MEET OUR LEADERSHIP

David Miller

CEO

AVATAR:
Giver

SUPER POWER:
Cause

KRYPTONITE:
Over Commitment

FAVORITE QUOTE:
“The Human Contribution is the essential ingredient. It is only in the giving of oneself to others that we truly live.”
– Ethel Percy Andrus, First Female School Principal and founder of AARP

David Miller, CFP®, believes in making an impact wherever he can and supporting organizations that further the betterment of society. David is a progressive thought leader in the financial services industry, where he has been an integral connector in helping the industry bridge the disconnect with millennials and older generations. He is the author of Wealth Kryptonite and Founder and CEO of PeachCap, a conglomerate of financial, tax, and accounting companies including a broker-dealer, Registered Investment Advisor, CPA Firm, and Asset Management company. He holds his Series 27, 24, 7, and 66 licenses and has held compliance, financial operations, sales, and supervisory principal roles both with a Fortune 50 Company and in the small business space.

At the age of 20, while attending University of Tennessee, David was on a team that managed a Large Cap Value portfolio for Tennessee Valley Authority where they were instrumental in recommending the acquisition of Knoxville based CMH by famed investor Warren Buffett. He received his BBA in Finance from Glocker Business School at UT in 2002 and his CFP® from Oglethorpe in 2008 in Atlanta. David has 15 years of industry experience and is an avid community organizer, board member of the global Entrepreneurs Organization, and an Angel Investor with Atlanta Technology Angels. He is involved with GCAPP, CHOA, Team Britton, and The Westside Future Fund for the revitalization of West Atlanta. He proudly supports the Colon Cancer Alliance and is former chairman of several other non-profits.

David and his loving wife, Suzanne, have 3 boys, Hudson, Deacon, and Paxton, and two dogs (a Schnauzer and a labradoodle) and have resided in Atlanta since 2003. They enjoy a variety of family activities, including shucking oysters.

Shelley Eddy, CIMA ®

Director of Family Offices

AVATAR:
Connector

SUPER POWER:
Trust

KRYPTONITE:
Waste

FAVORITE QUOTE:
“Finish the Drill”

An Atlanta native, Shelley spent several years in Colorado and North Carolina before returning to her beloved home state. She has practiced as a Financial Advisor, as well as a distributor of institutional equity manager solutions across the country. Described as witty, trustworthy, and a straight shooter, she has a dynamic background that allows her to see the industry from multiple angles. “Understanding Financial Advisory, Business Development and Distribution, while being Director of Family Offices, gives me perspective on the complexities of each position and how they play a role in developing lasting relationships in our community and building a successful Family Office network,” she says.

When not serving as Peachtree’s connective tissue, Shelley loves spending time with the people she loves most, her husband and little girl, and she is a passionate supporter of organizations focused on bettering the lives of children and children with special needs, including the ADA, Children’s Restoration Network, the Georgia PKU Alliance, and Emory Genetics Research.

Ridgely Goldsborough, Esq.

Chief Culture Officer

AVATAR:
Problem Solver

SUPER POWER:
Solutions

KRYPTONITE:
Paralysis

FAVORITE QUOTE:
“The world is run by people who show up and when you’re going through hell, don’t stop.”

Ridgely has a passion for taking complex and challenging topics, breaking them down to make sense out of them and sharing solutions that work. He has written 15 books, created audio programs, hosted his own television show, and appeared on every major network in an effort to share with others, especially youth, that success and wealth follow proven paths.

He also speaks around the world to teach elite financial minds concepts with proven track records that can be adopted by anyone. Ridgely holds a bachelor’s degree from the University of Virginia, a J.D from Whittier Law School, a Master Writing Certificate from UCLA, and many other online marketing designations. Ridgely lives in Pensacola with his lovely wife, Kathy, where they share a passion for fine dining, Southern hospitality and philanthropy.

Eric Burnette, CFP ®

COO

Avatar:
Problem Solver

Super Power:
Solutions

Kryptonite:
Paralysis

Favorite Quotes:
“I am not a product of my circumstances. I am a product of my decisions.” – Stephen Covey

Eric was raised in Gainesville, Georgia, and is a graduate of the University of Georgia, where he received his BBA in Finance, Real Estate, and his CFP soon after. After serving clients as an advisor for many years, he had a desire to affect the company on a broader scale. Eric has an innate ability to see problems from every angle, as well as develop, refine, and oversee solutions and systems. “I really value people being considerate of others, and treating each other the right way,” he says. “I strive to ensure that all of our employees and clients are treated fairly and appropriately, and are given the attention and resources they deserve in order to succeed.” Eric lives in Buckhead with his wife, Katherine. They enjoy hiking and camping in the mountains, Georgia football, and listening to their favorite bands.

