PEGGY S. CABANISS, CFP
Peggy is President of HC Financial Advisors and has worked for over 25 years in the investment field as an investment advisor and financial planner. A CFP since 1986, she has been a long term member of NAPFA (National Association of Personal Financial Advisors) and FPA (Financial Planning Association). Peggy was elected to NAPFA’s National Board in 2003 and served as the Chair for the 2005/2006 year. 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. Recently, she was listed in Wealth Manager magazine as one of 50 Distinguished Women in Wealth Management who have contributed to the role of women in the profession.

SUSAN B. WILSON, CFA
Susan leads the research and portfolio management responsibilities in the office. She has worked in this capacity at HC Financial Advisors for over 20 years. Prior to this time, she worked for a private family wealth management firm in San Francisco. 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 graduated with honors from the University of California at Berkeley with a degree in political science.

STEPHEN C. BIGGS, CFA
Steve joined HC Financial Advisors, Inc. in 2008 as an Equity Analyst and Portfolio Manager. His background includes experience in fundamental equity research, stock selection and portfolio management. For five years, Steve was the Senior Equity Analyst for Technology at Zacks Investment Research, an independent research organization that provides information to brokerage houses and institutional investors on stocks in all sectors of the market. Steve also worked at Wells Capital Management, the institutional investment management division of Wells Fargo Bank, where he co-managed the Wells Fargo Growth Fund. Steve is a Chartered Financial Analyst with an undergraduate degree in business administration and a master’s degree in finance.

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 works with clients in providing financial planning services and retirement forecasts. 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 Director of Operations and is in charge of maintaining the portfolio management system, reconciling investment accounts, trading, and preparing reports. Karen 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.

LORRIE COCKRUM
Lorrie Cockrum is our Administrative Assistant who manages the front desk, greets clients, schedules appointments, and takes care of most administrative duties. For many years, Lorrie was the Business Administrator for Kacee Construction Company in Walnut Creek. Lorrie is also an artist, painting in watercolor, oils, and pastel.