The Capital Planning
Team

Your partners in all things financial.

We provide financial planning with purpose, so you can focus on enjoying life.

Our Advisory Team

David S. Bahnick
CLU®, ChFC®, RICP®

Wealth Advisor
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John W. Sullivan II,
CLU®, ChFC®, MSFS, RICP®

Wealth Advisor
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Annie Brinckman, CFP®, RICP®, BFA

Wealth Advisor
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Jonathan Carpenter,
CFP®, RICP®

Wealth Advisor
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Robert Everitt,
CFP®

Wealth Advisor
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John Strasburger, CFP®

Wealth Advisor
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Our Support Team

Sheri Martellucci

Client Experience Coordinator
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Jennifer Wegfahrt,
FPQPTM

Office Coordinator
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Katherine Janis, FPQP

Insurance Specialist
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Tanya Sheffer, RICP®

Client Solutions Specialist
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Brianna Belzner

Client Solutions Specialist / Insurance Specialist
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Rebecca Berger,
CFP®, RICP®, FPQPTM

Client Solutions Specialist/Paraplanner
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Lee Berger, CFP®

Director of Operations
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Matthew Benedict,
FPQPTM, RICP®

Operations Associate
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Jessi Lanfranco

Operations Associate
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Capital Planning has served clients for 30 years.

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10 Steps To Ensure Financial Security in Retirement

Planning for an unpredictable future can feel overwhelming, with so many decisions to make it can be hard to know if you’re going to have enough money to support yourself through retirement.

In this guide, experts from the Capital Planning Team have simplified the 10 steps you can take, so that you can live a life without worry, safe in the knowledge that your financial future is secure.