About Us

What You Might Not Know But Should

Our size is our advantage! Waypoint Capital Advisors was founded in 2015, strategically established by identifying unique challenges in the multi-family office space that weren’t being met.

  • Transparency in Fees
  • Family Communication
  • Trusted Advisor Coordination

Since starting WCA from scratch, we have assembled a coordinated team with decades of experience to effectively support the multi-generational complexities wealth brings. No matter if you consider us large or small, we harness competency, cost efficiency, and due diligence when coming alongside families of all sizes.

Our Team

David Baratta, Managing Member/Principal

MBA
Hometown: Brunswick, ME
Favorite Hobby: Golf
Passionate About: Helping others who are in need.
Family Life: Two adult children, Emily and George.
Experience: 30+ years in financial services, portfolio management, published writer, guest appearances on CNN and CNBC.

How would your family & friends describe you?
David is a loving, generous, and understanding person. He is there when others aren’t. He is someone who gives when no one is looking.

Mark Pletts, Managing Member/Principal

CLU
Hometown: Brunswick, ME
Favorite Hobby: Seeing life come at me each day
Passionate About: My family knows it’s them, and my friends know I would be there if they were in a jam.
Family Life: Wife, Sarah Pletts. Two adult sons, Gentry and Steele.
Experience: I have worked in financial services since the early ‘80s, including several large Wall Street money managers.

How would your family & friends describe you?
I would like to think that both groups think of me the same way. My family might say intense and loving, and my friends might say straight to the point and caring. Some where in there I exist!

Jon Kennedy, Managing Director/Principal

CFP®
Hometown: Springfield, VA / Watertown, SD
Favorite Hobby: Playing the drums
Passionate About: Doing great things for families, including my own.
Family Life: Married since 2007 to my wife, Nikki. We have two young children (boy and girl) and a Boston Terrier.
Experience: CFP® designation and Masters of Science in Financial Services, 10+ years refining expertise in charitable planning.

What are you happiest doing?
Spending time with my wife and kids. Having the privilege to shape our kids’ lives is a huge responsibility and also a great joy. There is nothing better than living vicariously through them as they navigate the excitement and challenges of everyday life.

Nancy Hughes, Wealth Advisor

CFP®
Hometown: Apple Valley, MN
Favorite Hobby: Practicing yoga
Passionate About: Helping clients organize their financial lives.
Family Life: Two teenage daughters and Penny, the labradoodle.
Experience: CFP® and CAP® designations – Over 25 years’ experience in the financial services industry.

What are you happiest doing?
In my spare time I love spending time with my family up north at the cabin – anything outdoors in any season of the year. I love my chosen career helping clients answer financial questions and creating efficiency in their financial lives.

Colin Watkins, Associate Wealth Manager

CFP®
Hometown: Northfield, MN
Favorite Hobby: Cycling
Passionate About: New experiences, meeting new people and trying new things
Family Life: My wife, Hillary, and I have been married since 2012 and have lived in Minneapolis since 2013. No kids at this point, but we do have two dogs that we treat like children. I have two brothers — older and younger — who are both in the military currently, and until recently were living abroad.
Experience: History in the financial planning industry, both working directly with high net worth clients, and building systems to improve the efficiency and consistency of the planning experience.

What’s your personal motto, or words to live by, and why?
My brothers, my father, and I all have matching tattoos of our family crest and motto — “Pen aur-y-chalon wir” — which translates from Welsh to, “A golden mind and a true heart.” My grandfather embodied this motto in the way he treated everyone he met, and I strive to live up to his legacy.

Madeline Longo, Associate Wealth Manager

Hometown: Minneapolis, MN
Favorite Hobby: Cooking
Passionate About: Traveling
Family Life: Recent college graduate. I moved back to work and live in Minneapolis. I am the oldest child in my family with 4 younger siblings.
Experience: Graduate from the University of Wisconsin-Madison, BBA in Finance and Wealth Management

What’s your personal motto, or words to live by, and why?
I am working on being mindful and staying in the moment. I love to do yoga and repeat mottos/mantras throughout the practice because they help me stay present. Right now my mantra is “Be Brave and Generous.”

Sydney Shearer, Executive Assistant

Hometown: Reading, MI
Favorite Hobby: Trying new restaurants, craft breweries, and playing sports.
Passionate About: Traveling
Family Life: Living life with my husband, Brandon, in Fort Wayne, IN.
Experience: 5+ years experience in the financial planning industry. Prior to joining Waypoint, I was the Client Service and Marketing Director for an independent advisory group in southern Georgia.

How do you want people to remember you?
I would love people to remember me as someone who simply took the time to care for others. Whether it is checking in from time to time, visiting, calling, texting, wishing a happy birthday, sending a card or gift etc… I think time is the most valuable gift we have, and genuinely giving that to others to know they’re loved and cared about is extremely important to me.

Benjamin Sjodin, Operations Associate

Hometown: Anoka, MN
Favorite Hobby: Golf
Passionate About: Developing, nurturing, and deepening the relationships in my life – this is a key driver in my pursuit of happiness.
Family Life: I am the oldest of three siblings; my mother is a first-grade teacher, father is a warehouse supervisor, my sister works for a small chiropractic business, and the youngest sibling, my brother, just got back from serving overseas in Iraq.
Experience: BFA® certification with 5+ years of experience in the financial planning industry, both working in the field and corporate office structures.

How do you want people to remember you?
I hope to one day be known for how I treated people, the decisions I made along the way, and for the positive impact I made on those around me. I have great mentors in my life, and I strive to live up to their expectations, ideals and “pay it forward” to the younger generations.

History Of Waypoint

To most, the image of the map above is just that. A map of no significance. To David and Mark, two of our founders, it symbolizes their roots. It is a map of where they grew up in Casco Bay on the coast of Maine. A place where Waypoint plotting to navigate is required, even on a day with perfect weather.

So, if you were curious, that’s how we created our name.

We likened our history of Waypoint plotting to that of a family’s journey through life. It’s not a destination, but a series of Waypoints that takes you from one experience to the next.

compass on map