About Us

We've been doing this since 1994, and the way we work has always been shaped by one thing: what it actually takes to help someone feel grounded about their financial future.

^{Our Firm}How It Started

Capital Planning Wealth Management was founded by David Bahnick and John Sullivan, two advisors who came together through a shared belief that financial planning had to be comprehensive, not transactional.

As the financial landscape grew more complex over the years, so did the needs of the people they were serving. The team made a deliberate choice to meet that complexity through specialization. Today, each advisor carries the foundation of comprehensive financial planning alongside a focused area of expertise, whether that's Medicare, Social Security, employee retirement plans, or other areas that demand concentrated knowledge. That structure means the people we serve get both the breadth of a full plan and the depth that comes from genuine specialization.

How We Work

Every conversation starts with understanding. Before anything else, we want to know who you are, what you're working toward, and what's weighing on you. We have seven advisors and nine specialists, and they work together on your behalf, sharing knowledge and perspective so that no single piece of your plan exists in isolation from the rest.

Whether you're in the thick of your career or stepping into retirement, the approach is the same: get to know you well, build a plan around your actual life, and stay engaged as things change.

^{Our Process}What We Stand By

The Golden Rule.

We treat every client the way we'd want to be treated ourselves, with respect, fairness, and genuine empathy, whether the conversation is easy or hard.

True Teamwork.

We collaborate across our team because our clients are better served when we think collectively rather than independently.

A Servant's Heart.

Serving clients is a privilege. We invest in the process of earning your confidence and never take it for granted.

Competence.

We hold ourselves to a high standard and are committed to continuously raising it.

^{Our Team}What to Expect Here

Our office is intentionally approachable. We want you to feel comfortable asking questions, sharing concerns, and being honest with us, because that's the only way we can do our jobs well. We're a family practice in the truest sense, and we think that comes through in the way we show up for the people we serve.

Our Advisory Team

David Bahnick CLU, ChFC, RICP

Founding Partner, Wealth Advisor

John "Jack" Sullivan ChFC®, CLU®, RICP®

Advisor, Founding Partner

Annie Brinckman CFP®, RICP®, BFA

Wealth Advisor, Managing Partner

John Strasburger CFP®

Wealth Advisor

HaeSoo Cheon

Wealth Planner

Jonathan Carpenter, CFP^®, RICP^®

Wealth Advisor & Managing Partner

Robert Everitt, CFP^®

Wealth Advisor

Our Support Team

Sheri Martellucci

Team Culture and Client Engagement

Tracy Eisenreich

Client Experience Coordinator

Rebecca Berger, CFP^®, RICP^®, FPQPTM

Paraplanner

Tanya Sheffer, RICP^®

Client Solutions Specialist

Cameron Witherow, RICP®

Client Solutions Specialist

Lee Berger, CFP^®

Director of Operations

Matt Tuley

Operations Associate

Katherine Janis, M. Ed., RICP^®, FPQP™

Insurance Specialist

Brianna Curry

Insurance Specialist

^{Contact Us}Let's Start With a Conversation.

There's no pressure and no sales pitch, just an honest conversation about where you are, where you want to go, and whether we're the right team to help you get there. Reach out today to schedule a complimentary introductory meeting.

Schedule a Discovery Meeting