FuturePoint Wealth Advisors

FuturePoint Wealth Advisors is a private wealth advisory practice of Ameriprise Financial Services, LLC, which focuses on building lasting relationships with individuals who have strong values and want to work with a financial advisor that can help give them more confidence toward their financial future. The entire group is dedicated to relating to clients on both a personal and a professional level. They understand that clients want to work with someone who is not only knowledgeable, confident and optimistic, but who also genuinely cares about them and their goals.

FuturePoint Wealth Advisors seeks to bring more stability to clients’ financial lives by utilizing a process that helps clients understand the nature of investment risk and determine how much risk may be necessary to meet their financial goals. The planning process starts with a series of meetings designed to understand each client’s needs and goals. After crafting a financial plan, the team works to develop investment strategies that reflect the client’s risk, time horizon and income needs. The implementation process utilizes a strict investment discipline approach in order to help keep client portfolios in line with their overall financial goals.

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Team photo for FuturePoint Wealth Advisors
Team photo for FuturePoint Wealth Advisors

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Advisors

Steve Harris

CFP®

Private Wealth Advisor

Vice President
Visit Steve Harris's website

Stan Leavitt

CFP®, CRPC

Private Wealth Advisor

Managing Director
Visit Stan Leavitt's website

David Pratt

Private Wealth Advisor

Managing Director
Visit David Pratt's website


Team

Samantha Barrett

Samantha Barrett

Registered Client Service Associate

Qualifications

  • Samantha has been in the Financial industry for 4 years and joined FuturePoint Wealth Advisors in December of 2019
  • FINRA Series 7 – General Securities Representative
  • FINRA Series 66 - Uniform Combined State Law

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Jordana Lokken

Jordana Lokken

Registered Client Service Associate

Qualifications

  • Jordana has been in the financial industry for 23 years and joined FuturePoint Wealth Advisors in June of 2021

  • FINRA Series 7 – General Securities Representative
  • FINRA Series 63 – Uniformed Agent State Law Examination
  • FINRA Series 65 – Uniformed Investment Advisor Law Examination
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Colin Simpson

Colin Simpson

Lead Registered Client Service Associate

Qualifications

  • Colin has been in the Financial industry for 11 years and joined FuturePoint Wealth Advisors in September of 2021

  • FINRA Series 7 – General Securities Representative
  • FINRA Series 63 – Uniformed Agent State Law Examination
  • FINRA Series 65 – Uniformed Investment Advisor Law Examination
  • CA Life and Annuity license 0J16340
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