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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
Her recognition as a financial advisor is far-reaching. Worth magazine has selected Cheryl as one of its Top Financial Advisors three times. She has been recognized for four years by Medical Economics as among the “150 Best Financial Advisors for Doctors.” Bloomberg Wealth Manager twice included her in its annual survey of the top wealth managers in the nation. In addition, she has been widely quoted in Forbes, Money, Worth, Financial Planning, Journal of Financial Planning, Medical Economics, Investment Advisor, Kiplinger’s, Bloomberg Wealth Management, and other national financial publications. Cheryl is a member of the Bryn Mawr College Board of Trustees, serving as the chair of the Investment Committee for the Endowment. She is 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. Locally, she is a member of the Clemson University College of Business and Behavioral Science Advisory Board and an Elder at Shandon Presbyterian Church. 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 graduated cum laude from Bryn Mawr College in 1980 with an A.B. in Economics and received her CFP® certification in 1990.
X. Alexandra Chastain has been with Abacus Planning Group, Inc. from the beginning and has spent most of that time working with the firm’s Investment team. Alex has significant experience in investment due diligence and research, asset allocation planning and portfolio design and implementation. Alex received her CFP® certification in 2004 and has gained a broad perspective of the role of investment management in relation to clients’ comprehensive financial planning 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.
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. 
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.
Arianna received a MAT in Health Education and a BS in Mathematics Education from the University of South Carolina, and recently received her CERTIFIED FINANCIAL PLANNER™ certification in 2007. She has served as a math instructor at Midlands Technical College, the Director of Orientation at the College of Charleston, the Principal of Hand Middle School, and Assistant Principal of Dreher High School. She is a 1985 graduate of the Leadership Columbia Program.
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.
Eddie W. Kramer serves as a paraplanner on the financial planning team of Abacus Planning Group, Inc. In this capacity, he works closely with clients to understand their goals in order to develop and implement a comprehensive financial plan to achieve those goals. Eddie received the CERTIFIED FINANCIAL PLANNER™ certification in 2006.
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 sat for 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.