Chuck Sinclair, CFP®

First Vice President/Investments

Chuck has been helping his clients pursue their financial goals for nearly 35 years.  Prior to joining Stifel in 2012, he worked for Raymond James Financial Services, RBC, and Dain Rauscher, Inc.  Having attained the Certified Financial Planner™ (CFP®) certification, he has received in-depth training on the duties of good faith and standards of care, insurance reviews, tax strategies, as well as estate planning issues and retirement planning.  He also earned a Bachelor of Science in Business Administration from Missouri Western State University.

Active in his community, Chuck has been involved in several local organizations, including the St. Joseph Chamber of Commerce, United Way, Second Harvest Food Bank, and Young Life.  He is active in his church, enjoys reading, and is a sports enthusiast.  Mostly, however, he and his wife, Judie, enjoy spending time with their children and grandchildren.

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