FuturePoint Wealth Advisors

Our team is proud to provide a breadth of experience, specialized financial knowledge, and elevated level of service to all our clients. We work collectively to serve your goals and help you meet your financial future with more confidence.



Advisors

Stan Leavitt, Private Wealth Advisor serving the Roseville, CA area - Ameriprise Advisors

Stan Leavitt

CFP®, CRPC®

Private Wealth Advisor

Managing Director
Visit Stan Leavitt's website
David Pratt, Private Wealth Advisor serving the Roseville, CA area - Ameriprise Advisors

David Pratt

Private Wealth Advisor

Managing Director
Visit David Pratt's website
Steve Harris, Private Wealth Advisor serving the Roseville, CA area - Ameriprise Advisors

Steve Harris

CFP®, APMA®

Private Wealth Advisor

Associate Vice President
Visit Steve Harris's website

Team

Samantha Barrett

Samantha Barrett

Client Service Associate

Qualifications

  • Sam has worked in the financial industry for 4 years and joined FuturePoint Wealth Advisor in December of 2019
  • FINRA Series 7 – General Securities Representative
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Jordana Lokken

Jordana Lokken

Registered Client Service Associate

Qualifications

  • Jordana has worked in the financial industry for 19 years and joined FuturePoint Wealth Advisor in June of 2021
  • FINRA Series 7 – General Securities Representative
  • FINRA Series 63 – Uniform Securities Agent State Law Examination
  • FINRA Series 65 - Uniform Investment Advisor Law Examination
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Colin Simpson

Colin Simpson

Registered Client Service Associate

Qualifications

  • Colin has worked in the financial industry for 10 years and joined FuturePoint Wealth Advisor in September of 2021
  • FINRA Series 7 – General Securities Representative
  • FINRA Series 65 - Uniform Investment Advisor Law Examination
  • California Life Variable Annuity License
  • MBA from Grand Canyon University
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