Annie Brinckman CFP®, RICP®, BFA

From a young age, I grew up hearing about our team and the importance of planning at the dinner table. My father co-founded Capital Planning in 1994, and while most of those conversations stayed at the surface level out of respect for his clients, it was clear to me that what he did truly impacted the lives of those he served. What I didn't fully understand was how, until I interned at a financial planning software company in college and saw firsthand how the analytical and the deeply personal could come together in this work. The ability to serve through my strengths in planning and my passion for people is what drew me to this industry, and the way we serve here is what ultimately led me to join the family business.

My focus is cash flow planning, particularly the complex work of helping people move from a lifetime of building assets to actually living from them in retirement. Getting that transition right takes careful analysis, creative structuring, and a clear way of communicating the plan so clients understand not just what we're doing, but why it makes sense for them. I think of my role as bringing the mind of an engineer and the heart of a teacher to every client relationship.

In addition to my work with clients, I serve as Managing Partner, which means I spend a meaningful portion of my time on the structure and processes that allow our whole team to operate well. I currently serve on LPL's Ambassador Council, a group of advisors selected to provide direct feedback on LPL's direction and development.

My husband Jeff and I live on a 22-acre farm in Zionsville with our son George, our two labs Scout and Finn, and the general wonderful chaos that comes with all of that. I'm someone who genuinely loves learning, which shows up in my work and in my personal life. My hobbies tend to multiply: music, all things outdoors, and adventure travel are the ones that keep coming back.