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.

Angel has worked in the financial services industry since January 2018 after attaining a Bachelor of Science Degree in Personal Financial Planning from Texas Tech University. Texas Tech University is often regarded as the top university for financial planning and has produced more industry leaders than any other.

Angels’ primary goal as a financial planner is helping his clients light a financial path to dignity, awareness, hope and a worry-free life. Angels experience working with both the large broker-dealers and small family offices has allowed him to create a financial planning experience that is both personal and actionable allowing the client to achieve financial peace of mind faster.

Angel is an active volunteer in VITA, which is a nonprofit program that assists low-income individuals in getting their taxes done free-of-charge. Being involved in this program to help give back to the community is something Angel takes pride in.

In his free time, Angel enjoys being active, trying out new locally-owned restaurants, breweries, theaters, and other local businesses.

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 girlfriend, golfing, and taking advantage of everything Charleston (the place he’s called home since 2004) has to offer.

When you grow up with an Army Drill Sergeant for a father, you learn a thing or two about getting things done. That’s the case with CPP team member Dee Northern. Growing up an Army brat, Dee quickly learned that the key to success is taking time to learn things the right way, and then doing them over and over again. It’s a lesson he puts into practice every day working to ensure the best possible futures for his clients.

A graduate of Old Dominion University, where he studied finance and psychology, Dee started his professional career at Edelman Financial as a Client Service Associate working with several large tenured Executive Financial Planners. His next role was as an advisor with Buckingham Strategic Wealth, where he focused on retirement planning, investment management, estate planning and tax planning in addition to serving on the Diversity Equity & Inclusion Council – an extension of the Board of Directors. Dee is proud to have helped lead the firm’s effort to develop more equitable and inclusive business practices – something he cares deeply about.

Dee is a Certified Financial Planner (CFP®) and has received his Series 7, 63 and 65. When he’s not helping clients, Dee enjoys travel, practicing Muay Thai, playing basketball and spending time as a volunteer with the AARP.

With over a decade of experience in the financial services industry in both personal wealth and portfolio management, Brett brings a relatable experience and perspective to the advisors Advisor Logistics serves.

After earning a BBA from the University of Texas at San Antonio, Brett began his career working with individuals and families as a representative with an independent broker/dealer. In 2012, he started his own Registered Investment Advisor firm, leaving the commissioned-based business behind. Brett quickly gained a solid reputation as a portfolio manager for other investment advisors, leading his RIA to rebrand and rebuild in early 2015 to a firm that provides an infrastructure where advisors can come into and thrive. Starting as a solo shop with just two million dollars in AUM in 2012, the firm grew to five full-time advisors with one hundred thirty million dollars in AUM by the end of 2017.

Through this growth, Brett gained experience as a chief investment officer and portfolio manager and further developed his skills in key leadership roles and in compliance, branding and operations management. Based on his experience, Brett knows what it takes to start and successfully run a new, independent RIA practice, and he understands the goals and challenges RIAs face in relating to and assisting advisors with the goal of creating a successful experience for the client.

Over the years Brett has recognized a service void in the independent RIA industry of advisory firms like the one he began. Such firms need professional, white glove portfolio management and oversight services, but many do not have the means or ability to hire the staff necessary for such services. This recognition helped lead to the development of Advisor Logistics.

An Austin, Texas native, Brett has lived in San Antonio for almost fourteen years where he currently resides with his wife and two young children. Brett is active in his church, enjoys golfing and playing chess, and is an avid salt water angler.

Prior to joining East Bay, Eric worked for a variety of firms, both large and small. This includes 7+ years with Goldman Sachs Asset Management where he held roles in areas such as performance measurement, client service, risk analysis, and portfolio construction. During his tenure there, Eric had the opportunity to cover many different types of asset classes, vehicles, and client types. Eric also worked at RSM U.S. Wealth Management for 10+ years, serving as the Chief Investment Officer while providing strategic leadership and solutions for their national investment platform.

Eric is a proud graduate of Indiana University where he earned a B.S. in Finance. Eric also earned the Chartered Financial Analyst (CFA) designation in 2001 and continues to stay involved in the local CFA society. Eric has been quoted several times in the Wall Street Journal and has written extensively on topics covering asset allocation, manager due diligence, financial markets, and economic events.

Eric enjoys traveling with his wife, Laura, and their two sons, Scott and Jack. In his spare time, Eric is an avid cyclist and includes finishing a Half-Ironman as one of his greatest athletic accomplishments.

Learn more and connect with Eric on LinkedIn.

Jessica Brooks is the Director of Operations at Capasso Planning Partners. She is a native of Rock Hill, SC and currently lives in Edinburgh, Scotland. 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 South Carolina, Texas, Colorado, and now gorgeous Scotland! Jesi and her family love adventure and getting to live across the globe since her work is completely remote. 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. She is a whiz at paperwork, loves making tasks and jokes, and nerding out over her personal budget (YNAB is life!). If she has free time, Jesi loves to 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.