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Our Team

Curt Pilkington

President & Investment Adviser Representative

(970) 522-6836 x2400

[email protected]

Curt is the founder of Pilkington Financial Services Ltd. As an Investment Adviser Representative with SagePoint Financial, Inc., he provides investment management and financial planning, allowing his clients to enjoy more time with...
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Cindy Pilkington, CLTC®

Vice President & Insurance Agent

(970) 522-6836 x2600

[email protected]

Cindy is a licensed insurance agent, specializing in Health Insurance, Senior Products and is a Certified Long Term Care Consultant. She is an active member of CASHU, an association of health insurance brokers. Cindy is a Sterling...

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Shanan Doherty

Vice President & Investment Adviser Representative

(970) 522-6836 x2700

[email protected]

Shanan is an Investment Adviser Representative with SagePoint Financial, Inc. She earned her degree in Business Administration from the West Texas A&M University in 2000. She began her career with a firm in Amarillo, Money Methods,...

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Derek Pilkington, CFP®

Vice President & Investment Adviser Representative

(720) 278-7790 x2900

[email protected]

Derek is an Investment Adviser Representative with SagePoint Financial, Inc. He earned his degree in Accounting from the University of San Diego. While in college, Derek played baseball and football, and was a defensive captain for the...
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Sandy Zimmerman

Insurance Agent

(970) 522-6836 x2500

[email protected]

Sandy has been with Pilkington Financial Services since 1998. She maintains a Colorado Insurance Producers License, specializing in Group & Individual Health, Life, Disability, and Senior products. As a resident of Castle Rock, Sandy...

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Becky Bohler

Client Relationship Manager

(970) 522-6836 x2400

[email protected]

Becky obtained her Bachelors in Business Finance degree from Regis University and joined Pilkington Financial Services, Ltd in 1997. Becky's work at Pilkington Financial is primarily focused on client relations and assistance with...
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Michele Carabello

Client Services Coordinator

(970) 522-6836 x2300

[email protected]

Michele Joined the Pilkington Financial team in May of 2017 as our Client Service Coordinator. Michele brings over 20 years of professional service to the team. She is originally from the Denver Colorado area, but now resides in...
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