David S. Bahnick
Wealth Advisor CLU®, ChFC®, RICP®
In 1982, Dave graduated from Lehigh University and entered the financial services industry. In 1994, Dave co-founded Capital Planning Wealth Management with Jack Sullivan. Dave combines his 30 years of experience in financial services with a personal mission to “do unto others as you would have them do unto you”. As a financial services professional, Dave utilizes his creativity, wealth of experience, and committed Christian values to serve his clients.
Dave is a Registered Securities Principal with LPL Financial and Financial Advisor with Private Advisor Group. He received the following professional designations: Chartered Life Underwriter in 1987, Chartered Financial Consultant in 1987 and Retirement Income Certified Professional in 2016
In addition to previously serving as chairman of the Good Shepherd Open and the Corporate Challenge for 11 years, Dave has served on a number of local church and community boards. Dave was the past president of the Lehigh Valley chapter of the IAFP (International Association of Financial Planners). He is a former board member of the Estate Planning Council and chairs the Stewardship Committee at Faith Church.
Dave and his wife Theresa live in Emmaus. Dave is a golf enthusiast who also enjoys painting, paddle tennis, bike riding, and taking long walks with his wife.
John W. Sullivan II
Wealth Advisor CLU®, ChFC®, MSFS, RICP®
A native of the Lehigh Valley and a co-founder of Capital Planning, Jack began his career in the financial services industry in 1973 following graduation from Lafayette College. Jack combines his 40 years of experience in the financial services industry, his committed Christian values, and caring dedication to his clients to provide the kind of expertise and specialized service that bring appropriate solutions to his clients’ wealth management needs.
Jack is a LPL Registered Securities Principal and a registered Investment Advisor Representative with Private Advisor Group. He received his professional designation as a Chartered Financial Consultant in 1984 and a Master of Science degree in Financial Services in 1995 from the American College. Jack has served on a number of local Boards and as an Elder at his church
He and his wife Marty reside in the Saucon Valley area and have raised five daughters. Jack and Marty are involved in ministry with their local church, and when they can get away, they enjoy spending time at their lake property in New Hampshire. In his free time, Jack enjoys classical music, reading Civil War history and spending time with his family.
Wealth Advisor CFP®, RICP®
Annie Brinckman joined Capital Planning Wealth Management in August 2013. As a CERTIFIED FINANCIAL PLANNER ™ professional, she is driven to assist clients in the setting and pursuing of their goals through a well-developed plan. Annie strives to create lasting relationships with her clients by helping them plan for the expected and unexpected. Additionally, she works alongside Capital Planning’s team of advisors to analyze and develop financial plans for their clients in her role as a Wealth Plan Specialist.
Annie is a graduate of West Chester University, where she earned bachelor’s degrees in both Sociology and Liberal Studies. Annie holds his FINRA General Securities Representative Registration with LPL Financial and Investment Advisor Representative Registration through Private Advisor Group.
Annie and her husband, Jeff, live in Zionsville with their spoiled chocolate lab, Scout. In her free time, she enjoys golfing, woodworking and spending time with friends and family.
Wealth Advisor CFP®, RICP®
Jonathan Carpenter is a CERTIFIED FINANCIAL PLANNER ™ professional. He joined Capital Planning Wealth Management in September 2013. Jonathan enjoys guiding his clients with a dedicated and disciplined approach in order for his clients to work towards their desired goals and objectives. Additionally, Jonathan works with all clients of Capital Planning in helping with the education and signup of Medicare benefits.
In 2004, Jonathan graduated from Lancaster Bible College with a bachelor’s degree both in Ministry and Bible. Jonathan holds his FINRA General Securities Representative Registration with LPL Financial and Investment Advisor Representative Registration through Private Advisor Group.
Jonathan resides in Center Valley with his wife, Susanna and their two son’s Jack and Weston. Jonathan is active in various ministries at his church. When Jonathan is not working, he enjoys being silly with his boys, golfing, reading and traveling with his family.
