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 is a CERTIFIED FINANCIAL PLANNER™ practitioner. He graduated with a Bachelor of Science in Business Administration. He holds a series 66, series 7, and insurance licensing.
Nick has a passion for data science and economics. His approach to investment management utilizes a top-down approach to analyze macroeconomic factors, economic sectors, and individual companies. He provides ongoing analysis and portfolio management for clients on our wealth management platform.
He manages assets for both individual and group retirement plans. He holds the CPFA designation and helps employers select the appropriate type of retirement plan for their business.