Who We Are

PeachCap was founded in 1985 as a CPA firm serving wealthy Atlanta families wanting to optimize their tax strategies. As business bloomed, clients began asking for estate, stock, and financial advice as a natural evolution of their successful relationship.

Sensing opportunity, PeachCap registered as a broker-dealer in 1990 and immediately began offering a wide range of tax, wealth, and accounting services to its clients. From investments, to bookkeeping, the firm operated similarly to what’s known today as a multi-family office: a one-stop shop for all things tax, wealth, and accounting related.

PeachCap is a technology-enabled firm dedicated to a mission of democratizing the family office model and making it accessible to the main street client. PeachCap’s collaborative client model provides fully integrated tax, wealth, and accounting services to individuals, families, and businesses. Our unique structure partners Tax and Wealth Advisors to work cohesively for clients, maximizing the impact of advice and minimizing financial stress.


Founder & Chairman of the Board


David began in the industry as an equity analyst during the 2000 tech collapse where he experienced uncanny results when his small team’s deep value approach to investing beat the S&P by over 36% during one of the biggest bear markets in history. After graduating early, he embarked on a journey to live in the favelas of São Gonçalo, Brazil where he gained many life and business lessons still guiding his success today. After returning to the states, he worked for a Fortune 500 Company where he was ranked as one of the Top Financial Advisors and managers. He held sales, compliance, and operational roles covering the Southeast Market Group. When the 2008 financial crisis hit, David decided to build a business from scratch with the desire to educate and materially change the industry by providing fully integrated tax, accounting, and wealth services to families and businesses across the globe. David is also involved with Emory Global Health, GCAPP, and Entrepreneurs Organization among numerous other socially minded initiatives.


President & COO


Eric 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. He values people being considerate of others, and treating each other the right way. Eric strives to ensure that all of his employees and clients are treated fairly and appropriately, and are given the attention and resources they deserve in order to succeed.


Chief Financial Officer


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. By working with a very diverse set of clients and colleagues, he has gained knowledge in a variety of tax subjects. This allows him to ask the right questions and identify potential tax pitfalls as well as many different opportunities. Josh’s skill set has propelled him from an active tax advisor to a CFO. Here he can leverage his experience, knowledge, and attention to benefit PeachCap and his clients.  


Director of Business Development


An Atlanta native, Shelley spent several years in Colorado and North Carolina before returning to her beloved home state. Professionally, she has practiced as a Wealth Advisor for most of her 15 years in financial industry. 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 Business Development, 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 business,” she says.


Chief of Staff


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.


Vice President of Operations


Lisa’s wide-ranging experience in both contract negotiations and operations management makes her a valuable addition to the PeachCap team. 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.


Head of Credit Research & Senior Portfolio Manager


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 with client security management. 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.


Chief Investment Officer


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.


Head of Specialty Tax Services


Stephen has a BBA in Accounting and a minor in Business Law. He has 16+ 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. Stephen is licensed to represent clients before the IRS with an Enrolled Agent designation. He 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.


Wealth Advisor — IDEX Financial


Head of Accounting Services


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 12+ years of public accounting experience to PeachCap, 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.


Director of Financial Advisors & Risk Management


Matt’s experience as a practicing advisor and insurance expert led him to PeachCap where he spearheaded the development of our Risk Management Department. Matt is a strong part of our Family Office where he finds joy in taking the time to get to know each advisor. Matt believes that by understanding who his clients are, he can help them achieve their goals and celebrate their financial wins together!


Wealth Advisor


Born in Austell and raised in Atlanta, Karen Holt is a true Georgia native. Karen serves as an Investment Advisor at PeachCap and provides financial services and investment advice to individuals, families, and small businesses. With over 20+ years in the industry, Karen has been widely recognized. She has appeared in print, radio, and television. Karen is a former member of the President’s Club at National Life. Her experiences have led her to be most passionate about her clients and helping them achieve their stated goals. Personally, Karen lives by the motto “We become what we think about.”


Tax & Wealth Advisor


With 35 years of experience working in her field, Margaret started out as admin but strived to advance and learn more in the investment/tax field. She became an enrolled agent and licensed in securities and insurance. Margaret is flexible and open to new challenges, and she applies this while working with her clients to achieve their retirement goals and tax savings. As a Tax and Wealth Advisor here at PeachCap, she gives 100% to all her clients and uses her experience and drive to help her clients reach their financial goals.


Wealth Advisor