Your PeachCap Team
Eric Burnette
President & CEO
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.
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!
Desiree Heard
Tax Administrator
As a Tax Administrator at PeachCap, Desiree is dedicated to assisting our valued clients with all their tax needs. She is originally from Los Angeles, California and has over 5 years of experience in the Tax Resolution industry. Desiree enjoys working with her teammates brainstorming and streamlining new processes to help take the stress of taxes off our client's hands. She enjoys making pottery and taking her dog on long walks on the weekends.
Margaret Myatt, EA
Tax and Wealth Advisor
Margaret brings 30 years of experience to Peachcap. She works with her clients as both a tax and wealth advisor. This enables her to offer full investment management services as well as providing strategies to minimize taxes. Her goal is to help clients develop a roadmap for their financial and retirement goals. Keeping her client’s best interest is always the top priority.
Alison Paris
Senior Tax Coordinator
Alison is an Atlanta native and dedicated self-starter who loves challenging and rewarding work. She has a passion for detail-oriented tasks and believes we must see through the scope of our citizen focus to achieve progress. Alison has made a home with her teammates at Peachcap and knows that every day is a chance to make a difference, to use her skill set to achieve the optimal working result.
Colleen Carey
Client Service Advisor
Bio Coming Soon
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!
Karen Holt
Wealth Advisor
As a Wealth Advisor with PeachCap, Karen is committed to providing her clients the highest level of professionalism and personal service. Karen specializes in retirement planning, 401k rollovers, annuities, and insurance for affluent individuals, business owners and professionals. Karen believes a good investment program enhances personal wealth by increasing income consistent with each client’s risk tolerance and investment objective. Karen believes that before you make an investment decision, it is important to understand where you are today and where you want to be in meeting your investment goals. Once she fully understands her client’s goals, she will recommend a suitable investment program and monitor it on an ongoing basis.
Josh Gregg
Tax Partner
Josh has more than 13 years of experience providing accounting and tax services to small and mid-sized businesses, nonprofits, and individuals. Over his career, Josh has been involved in a number of complex transactions, including business combinations, business acquisitions, and tax-free exchanges. Josh has also represented clients being examined by government agencies and frequently works with clients to minimize federal and state taxes. By working with a diverse set of clients and colleagues, Josh has gained knowledge in various tax subjects. This knowledge allows him to ask the right questions and identify potential tax pitfalls and opportunities.
Jessica Mateo
Accounting Associate
Bio Coming Soon.
Lisa Perkins
VP of Operations
Chief Financial Officer
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.
Lauren McCorquodale
Accounting Manager
Lauren has been a part of the PeachCap family since she graduated from Wofford College (go Terriers!) in 2018. Lauren enjoys working with team members to help improve the client’s experience and success. Outside of the office you can find Lauren cheering on the Braves or hanging out with friends and family.
Stephen Haupt
Tax Partner
Stephen has 20 years of experience helping individuals and small business with their accounting and tax needs. His experience ranges from tax preparation, tax planning and minimization strategies, entity selection and setup, monthly accounting and payroll. In his spare time you will find him at the soccer fields with his 2 children or on the golf course.
Shirley Sanford
Administrative Assistant
Shirley Sanford brings many years of experience in client services, she currently works in the role as Office Manager and Administrative Assistant. Shirley's greatest contribution to the firm is she loves to serve the clients to bring all of PeachCap's core values into play.
Michael Simpson
Bookkeeper
Michael graduated from Kennesaw University in 2016 with a bachelor’s degree in accounting. He has 5 years of experience with write-up work, bookkeeping, payroll processing, and monthly financial statement preparation. He enjoys watching movies with his friends, traveling with his family, and prefers dogs over cats.
Clint Teague
Compliance Officer
Clint graduated from the University of Georgia with a BBA in Economics and a minor in Computer Science. He continued his education with a graduate studies at Kennesaw State University, where he earned his MBA and a Master of Scienc in Information Systems. Clint has been in financial services his whole career. He started in the mortgage business then switched to the investment side of financial services. Of course, he roots for UGA and for the Atlanta sports teams as well except for Tech.
Alison Biello
Levi Wetherington
Senior Staff Accountant
Levi’s desire to work with experienced and innovative accounting professionals led him to join the PeachCap team in December 2020. With the majority of his experience in tax accounting, Levi knows that every client’s situation is unique. He enjoys exploring those individual situations and providing confident and trustworthy solutions.
Institutional Fixed Income
Fabian Gomez
Fixed Income Operations Associate
Bio & Picture Coming Soon.
Minho Jang
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.
Ed Kim
Chief Investment Officer
Edward runs the PeachCap fixed income trading desk as well as manages the firm’s institutional clients. With over a decade of experience trading, he has created and developed several unique fixed income strategies which he incorporates into the fixed income portfolios he manages. Edward is a graduate of Emory Goizueta Business school. He holds an Act 20/22 decree and proudly calls Puerto Rico home for him and his family.
Cameron Parkhurst
Head of Institutional Relationships Fixed Income
Cameron’s 20+ years’ experience, both as a trader, portfolio manager and lead consultant to Institutional clients has led him to PeachCap. He is a key cog in our process of both introducing RIAs, Family Offices, and other Institutions to our value additive bond strategies, but more importantly in highlighting areas where our desk creates significant competitive advantages and business efficiencies for each Advisor. He prides himself in sitting on the same side of the table with each Advisor as their strategic partner when communicating with their own clients. Cameron is an integral member of the fixed income investment committee and does much of the written pieces for the desk. When not working, he can usually be found enjoying the water, competitive fishing, golf, and enjoying life with his children.