STRATEGIC WEALTH ENDEAVOR

About Us

At Strategic Wealth Endeavor, we provide wealth management and business consulting to veterans turned business owners seeking guidance and growth in their financial lives. We are passionate about helping these warriors turned entrepreneurs address their complex needs in a straightforward way. We thrive on building lifelong relationships with these exceptional individuals and their families.

You’re Not Alone

If you’re struggling to manage your business, your finances, your family, and your other responsibilities, you’re not alone. We’re here to do the heavy lifting and free up your time so you can grow your business and do what you love.

Your Team

Brett Henderson

AIF®, BFA™, CEPA®, CRPS®, CIMA®, CLU® , CPFA®
FOUNDER

As a prior US Marine Corps Officer, Brett brings a unique discipline to corporate finance. During his years of service Brett was an M1A1 tank officer, commanding and providing recommendations for the tactical employment of his unit. He graduated from Tulane University with a Bachelor of Science in Management and Accounting in 1998, and Boston University with a Master of Science in Business Administration in 2002. After his service as a Marine Officer, he began redirecting his firepower to helping business owners create, implement, and improve 401k and retirement plans. Brett has been in the corporate finance industry in excess of 18 years, working as an advisor for Merrill Lynch and UBS Financial Services, and earning industry recognition such as the 2017 NAPA Young Guns Award and being named Financial Times Top 401(k) Advisors in 2016 and 2017. With a desire to provide a more personalized approach without sales quotas or proprietary products, he founded Strategic Wealth Endeavor, Inc as an independent firm. When Brett isn’t serving his clients and the veteran community, he enjoys much of his time as a father with his son Lucas. He also enjoys exploring the desert and mountains in his Jeep.

Nicholas S. de Leon

OPERATIONS MANAGER

Nick is and experienced professional with 12+ years in Customer Service, Account & Project Management, Sales/BDM operations in Multinational corporations.

Excellent at providing exceptional customer assistance and building long-term relationships. Effective at communicating, Strong leadership abilities and a proactive problem-solver. Adaptable and dedicated to continuous improvement. Thrives in fast-paced and dynamic environments. Lean Six Sigma methodology driven. 100% Bilingual

Pete Nunley

DIRECTOR, ASSET MANAGEMENT, IFP

Pete Nunley conducts due diligence for investments and also helps manage IFPAM’s model portfolios. Additionally, Pete helps advisors with investment-related tasks, including researching stocks, ETFs and mutual funds, constructing portfolios, and building customized investment strategies. Pete also oversees strategy implementation within accounts on Pershing, Schwab, Fidelity, and TD Ameritrade. Pete serves on IFP’s Investment Advisory Committee.

Mr. Nunley is an employee of Independent Financial Partners and not affiliated with Strategic Wealth Endeavor, Inc.

FINRA BrokerCheck: Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

Aaron Gilman

CHIEF INVESTMENT OFFICER, IFP

Aaron Gilman serves as the Chief Investment Officer for Independent Financial Partners and the President of IFP Asset Management. He conducts analytical research and due diligence for all investment types, portfolio analyses and construction, portfolio management, and directs all activities in IFP’s asset management group. Mr. Gilman also serves as the head of the IFP Investment Advisory Committee.

Mr. Gilman is an employee of Independent Financial Partners and not affiliated with Strategic Wealth Endeavor, Inc.

FINRA BrokerCheck: Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.