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®

Wealth Advisor
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Jonathan Carpenter,
CFP®, RICP®

Wealth Advisor
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Robert Everitt,
CFP®

Wealth Advisor and Operations Manager
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Joseph A. Frederick,
AIF®

Retirement Plan Advisor
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Our Support Team

Sheri Martellucci

Client Reception, Admin Associate
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Tanya Sheffer

Client Relationship Manager
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Lee Berger

Operations Associate
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Matthew Benedict,
FPQPTM, RICP®

Operations Associate
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Sondra Turnbach

Operations Associate
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Rebecca Berger,
CFP®, RICP®, FPQPTM

Paraplanner
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John Strasburger

Paraplanner
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Jennifer Wegfahrt,
FPQPTM

Office Coordinator
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Katherine Janis

Insurance Specialist
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Capital Planning has served clients for over 25 years.

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How are we different?

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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.