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.

Dan Callahan is a partner and financial advisor at Capasso Planning Partners. As a fee-only advisor, Dan has always believed that the best way to serve his clients and solve their unique financial challenges is through objective, unbiased advice. Dan has extensive experience working in all areas financial planning, including retirement planning, investment management, tax planning, estate planning and risk management.

Prior to joining Capasso Planning Partners, Dan worked for a large fee-only investment advisory firm as a senior advisor and portfolio manager. Here, his focus included managing clients investment portfolios, developing financial plans, implementing wealth management strategies, and advising on small company retirement plans. During this time, he had the privilege of working closely with a diverse group of clients all across the country. Earlier in his career, Dan worked as an investment analyst and operations manager for a fee-only investment advisory firm.

Dan is a graduate of the College of Charleston, where he earned his Bachelors degree in Business Administration with a concentration in Finance. Dan passed the Series 65 exam in 2011 and holds the Chartered Financial Analyst® designation, one of the most recognized and respected credentials in the industry. Outside of work, Dan is active in multiple basketball leagues, enjoys playing golf, and likes being outside as much as possible taking in the perfect Charleston weather.

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.

George Ramsay is a partner and financial advisor at Capasso Planning Partners. He is a fee-only advisor because he believes that the best way to help his clients solve all their unique financial challenges is through objective and unbiased advice. George is a graduate of the Darla Moore School of Business at the University of South Carolina, where he earned his bachelor’s degree in business administration with a concentration in Finance and Management. He then furthered his education at the College of Charleston earning his Master’s in Business Administration with a focus in Finance. George has passed the Series 65 exam. He is an active member of the community and a member of multiple organizations, including the Palmetto and Hibernian Societies, and is currently studying to pursue the CFP designation.

George was born and raised in the city of Charleston. He loves indulging in the many events and festivals the city has to offer throughout the year. He spends much of his free time taking advantage of the wonderful year round weather by partaking in many outdoor activities and supporting the local sports teams.

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.

Michael was born in New York City and spent his childhood growing up in Northern New Jersey suburbs in a family of 7. After high school Mike played football at Trinity College in Hartford, CT where he was a 3 year starter and also received his bachelor’s degree in political science in 2010. After graduation Mike moved back to the tri-state area and started working in financial services, Mike spent the last 13 years working for two large financial institutions and became a financial advisor in 2014, where he received his series 66, series 7, health and life insurance licenses and eventually the CFP designation in 2015. Working with High Net Worth individual clients and small businesses, Mike has always believed the most important thing we can do for a client is to have sound planning tactics and strategies. Michael has extensive experience in retirement, estate, investment, insurance and cash flow planning.

Mike joined Capasso Planning Partners in 2023, because he believes the fee-only advisory service keeps a client’s best interest at the front all the time. This way Mike can provide unbiased advice and guidance to clients that will provide them the best opportunity to succeed. Growing up with a large family and seeing situations in his personal life has reinforced the need to always have a plan at the foundation of any major decision. Financial planning has been the bedrock of Mike’s practice management for the last 13 years and he wanted to work at the place that puts the same emphasis on it as he does.

Mike currently lives in Hoboken, NJ with his fiance. He is an avid golfer and loves rooting for his New York sports teams. Mike also enjoys spending time with his family and being active in his spare time.

Lauren Brotherson is an Associate Financial Planner with an eye for numbers. After graduating from UC Santa Barbara with a bachelor’s degree in Physics, she decided to direct her analytical skills to the world of finance. Lauren passed the CFA® Level I exam above the 90th percentile and intends to sit for the CFA® Level II exam in May 2023.

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.

Chris Bailey joined Capasso Planning Partners in June 2022 and is the managing tax advisor for Capasso Tax Planning. He brings 15+ years of experience in complex personal and corporate tax planning and preparation. His personal tax planning work includes advising clients through complex real estate tax situations, section 1202 qualified small business stock gain exclusions, 83B elections, business entity formation, and planning around liquidity events.

Chris has a Master of Science Degree in Accounting with a focus in Taxation and a Bachelor of Business Degree in Accounting from James Madison University.

Chris lives in Mount Pleasant, South Carolina and enjoys traveling, the beach, surfing and fitness

Moira joined Capasso Planning Partners in July 2021. She lives in Central Texas with her husband and baby boy. Moira graduated with a Bachelor of Arts in Mass Communication. Her background includes legal content operations, financial publishing, content management and administrative functions. Prior to joining the firm, she worked for corporations such as Thomson Reuters and Wells Fargo. Her previous job includes working with attorneys to publish legal content and daily monitor legal and business news.

She was also responsible for production processes and reviews processes to identify, coordinate and implement improvements to various workflows. She also did a short stint in document automation working with contracts and other legal documents. Additionally, in Wells Fargo, she partnered with credit consultants to draft and update business procedures. After working for these corporations, she started working remotely drafting business plans, sales pitches, presentations, reference material, doing research and administrative support to the CEO and financial advisors.

Moira enjoys traveling, fishing and just started loving the art of baking!