Today’s Pilot Financial was formed in 2001, but the company’s lineage can be traced back to the turn of the twentieth century, when three small firms began to put their marks on the fledgling financial services industry.

The financial services industry experienced dramatic changes in the 1990’s. Increasing regulation, new distribution channels, niche marketers, consolidation and changing consumer preferences forced planners and providers to expand their offerings to remain nimble.

But expanded products and services meant more complexity. Roger Seigler recognized that small financial services businesses needed support and established Pilot Financial. Structured and staffed specifically for entrepreneurs, Pilot molds their services to the independent’s business model. No template. No standard list of services.

Today Pilot Financial continues to help professionals navigate turbulent waters regardless of their business mix with strategic planning, coaching, and the technical compliance and administrative assistance to help them succeed.