President

Abacus Planning Group

3200 Devine Street, Suite 101

Columbia, South Carolina 29205

803-933-0054

www.abacusplanninggroup.com

Clients: 130

Clientele: Closely-held business owners; recently divorced or widowed individuals; professionals

Compensation method: Fee-only

Fee: Combined fee for financial planning and asset management, beginning at $12,000/year

Assets under management: $300 million (approx.)

Education: A.B. in Economics from Bryn Mawr College (cum laude)

Outside interests: Family–husband, 10-year-old daughter, two dogs, three hamsters