FuturePoint Wealth Advisors focus on building lasting relationships with individuals who have strong values and want to work with a team that can give them more confidence in their financial lives.

We are dedicated to building both personal and professional relationships with our clients. We understand that clients want to work with a team of financial advisors who are not only knowledgeable, confident, and optimistic, but who genuinely care about clients and their goals.

FuturePoint Wealth Advisors’ mission is to help improve the lives of our clients and community by providing financial advice with integrity and a commitment to outstanding service.

Our advisors

Stan Leavitt

CFP®, CRPC

Private Wealth Advisor

Managing Director
Learn more about Stan Leavitt Visit Stan Leavitt's website

David Pratt

Private Wealth Advisor

Managing Director
Learn more about David Pratt Visit David Pratt's website

Steve Harris

CFP®

Private Wealth Advisor

Vice President
Learn more about Steve Harris Visit Steve Harris's website


Our 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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