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Our Team

Curt Pilkington

Partner & Investment Adviser Representative

(970) 522-6836 x2400

curt@pilkingtonfinancial.com

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®

Partner & Insurance Agent

(970) 522-6836 x2600

cindy@pilkingtonfinancial.com

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

Partner & Investment Adviser Representative

(970) 522-6836 x2700

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,...

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Derek Pilkington, CFP®, CDFA®

Partner & Investment Adviser Representative

(720) 278-7790 x2900

derek@pilkingtonfinancial.com

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

sandy@pilkingtonfinancial.com

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

becky@pilkingtonfinancial.com

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

michele@pilkingtonfinancial.com

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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