Josh Gregg, CPA

CFO

Avatar:
Innovator

Super Power:
Improvements

Kryptonite:
Change

Favorite Quote:
“Hard work trumps most everything”

Josh’s background in public accounting at large regional tax firms gives him the experience to serve the tax and accounting needs of individuals and businesses. “Working with a very diverse set of clients and colleagues has helped me gain knowledge in a variety of tax subjects,” he says. “This helps me ask the right questions to identify potential tax pitfalls as well as opportunities.” Josh’s skill set has propelled him from an active tax advisor to CFO, where he can leverage his experience, knowledge, and attention to benefit PeachCap. Married to his high school sweetheart, Brandi, Josh says her passion for life inspires him. Known for his competitiveness, Josh describes his perfect weekend as playing golf, discovering new restaurants and jogging through Piedmont Park. “My parents, Nathan & Dera, instilled in my sister and me that success is dependent on effort, and only we can control effort.”

Chris Wenner

CIO – Pêssego Equity Markets

Avatar:
Innovator

Super Power:
Improvements

Kryptonite:
Change

Favorite Quote:
“Whenever you find yourself on the side of the majority, it is time to reform (or pause and reflect)” – Mark Twain

Prior to joining PeachCap as CIO for Pessego Global Analytics ™, Chris worked at UBS Investment Bank and UBS Financial Services for nearly a decade. He started UBS on the Repo Trading Desk in Stamford, Connecticut, before joining the Municipal Bond Trading Desk in New York City. Chris also spent time in Newport Beach, CA where he developed and managed a book of institutional and private clients. Chris’ extensive background in fixed income, equities, and option strategies is the cornerstone of Pessego Global Analytics ™. “I have solid experience on trading desks and in playing Division 1 College Athletics,” he says. Both teach one fundamental lesson: working as a team is always most important.” Chris holds his Business and Economics degree from Lehigh University. He and his wife, Whitney, and their three sons, live in Peachtree Corners. Described as patient, driven, and optimistic, Chris loves spending time with his family, playing golf, reading, and running.

Randy Miller

Director of Corporate Relationships

Avatar:
Connector

Super Power:
Trust

Kryptonite:
Waste

Favorite Quote:
“You never fail until you stop trying” – Albert Einstein

Joining PeachCap is Randy’s second career, as he previously retired from Lockheed Martin Aeronautics Company as a Program Office Director. Described by many as sincere, devoted, dependable, and trustworthy, Randy’s previous professional and personal experiences enhance his ability to work with his colleagues and better help clients. His broad background in operations, program management, cost account management, and customer support allow him to help mold PeachCap’s Family Office Model and the unique experience our clients have with us. Randy is a veteran of the United States Army and a licensed private pilot. He is dedicated to customer satisfaction, and he possesses strong customer relations and interpersonal skills. Randy lives in Kennesaw, Georgia, with Susan, his wife of 39 years. Randy and Susan enjoy relaxing at their beach house, playing golf, saltwater fishing, and spending time together with their nieces and nephews on Cape Cod.

Christina Baker

Head of Platform Operations

AVATAR:
Problem Solver

SUPER POWER:
Solutions

KRYPTONITE:
Paralysis

FAVORITE QUOTE:
“Change is inevitable, innovation is optional”

Christina hails from Mobile, Alabama, and has a background in tax and accounting, as well as extensive experience in operations management. “My past professional experience allows me to coordinate multiple departments and staff members, ensuring that our team is working efficiently for our clients,” she says. Christina’s favorite place to be is on the beach. She enjoys physical fitness, biking, and spending time with friends and family. She’s best known for her kind heart, energy, and laugh.

Bram Tunggala

Dual Head of Pêssego Global Analytics & Research™

Avatar:
Perfectionist

Super Power:
Systems

Kryptonite:
Rigidity

Favorite Quote:
“Treat others the way you want to be treated”

BramTunggala moved to the suburbs of Atlanta from Jakarta, Indonesia when he was just 7. Intrigued by the unlimited potential of trading, he developed an interest in the stock market, which led him to pursue trading and research full time. Bram’s perfectionist and entrepreneurial mentality serve him well as a Research Analyst with Pessego Global Analytics ™. Industrious, committed, and hospitable, Bram says he is “blessed to have great parents and mentors who instilled in me the value of hard work, discipline and fortitude. Adopting these traits allows me to maintain composure and a positive outlook through life’s highs and lows. I hope to carry that over to clients and colleagues to provide a well-balanced perspective.”

Minho Jang

Dual Head of Pêssego Global Analytics & Research™

Avatar:
Innovator

Super Power:
Improvements

Kryptonite:
Change

Favorite Quote:
“Love what you do and do what you love.”

