16100 Swingley Ridge Road, Suite 240
Chesterfield, MO 63017
With more than 12 years of experience in the financial services industry, Bret Sinak works directly with individuals, families and institutional clients to construct investment strategies that will help them pursue their financial goals. He provides foundations, endowments and institutions with organizational investment policy review, investment management, portfolio construction, cash management and administration. He works with individual clients to assist them in asset accumulation, preservation and distribution.
Bret has the Accredited Investment Fiduciary® (AIF®) designation, which represents a thorough knowledge of and ability to apply fiduciary practices. With the fiduciary standard of care, Bret acts in the best interest of his clients and ensures that their assets are positioned to address their investment objectives. Bret also holds Series 7 registration with LPL Financial, Series 66 registration with both LPL Financial and Cornerstone Wealth Management, and is insurance licensed for life, variable and health.
Prior to joining the financial services industry, Bret spent 15 years in various positions in risk management, finance, field sales, marketing, operations and sales management at Monsanto Company and Ingersoll Rand. He has an MBA from Washington University in St. Louis, a BSBA with a double major in Finance and Insurance from Drake University, and graduated from St. Louis University High School. He also completed a program in International Finance and Economics at the London City School of Business.
Bret is extremely involved in his community. He has chaired two capital campaigns and served as president of the parish council at his local parish. He has also volunteered time at the St. Louis Foodbank, the St. Vincent DePaul Society and other charitable organizations. Most recently, Bret has been involved with mission work in Belize City, Belize where he is working on projects to benefit students at the Holy Redeemer Primary School. He has also coached a number of youth sports teams in baseball, softball, soccer and golf.
Bret and his wife Kathy have two children, Blaine and Ashton. In their free time the family enjoys playing golf, traveling and trying new restaurants.
Endeavor Wealth Management, LLC is a separate entity from LPL Financial.
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