Deborah L. Peters
Wealth Advisor ChFC®, RICP®, CDFA®
Deb Peters began her career as a wealth advisor with Capital Planning in 2004. She focuses her business on her clients’ interests, and values developing long-term relationships with them. Deb utilizes education, communication and holistic planning to help her clients plan for their future and pursue their financial goals.
Deb earned a Bachelor’s degree in Marketing from DeSales University. She received her Chartered Financial Consultant and Retirement Income Certified Professional designations from American College. She received her Certified Divorce Financial Analyst designation from The Institute for Divorce Financial Analysts. She holds her FINRA General Securities Representative Registration with LPL Financial and Investment Advisor Representative Registrations through Private Advisor Group. Deb is also licensed to sell life and long-term care insurance and annuities.
Deb brought the Second Saturday Divorce workshops to the Lehigh Valley in 2017. These workshops were designed by women for women and cover the legal, emotional and financial issues of divorce.
Deb resides in the Saucon Valley area with her husband and three children. She loves being a mom and spending time with her family. Deb served on the board for Truth for Women. She is also active in various faith based ministries at her church. In her spare time, Deb enjoys practicing yoga, cooking, and exploring the outdoors with her kids.
Joseph A. Frederick
Retirement Plan Advisor, AIF®
With over 25 years’ experience in the retirement plan business, Joseph is a member of an exclusive group of retirement plan advisors who are part of the LPL Financial Retirement Plan Consulting Program. This membership affords him the opportunity to act in a co-fiduciary capacity to plan sponsor clients. Joseph maintains the Accredited Investment Fiduciary (AIF) credential that demonstrates knowledge and competency in the area of fiduciary responsibility.
Prior to joining Capital Planning, Joseph served as President of Lighthouse Retirement Group based in Fort Washington, PA. Joseph continues to service small to mid-sized retirement plans ranging from professional organizations to manufacturing businesses. Joseph has created a retirement plan practice that has a primary focus on helping all plan participants with their savings and investment strategies, regardless of income and workforce status.
In a previous role, Joseph spent 10 years with the Merrill Lynch Retirement Group where he served as Vice President of Client Services.
Joseph and his wife Kara reside in Blue Bell. He has three children; Erika, Joey and Ava and is also a grandfather to Sophia, Richard, Gianna and Johnny.
Operations Manager CFP®
Robert Everitt is a CERTIFIED FINANCIAL PLANNER ™ professional. Rob earned a B.S. in Finance from Kutztown University. He has been in the financial services industry for over a decade and has had his investment licenses since 2000. He also holds a Life and Health insurance license.
Rob serves as the Operations Manager for Capital Planning and plays a critical role in the back-office. He is responsible for the day to day back-office details as it relates to brokerage and advisory accounts.
“My goal is to ensure that clients have a wonderful operational experience when working with Capital Planning.”
Rob began his career as an operations representative with T. Rowe Price mutual funds and has been in the financial planning and services field since 1999. In his free time, Rob is involved in coaching his sons’ sports and plays an active role at his Church in Sellersville, PA. He also enjoys playing golf and basketball.
Rob lives in Quakertown with his family.
Leanne began her career at Capital Planning Wealth Management in 2009. She currently serves as the executive assistant to the founding partners, Dave Bahnick and Jack Sullivan. In addition to her administrative skills, Leanne serves as Capital Planning’s technical support specialist. She brings a vast understanding of information technology from her prior experience working in the industry.
Leanne graduated from Penn State University with a B.A. in Humanities. Leanne resides in the North Whitehall area with her husband, Eric and their two sons. When she is not working, she enjoys entertaining, cooking, shopping and spending quality time with her family.
Administrative Assistant, Client Reception
Sheri joined Capital Planning Wealth Management in November of 2014. She is our Director of First Impressions and is the voice on the other end of the line when you call us. She serves as administrative assistant to Deb Peters, Annie Brinckman and Jonathan Carpenter. Sheri plans our events, where she enjoys getting to know our clients. Additionally, she heads up our social media and marketing efforts.
Sheri graduated from East Stroudsburg University with a B.S. in Hospitality Management. She lives in the area with her husband Paul and their two sons, Nick & Devon. In her spare time, she loves watching her boys play sports and enjoys spending time with family and friends.