At FuturePoint Wealth Advisors, we believe that strong values build strong futures.


We work with individuals who seek more than just financial guidance—they want a relationship with a team that helps brings clarity, confidence, and care to every step of their financial journey.

Our commitment goes beyond numbers.

We cultivate meaningful personal and professional relationships, grounded in integrity and a genuine understanding of our clients’ financial goals. Our advisors are not only knowledgeable and optimistic—they’re deeply invested in helping clients thrive.

Our mission is simple yet powerful:
To enrich the lives of our clients and our community by delivering thoughtful financial planning advice with unwavering integrity and outstanding service.

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Team photo

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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

Tyler Charrette

APMA®

Financial Advisor

Learn more about Tyler Charrette Visit Tyler Charrette's website


Our team

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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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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Ty Reehil

Ty Reehil

Registered Client Service Associate

Qualifications

    • Ty has been in the Financial industry for 6 years and joined FuturePoint Wealth Advisors in April of 2025
    • FINRA Series 7 – General Securities Representative
    • FINRA Series 63 – Uniformed Agent State Law Examination
    • CA Life and Annuity license 0L05418
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