MEET OUR LEADERSHIP

David Miller, CFP®

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.”

Randy Miller

Chief of Staff

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 Financial 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.

Minho Jang

Head of Credit Research & Senior Portfolio Manager

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.

Thomas Russell

Director of Corporate and Municipal Trading

AVATAR:
Giver

SUPER POWER:
Cause(s)

KRYPTONITE:
Over-commitment

FAVORITE QUOTE:
“What I learned on my own I still remember.”

An Atlanta native, Tom brings considerable skills in fixed income trading gained from years of experience at the advisor and institutional level, as well as from earning his finance degree at Kennesaw State University. His friends describe him as clever, passionate, and competitive.

When he isn’t scouring the market for creative and sustainable ways to generate income for clients, he enjoys traveling, playing rugby, and spending time with his wife Maeve in their East Atlanta Village home.

Lisa Perkins

Head of Practice Transitions

AVATAR:
Giver

SUPER POWER:
Cause(s)

KRYPTONITE:
Over-commitment

FAVORITE QUOTE:
“You miss 100% of the shots you don’t take.”

Lisa’s wide-ranging experience in both contract negotiations and operations management makes her a valuable addition to the PeachCap team as Head of Practice Transitions. Before coming to PeachCap, she spent time in operations, both in finance and as the COO for a medical technology company in Savannah, Georgia. She also served as Senior Broadcast Negotiator at a leading global media investment organization, working to help Fortune 100 companies with strategic advertising.

Lisa is a graduate of the University of Alabama and holds a BBA from Piedmont College. In her spare time, she enjoys traveling to new places, listening to live music, and spending time with her family. She is often described as dependable, empathetic, and trustworthy.

Tommy Roddenberry

Head of FinTax

AVATAR:
Problem Solver

SUPER POWER:
Solutions

KRYPTONITE:
Paralysis

FAVORITE QUOTE:
“You've got to stand for something or you'll fall for anything.”

Tommy is a native of Tampa, FL who is often described as energetic, driven, and positive. He holds a bachelor’s in accountancy from Auburn University as well as a Master’s in taxation from The University of Mississippi and has worked as a CPA ever since. Outside of PeachCap, he enjoys playing tennis, watching college football, and spending time with friends and family.

Michelle Frank

Head of Accounting Services

AVATAR:
Problem Solver

SUPER POWER:
Solutions

KRYPTONITE:
Paralysis

FAVORITE QUOTE:
“If you're offered a seat on a rocket ship, you don't ask what seat. You just get on.”

An Atlanta native, Michelle has a Bachelor of Arts in Economics from Emory University. She completed her post-graduate studies in accounting at Georgia State University, and has been a Certified Public Accountant since 2013. Michelle brings 10 years of public accounting experience to Peach Cap, consisting primarily of personal and corporate tax return preparation, as well as extensive experience in financial statement compilation, payroll processing, and sales tax matters. She is currently an active member of the Georgia Society of CPAs, and in her spare time she enjoys serving as a trustee for the Jewish Women’s Fund of Atlanta, as well as traveling throughout the country to run marathons. Friends and colleagues describe her as competitive, perceptive, and trustworthy. Michelle is married to Gavin, and together they have 3 daughters: Rachel, Daniella, and Ilana.

Jason Freuchtel

Head of Equity Research & Senior Portfolio Manager

AVATAR:
Problem Solver

SUPER POWER:
Solutions

KRYPTONITE:
Paralysis

FAVORITE QUOTE:
“Those who cannot remember the past are condemned to repeat it
.”

– George Santayana

Jason demonstrates a passion for investing.  Throughout his expansive career in equity research he has focused on a variety of different sectors and investing styles.  His enthusiasm for and expertise in equity investing allows Jason to effectively serve clients via institutional quality products.  Prior to joining PeachCap, Jason spent more than 12 years working at SunTrust, Carlson Capital, and Banc of America Securities.  Jason received his MBA from UNC’s Kenan-Flagler Business School and his undergraduate degree from Wake Forest University.  Away from work, he enjoys watching and playing most sports, traveling, as well as spending time with his wife, Renn, and son, Ethan.

Rob Friedman

Director of Marketing

AVATAR:
Innovator

SUPER POWER:
New Ideas

KRYPTONITE:
Paralysis

FAVORITE QUOTE:
“The significant problems we face cannot be solved at the same level of thinking that we were at when we created them
.”

– Albert Einstein

 

Rob Friedman is Director of Marketing at PeachCap and has over 20 years of experience in Marketing and Digital Strategy. His track record of success in marketing, technology, innovation, and entrepreneurship is the result of his agile onshore, offshore, and hybrid team development and leadership. Rob is particulary knowledgable in leveraging marketing insights and data analytics, and has generated double digit revenue, yield and market share growth for multiple global corporations.

During the Internet boom, Rob moved to California where he co-founded Web.com and served as the company's first CEO. Rob grew Web.com to become one of the top 500 websites in the U.S., and in 2006 Web.com was acquired by Interland, Inc. (NASDAQ: INLD), who rebranded to Web.com (NASDAQ: WWWW, today Web.com Group, NASDAQ: WEB). Rob also led Strategy for Airwave Wireless (one of the first Wi-Fi ISPs), served as the Global Head of Digital Strategy Consulting for Amadeus, and was a Principal Consultant in Digital Transformation for BT Americas.

Rob earned a B.S.E. degree in Operations Research from Princeton University, and an MBA from HEC Paris. He lived, studied and worked a total of 6 years in France, and his wife, Stephanie, and 3 children, Madeleine, Henri, and Alexandre, are dual American-French citizens. Residing in the Atlanta area for 10 years, Rob is an avid chef, maintains a hobby farm (with a tractor, 2 dogs, 2 cats, 1 horse, and 1 pony), and enjoys most activities that involve power tools.