Abacus
Financial Planning & Investment Management
 
 
 
 
 
 
 

 
OUR TEAM

PEGGY S. CABANISS, CFP
Peggy is President of HC Financial Advisors.  She has worked for over 25 years in the investment field as a securities analyst and financial planner.  She earned the Certified Financial Planner designation in 1986.  She is a member of the National Association of Personal Financial Advisors (NAPFA) and served as the Chair of the National Board of Directors for the 2005/2006 year.  She is also a member of the Financial Planning Association (FPA).  She holds a B.S. in math from the University of Arizona and a M.S. in information science from the University of California at Los Angeles.  For six years, Peggy was named one of the top financial advisors in the country by Worth magazine.

SUSAN B. WILSON, CFA
Susan leads the research efforts at HC Financial Advisors and is actively involved in the portfolio management process.  She has worked as a securities analyst for over 20 years.  She is a Chartered Financial Analyst and a member of the CFA Institute of San Francisco.  Susan served as an arbitrator for the National Association of Securities Dealers from 1998 to 2004.  She is a graduate of the University of California at Berkeley with a degree in political science.

ANITA SINGH
Anita is a financial planner who works with clients on a variety of financial planning matters.  She has an extensive analytical background and helps with detailed analysis and financial modeling on behalf of our clients.  Before joining HC Financial Advisors, Anita worked as a wealth manager for a major financial services company.  She holds an engineering degree from the University of California at Davis and an MBA from the University of San Francisco.  In addition, she is currently studying for the Certified Financial Planner examination. 

KARLA McAVOY
Karla McAvoy is a financial planner who works with Anita Singh and Peggy Cabaniss in providing financial planning services for all clients. Karla received her Bachelor of Arts in Economics from University of California at Davis and graduated with honors. She also received an MBA from Santa Clara University in 2001. She has completed the course work and passed the exam for the Certified Financial Planner certificate. Before branching into financial planning, Karla worked as a software engineer at Bank of America and PeopleSoft. At PeopleSoft, she developed educational programs for the company’s customers and managed a 50 person Educational Services department for customer training. 

KAREN MINNIS
Karen is our Office Manager.  She is a graduate of Holy Names College in Oakland where she graduated with honors in June 1996 with a degree in business administration/human resources management.  Prior to joining HC Financial Advisors, Karen was with the Orinda Union School District for ten years where she was coordinator of business services.

KATHY SYLVESTER
Kathy maintains accounting and portfolio reports for all investment clients. She graduated from Holy Names College in Oakland with a degree in history.  Before joining HC Financial Advisors, Kathy was the owner of Giorgio’s Coffee and Bakery shop in Danville.

3685 Mt. Diablo Blvd, Suite 200 | Lafayette, CA 94549 | ph 925-299-1800 | fx 925-299-1812
 
 
     
 
©2008 HC Financial Advisors, Inc.