Charlie Capasso grew up in Atlanta, GA, where he played competitive soccer from a young age and graduated from Marist High School. He is a graduate of The University of Vermont, where he obtained his Bachelors degree in Business Administration and Finance. Charlie completed his CFP® coursework at Boston University and achieved the CFP® marks in 2009. He has been on the board of the South Carolina Financial Planning Association, has been quoted in the Wall Street Journal and US News & World Report, and interviewed on SC National Public Radio. In his community he has given workshops at the Medical University of South Carolina and for other local businesses to promote financial literacy in the region. Charlie has also been involved in his local community, volunteered at Habitat for Humanity and the Boys and Girls club, as well as mentored at-risk youth.

Since 2005, Charlie has helped build and create Registered Investment Advisory firms based in Charleston, SC, Chicago, IL, and Lake Tahoe, NV, and recently founded Capasso Planning Partners, LLC. His expertise in advising individuals, families, and businesses in applying strategic financial planning to actualize measured, tangible long-term goals has been the foundation of his career. Equally important is Charlie’s keen understanding that every client’s situation and relationship with their planning and goals are unique and personal. Charlie serves as a fiduciary for his clients and is a fee-only financial advisor.

Charlie and his two sons Angelo and Carlo live on Daniel Island and enjoy golfing, the beach, traveling, and of course, enjoying the different culinary experiences found in the Holy City.

Drew Hendricks was born on Long Island, New York, but spent much of his childhood in the Charlotte area. After high school, he began his studies at the College of Charleston. In 2008, he received a B.S. in Business Administration with a concentration in finance. While in college he fell in love with the area, and decided that after graduation he would stay in Charleston to begin his career as a financial advisor.

Drew has been an advisor since 2008, and he became a financial advisor because of an experience in his past. His father passed away from cancer in the summer of 2002 and he witnessed how, with proper planning, finances do not have to become a burden for families who find themselves in tough circumstances. This is when Drew decided to make financial planning his life’s work, so that he could help others in the way that his family had been helped. This is also why you may see him in the halls of MUSC, as he regularly volunteers in the Hollings Cancer Center.

In early 2020, he decided to make the change to Capasso Planning Partners to fulfill personal and professional goals of giving 100% unbiased advice, made possible by the fee-only planning structure at Capasso. He believes, through his experience, this is the best model to unite the client and advisor towards the client’s goals, as it ties them to each others’ success.

In his free time he enjoys traveling the world, spending time with his wife, golfing, and taking advantage of everything Charleston (the place he’s called home since 2004) has to offer.

Bill is a New Jersey native but has called North Carolina home for over 40 years. He earned his bachelor’s degree in economics and is a CERTIFIED FINANCIAL PLANNER™ professional with over 15 years of experience helping individuals. Most people think all financial planners are “certified,” but this isn’t true. Just about anyone can use the title “financial planner.” Only those who have fulfilled CFP Board’s rigorous requirements and pass the comprehensive CFP® Board Certification Exam can call themselves a CERTIFIED FINANCIAL PLANNER™ professional. CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest.

He focuses his practice on comprehensive financial planning for high net worth individuals and small business owners seeking to maximize the most efficient corporate retirement plan while mitigating their taxes. He also has a focus on individuals experiencing a divorce and the equitable distribution of martial assets.

As a proud member and local Winston-Salem chapter president of the Society for Financial Awareness (SOFA), Bill donates his time in the community conducting no-cost workshops and seminars for individuals, companies, and organizations to help educate the public on financial awareness. For the past several years, Bill has taught non-credit continuing-education financial planning courses at local community colleges. He has also volunteered on the board of CareNet Counseling, where he served as Vice President. This community-based, non-profit organization is affiliated with Wake Forest Baptist Health and focuses on helping clients to restore and maintain their mental wellness.

Bill has been happily married for over 22 years and has three beautiful children and one grandchild. In his spare time, he enjoys spending time with his family, bodybuilding, golf, reading, and Notre Dame Football.

Kirk is a partner and wealth advisor at Capasso Planning Partners, where he serves as an Investment Advisor Representative (IAR) and a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional. With over 20 years of experience in financial services Kirk enjoys putting the strategies in place that help clients take control of their financial success. He provides comprehensive wealth management, including conducting analysis, providing recommendations, and assisting with plan implementation. His approach is based on the belief that true planning is an ongoing process requiring continued advisor-client engagement.

Kirk was a college baseball player and holds a degree in Environmental Science with minors in Literature and Philosophy from Eckerd College in St. Petersburg, Florida. He earned his Financial Planning Certificate from The University of Georgia Terry College of Business.

Originally from the Chicago area, Kirk has been in Charleston since 2003. He’s married to his college sweetheart, a native Charlestonian and together they have two children, three dogs and a cat. Kirk is an active community and board member in local service organizations and he is passionate about his active lifestyle including sports, yoga, hiking, cooking, and travel.

Lauren strives for perfection in her work and never stops improving her skills — qualities she developed in her time with the world champion Blue Devils Drum & Bugle Corps and by becoming an avid surfer.

Before coming to Capasso Planning Partners, Lauren spent time as a private educator, as well as founding multiple ventures. Her first venture as Founder and CFO brought to market a motorcycle visor with electronically controlled tint, and her most recent is a 3D design firm.

You’ll rarely find Lauren far from the beach in sunny California, where she lives, works, and plays. When she’s not hard at work helping her clients, Lauren can be seen on a surfboard, a skateboard, or a road bike.

Jessica Brooks is the Director of Operations at Capasso Planning Partners. She is a native of Rock Hill, SC and currently lives in Kentucky. Jesi graduated from Newberry College in 2012 with a degree in English and a minor in Business Administration. She has an amazing husband, Ben, and the two best dogs, Sumter & Bonnie, that bring a ton of laughter and joy to her life. They move a lot and have lived in multiple states and countries! Jesi and her family love adventure and traveling. Jesi’s background is in Fintech Operations and banking, both of which led her to realize the importance of the people in the background making things happen. If she has free time, Jesi loves to listen to live music, read, spend time with friends and family, or visit a place she’s never been.

Jessica enjoys tackling administrative and operational burdens in order to free up valuable time for the advisors so they can better focus on their clients’ needs and relationships. She has worked with multiple custodians and firms and has carved a niche coordinating between advisors, their clients, and custodians to make everyone’s experience as seamless and painless as possible.