Bret Sinak, MBA, CDFA® , CRPC 

Bret Sinak, MBA, CDFA® , CRPC 

Founder and Managing Director

With more than 20 years of experience in the financial services industry, Bret Sinak is a specialist in providing clients with the financial stability to allow them to pursue what is most important to them.  He has developed a very disciplined, effective process that allows him to assist clients in achieving their unique set of financial goals. He prepares retirement plans for clients nearing retirement and implements strategies to provide retirees with the resources needed to help ensure they live the life they are accustomed to throughout their retirement years.

With the fiduciary standard of care in advisory relationships, he acts in the best interest of his clients and helps ensure that their assets are positioned to address their investment objectives. Bret also has earned the following designations: CDFA®, CRPC®.  In addition he 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 currently serves as a Board Member for the St. Louis Chapter of Young Catholic Professionals.  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 Food Bank, the St. Vincent DePaul Society Safe Connections, Cultural Leadership and other charitable organizations. Most recently, Bret is involved with mission work in Belize City, Belize where he works 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.


Chartered Retirement Planning Counselor (CRPC) conferred by College for Financial Planning.