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Meet the Team

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David Baratta has worked in the financial services industry for over 30 years. In his career he has managed portfolios for a variety of clients including pension plans, endowments, mutual funds and affluent families. David has overseen asset allocation models and researched hundreds of companies across numerous sectors and industries. He has published on companies, economics, and industry trends as well as made guest appearances on CNBC and CNN. Waypoint Capital Advisors uses his experience and knowledge as a complimentary skillset and perspective to assist clients in reaching their goals.

Outside of Waypoint Capital Advisors

David grew up in Maine where he developed a love for boating on the ocean and lakes. He worked in New York City for approximately 20 years, then spent 13 years working in the San Diego area and now resides in Phoenix, AZ. David is involved in several charities and currently sits on the executive committee of The Legacy Foundation, a San Diego based organization which raises funds for a variety of deserving charities. In his free time he enjoys boating, fishing and belongs to Baltusrol Golf Club in New Jersey and South Shore Golf Club at Lake Las Vegas.

Full Bio

 

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Jon Kennedy has enjoyed the academic nature of the financial services industry, obtaining both his Certified Financial Planner ™ designation as well as his Masters in Science in Financial Services degree. Jon spent the last eleven years working with complex financial and family issues at one of the top 50 RIA offices in the country. Jon’s ability to assimilate advanced planning techniques he has mastered, to the nuances of real life situations that are unique to each client, creates an optimal client experience for all the individuals and families with whom he works.

Outside of Waypoint Capital Advisors

Jon is actively engaged in various groups such as The Society of Financial Service Professionals, Mt. Olivet Lutheran Church, and Children's Hospital and Clinics of Minnesota Legacy Advisor's Group. When not busy with work and other professional engagements, Jon and his wife Nikki live in Medina and enjoy time with their two young children.

Full Bio

 

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Mark Pletts has been in the financial services industry since the early ‘80s. Mark has worked for several large Wall Street money managers in the distribution area which allowed him to see the inside of some of the top advisory firms in the United States. It is this skill set that he brings to help Waypoint Capital Advisors build a firm that is client centric. Mark has extensive investment expertise and enjoys helping families think through generational communication issues.

Outside of Waypoint Capital Advisors

Mark is an active member of Westwood Community Church and lives in Chanhassen with his wife Sarah. He is on the board of "Matter", a non-profit that takes corporate surplus and distributes it to families in need, locally and around the world. Mark mentors his two sons and helps them navigate the ever changing job market. In his spare time, Mark sits on committees at Hazeltine National Golf Club which hosted the Ryder Cup in 2016.

Full Bio

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Colin Watkins serves as an Associate Wealth Manager at Waypoint Capital Advisors. In this role, he works in close coordination with the team in all aspects of planning and portfolio management. Prior to joining Waypoint, Colin was part of the advisory team at top local RIA firm for just over five years. During this time he earned his Certified Financial Planner® designation.

Outside of Waypoint Capital Advisors

Colin and his wife Hillary live in South Minneapolis and enjoy all of the outdoor activities that the city has to offer. In particular, they enjoy cycling together, and have participated in the National Multiple Sclerosis Society's "MS 150 Ride" from Duluth to White Bear Lake each year since 2016. They are active members at Christ Church Lutheran in the Longfellow neighborhood of Minneapolis, where Colin serves on various committees as well as the church council.

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Sydney Spragg joined Waypoint Capital Advisors in the fall of 2017 as the Executive Assistant. Her experience includes time as a Client Service Assistant / Marketing Director for an independent advising firm in Georgia before making the move to Minneapolis. Sydney found her passion for financial services while working in the small, family office sector and intends to work toward furthering her education in financial planning while maintaining her dedication to client service and operations.

Outside of Waypoint Capital Advisors

Sydney and her fiancé Brandon plan to be married in August 2019. They enjoy traveling, staying active through fitness and recreational sports, and exploring new restaurants throughout the cities.