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Everyone at Abacus is here for the same reason – you. Our singular purpose, as individuals and as a firm, is to help you achieve your financial goals and, never to be forgotten, your personal dreams. Financial planning requires both breadth and depth of knowledge. We have that knowledge. Perhaps even more importantly, we bring it to life through the power of collaboration – working as a seamless team, blending our unique experiences to offer the confident advice, the step-by-step guidance, and the efficient implementation that allow a client to make effortless decisions. We are committed to our clients, to one another and to our profession. It is a commitment we honor with integrity, clarity, and the desire to continually enhance our wisdom and our services. President
Ms. Holland is a member of the Bryn Mawr College Board of Trustees, serving as the chair of the Investment Committee for the Endowment. She served as an appointed member of the 2006-2007 Schwab Institutional Advisory Board, the Schwab Institutional Technology and Operations Advisory Board and the 2007-2008 TIAA_CREF Board of Financial Advisors. She is a current member of the Park Street Capital VI and VII Advisory Board and Mineral Acquisition Partners 2004 and 2006 Advisory Committee. Locally, she is a member of the Clemson University College of Business and Behavioral Science Advisory Board, an Elder at Shandon Presbyterian Church and serves as the Public Relations Chairman for the CFA Society of South Carolina.
Client Focus: Providing the big picture perspective – matching investment and financial planning strategies to a client’s goals and spearheading the Abacus commitment to problem solving. Life Focus: Relishing her family (particularly her role as a mother to a delightful daughter), cooking, camping and reading voraciously. The Investment Team
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Cheryl R. Holland received a Bachelor of Arts Degree in Economics, cum laude, from Bryn Mawr College in 1980 and was awarded the CFP® in 1990. She is President of Abacus Planning Group, Inc., a fee-only financial planning and investment counsel firm managing over $500,000,000 in assets primarily for individuals. Ms. Holland is included on Worth magazine’s list of the Top 100 Financial Advisors in the nation in 1996, 1997, 1998, 2006, 2007 and 2008 and is in Medical Economics in 1998, 1999, 2000 and 2002 on the list of the “150 Best Financial Advisors for Doctors. Wealth Manager Magazine has included her in their annual survey of the top wealth managers in the nation every year from 2002 - 2008 and in 2008, on their list of the “Top Fifty Women Wealth Managers” in the country. She was featured in the December 1, 2008 issue of The Wall Street Journal. She is a columnist for the University of South Carolina’s Business and Economic Review, serves on the advisory board of Doctor’s Digest and has been widely quoted in Forbes, Money, Worth, Financial Planning, Journal of Financial Planning, Medical Economics, Investment Advisor, Kiplinger’s, Wealth Manager, Financial Advisor and other financial publications. Her company, Abacus Planning Group is the recipient of the 2007 Charles Schwab Pacesetter IMPACT Award® for Innovation and Accelerated Growth.
X. Alexandra Chastain, CFP® serves as the leader of Abacus’s Financial Advisory Team which coordinates the creation, research and implementation of strategies and processes that will enhance our client’s overall wealth. The Abacus Financial Advisory Team includes seven CFPs®, one CPA and one J.D. which allows the team to provide multidisciplinary and integrated advice to all clients. As a principal at Abacus Planning Group, Inc. Alex also advises over 40 clients helping them make smart financial decisions to reach their goals. 
Charles, recognized for his research and analytical abilities, is a 2001 graduate of The University of the South (Sewanee) with a B.A. in Economics. He has recently begun the Chartered Financial Analyst program.
Bart, deeply experienced in investment research and planning, graduated from Cornell University in 1994 with a B.A. in Economics. In 2003 he earned the prestigious Chartered Financial Analyst Designation which is the only globally recognized credential for investment analysis and management.
Andrew, a 2006 graduate of Clemson University with a BS in Financial Management, is currently pursuing CFP® certification. He joined the Abacus financial planning team as a paraplanner in his pursuit of the three year practical experience requirement for CFP® certification. Andrew, a native South Carolinan, grew up in Beaufort.
Angel T. Marvin graduated from the University of South Carolina with a B.S. in Chemical Engineering in 1993 and a Master of Taxation in 2002. She is a Certified Public Accountant in both North and South Carolina. Her professional memberships include the American Institute of Certified Public Accountants and the South Carolina Association of Certified Public Accountants. 
Susan, a 1980 graduate of Erskine College with a B.S. in Economics and Management, came to Abacus with a fifteen-year track record in the banking industry. She was Vice President and Certified Cash Manager in the Treasury Services Division at First Union National Bank in Boca Raton, Florida.
Jonathan J. Robertson is a 2004 Magna Cum Laude graduate of Texas Tech University with a B.S. in Personal Financial Planning. While at Texas Tech, Jon was a peer financial educator with Red to Black, a non-profit organization at the college. After graduating from Texas Tech, Jon earned his Juris Doctor from University of South Carolina School of Law in May of 2007 and passed the South Carolina bar in July of 2007.
Barbara is a 1969 graduate of Salem College with a B.A. in English and Sociology. She heads the firm’s public relations initiative, with a clear objective to maintain and expand Abacus’ role as an outstanding corporate citizen.
Clydia is a graduate of King’s College with an Associates Degree in Secretarial Science.
Molly is a 1981 graduate of The College of Charleston with a B.S. in Education. Before joining Abacus, Molly worked in marketing and management.