Our Team
Curt Pilkington
Partner & Investment Adviser Representative
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...
Cindy Pilkington, CLTC®
Partner & Insurance Agent
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...
Shanan Doherty
Partner & Investment Adviser Representative
shanan@pilkingtonfinancial.com
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,...
Derek Pilkington, CFP®, CDFA®
Partner & Investment Adviser Representative
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...
Sandy Zimmerman
Insurance Agent
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...
Becky Bohler
Client Relationship Manager
Michele Carabello
Client Services Coordinator
michele@pilkingtonfinancial.com