Minho likes to challenge the difficulties and complications that separate investors from fixed income, and help them enjoy the systematic and condensed way of approaching it. He strives to improve overall work efficiency and accuracy on the trading desk and on the client security management side as well. Minho feels his experience as a squad leader in the South Korean army taught him how to use good teamwork to maximize strengths and reduce weaknesses. His parents and brother still live in his hometown of Pyeongtaek, South Korea. He lives in Cumming, Georgia with his wife and daughters. Minho enjoys time with family, golfing and watching movies.

Matt Goodwin

Director of Risk Management & Insurance

Avatar:
Connector

Super Power:
Trust

Kryptonite:
Waste

Favorite Quote:
“Love your neighbor as yourself”

Matt’s experience as a practicing advisor and insurance expert led him to PeachCap, where he spearheaded the development of our Risk Management Department as the Director of Insurance. Matt is a partner to our Family Offices, and he “finds joy in taking the time to get to know each advisor.” “By understanding who they are, I can grow with them, help them to achieve their goals, and celebrate with them,” he says. Raised in Lawrenceville, Georgia, Matt graduated with a B.S. in Consumer Economics and an emphasis in Family Financial Management. Married for 12 years and with four beautiful children, Matt stays active coaching and being involved in all of his kids’ activities, from sports to fishing and everything in between. Faith, family, and fun are the cornerstones of his life.

Stephen Haupt

Head of Specialty Tax Services

Avatar:
Connector

Super Power:
Trust

Kryptonite:
Waste

Favorite Quote:
“True wisdom is knowing what you don’t know”

Originally from Savannah, Georgia, Stephen has a BBA in Accounting and a minor in Business Law. He has 13 years of experience in dealing with complex tax matters, consulting with clients on business and tax planning, and preparing returns for individuals, corporations, partnerships, trusts, and estates. It’s really in his blood, as Stephen’s father is a CPA. He is licensed to represent clients before the IRS with an Enrolled Agent designation. Stephen takes an interest in his clients both professionally and personally, and he’s known for making difficult situations easy with his intelligence, creativity, and sense of humor. He and his wife, Michaela, have a daughter, Weslee, and son, Van. Stephen carries a single-digit golf handicap and plays every chance he gets. When not on the course, he loves spending time with his family.

Edward Kim

CIO – Pêssego Fixed Income Markets

Avatar:
Master

Super Power:
Depth

Kryptonite:
Complexity

Favorite Quote:
“If you want the rainbow, you’ve got to put up with the rain.”

Born and raised in Columbus, Georgia, Edward was on the front lines as a trader for more than ten years, giving him a vast knowledge of the ins and outs of the bond market. Edward uses this insider know-how to serve PeachCap clients, where he enjoys “bucking the trend” by sharing Wall Street secrets for their benefit. Outside of time spent working, Edward enjoys boxing, golf, and spending time with wife Catherine, son Edison and their two dogs, Madden and Manny.

Gary Schwartz

Chief Compliance Officer

Avatar:
Perfectionist

Super Power:
Systems

Kryptonite:
Rigidity

Favorite Quote:
“Integrity is doing the right thing even when no one is watching.”

Gary was born and raised in the greater area of Detroit, Michigan, and later attended Michigan State University before heading south to Atlanta where he earned his MBA in Finance at Georgia State University. Prior to joining PeachCap, Gary was the Chief Compliance Officer of First Southern Securities, a boutique investment firm, in Alpharetta, GA. Gary brings with him more than 20 years of experience in the financial industry working within both the equity and fixed income sides of the business. Outside the office, Gary enjoys golf, traveling and spending time with his family.

Mark Axmacher

Director Mid-Atlantic Market

Avatar:
Connector

Super Power:
Trust

Kryptonite:
Waste

Favorite Quote:
“Nobody cares how much you know, until they know how much you care.” Theodore Roosevelt.

Mark is often described as committed, empathetic and trustworthy, qualities that have served him well over more than a decade of advising individuals and families on their finances, both in advisory firms as well as his own boutique family office, which was known as Capella Wealth Management. “I love my job because I get to help people make a meaningful connection between their finances and their goals for themselves and their families,” he says.

He holds a bachelor’s degree in economics from Miami University of Ohio and attended the Stern Advantage Program at the Leonard N. Stern School of Business at New York University. Mark is a proud resident of the Georgetown neighborhood of Washington, D.C, where he lives with his wife, Jennifer, son, Wynn, and dog, Derby. He’s an active member of the community and enjoys traveling, reading and yoga as well as working to support charitable organizations such as Innocents at Risk, The Washington Ballet, and March of Dimes.