Mark brings over two decades of experience in financial planning, asset management, and insurance consulting to the firms.
With a focus on client service, the firms have serviced more than 2,000 clients since its inception in 2004. For Mark, success is about taking care of the client's needs and helping them to create a plan to fit their goals. The firm acts as a team to help families work toward their financial dreams. Our goal is to guide each client into a well-planned retirement, help them save and invest money, and protect their families from financial challenges.
Mark grew up northeast of Philadelphia and earned his bachelor’s degree from the Pennsylvania State University. His background includes experience with other firms, such as Prudential Financial, Aspen Financial Planning Group, and Neil Garing Insurance.
A private pilot, Mark also enjoys mountain biking, backpacking, golfing, snowboarding, and traveling the world with his amazing wife Karen.
Katie was born on Staten Island, New York. After majoring in Elementary Education at the University of Florida, she moved to the Roaring Fork Valley, where she has lived since 1984. Katie worked as the office manager and bookkeeper for the law firm of Kaufman & Peterson for 25 years before joining Devlin Financial Services. She is the mother of Alicia Lord and Ryan Leto, and wife to Jonathan Fightlin.
Katie is focused on individual health insurance, Medicare, and Medicare prescription coverage.
Passionate about animals, Katie is a volunteer ‘virtual home checker’ for Big Bones Canine Rescue and is an ardent supporter of multiple animal rescues in Colorado.
In her spare time, Katie enjoys photography, spending time with her family, and hiking with Jonathan and their dogs, Buddy and Que Pasa.
Katie Leto Fightlin is not registered with SagePoint Financial, Inc.
Fordy grew up north of Boston and graduated from the University of Vermont in 2006. After graduation his Spanish studies took him to Costa Rica for 18 months where he ran several production facilities. Growing tired of the hot weather, he returned stateside and settled in Aspen.
Since then, Fordy worked with various non-profits such as the Aspen Valley Ski Club and the Buddy Program. He was the head coach for the Aspen High School Alpine Ski Team.
Fordy has a great interest in the outdoors and can often be found skiing, mountain biking, hiking and fishing, and occasionally lets his wife and three children tag along.
Mark Sinkinson is not registered with SagePoint Financial, Inc.
Lisa joined the team at Devlin Financial in July 2016. Since then, she has enjoyed working one on one with local businesses and their employees to create benefit packages that fit both the employer's and employees' needs and budgets. She has a passion for working with employers and employees alike, providing administrative support, managing and understanding their benefits, assisting with the onboarding process, claims, billing, and any other needs or concerns they may have. Because of this role, she has gotten to know her clients well and enjoys running into them around town.
In the fall of 2019, Lisa relocated and opened our first Front Range office in Fort Collins. She is very excited to get to know the community here and support its local businesses, the way she has done over her last five years in the Roaring Fork Valley.
When Lisa is not supporting her clients both in the Roaring Fork Valley and in Fort Collins, she enjoys spending time with her family, friends, and of course, her beloved Plott Hound, Birdie, rafting, hiking, and camping.
Lisa Ouellette is not registered with SagePoint Financial, Inc.
Nick holds a Bachelor of Science in Business Administration.
Nick has a passion for data science and economics. His approach to investment management combines quantitative analysis with macroeconomic factors. He is also a CFA level 1 candidate.
He manages assets for both individuals and group retirement plans. He holds the CPFA designation and helps employers select the appropriate type of retirement plan for their business.
Kendra joined the team in July 2020 with the expansion to the Front Range. A native of Fort Collins, she is thrilled to be a part of the company's growth to her hometown and the surrounding areas.
Kendra has more than 10 years of experience in administrative support and 6 in the medical industry. She understands well the ins and outs of how claims process through health insurance, and enjoys helping clients succeed in navigating the complexities of working with insurance. She takes a positive, problem-solving approach to difficult situations to try and make things better for all involved.
Kendra has a passion for the Colorado mountains, and graduated from Fort Lewis College in Durango with a Bachelor of Arts in Anthropology and minors in Environmental Studies & Spanish. She is fluent in Spanish and has lived in both Ecuador and Costa Rica. Kendra spends her weekends hiking, biking, and spending time with her family at Horsetooth, up the Poudre Canyon, and out in nature as much as possible.
Kendra Pille is not registered with SagePoint Financial, Inc.
Growing up in Atlanta, Georgia, Evan attended the University of Georgia and received a degree in Finance while also having a passion for insurance. Joining the team in August 2020, Evan began working as a Property Casualty Consultant and is eager to work. Since his start, Evan has enjoyed working with clients, expressing the importance of his availability to them, and listening attentively to their goals.
Evan has a respect for the environment and its beauty. In addition to Finance, he studied Environmental Sustainable Development in New Zealand and Australia while in college. Citing many similarities with New Zealand, he is beyond thrilled to experience Aspen and the Roaring Fork Valley while also being proactive with the local environment.
Evan Montalbano is not registered with SagePoint Financial, Inc.