About Us
What We Do A Partner On Your Life Journey.
PeachCap was founded in 1989 as Peachtree Capital Corporation. What began as a boutique Financial, Tax, and Accounting firm based in Atlanta, GA has grown to serve a national clientele with offices around the country. Our primary focus has been, and remains, providing an excellent customer experience to assist our clients in meeting their financial needs and desires, in whichever life stage they are navigating.
PeachCap brings financial services normally reserved for the ultra-wealthy to mainstreet. We’ve broken down the silos between tax, wealth, and accounting to offer clients a fully integrated approach to all-things financial.
Your dedicated PeachCap team defines your financial objectives then develops your fully aligned tax, investment, and accounting strategy. Your personalized plan is then implemented to get you where you want to be.
All in all, we’re your one-stop shop for guidance in working to achieve your financial goals!
About Us A Team That CAres about and
Understands You
One of the differences you will find at PeachCap is our team truly cares about you. Delivering an excellent customer experience starts with knowing and understanding you as the customer. We focus on getting to know your goals, wants, needs, and desires so we can help guide you over, through, and around life's obstacles. We believe that by truly understanding your individual needs, we can help to craft relevant and meaningful plans of action to help you get what you want out of life.
Meet The Team Who You’ll Be Working With
Eric Burnette, CFP®
President and CEO
Colleen Carey
Client Service Advisor
Josh Gregg, CPA
Tax Partner
Stephen Haupt
Tax Partner
Desiree Heard
Tax Administrator
Karen Holt
Wealth Advisor
Lauren McCorquodale
Accounting Manager
Alison Paris
Tax Coordinator
Clint Teague
Compliance Officer
Lisa Perkins
VP of Operations
Michael Simpson
Bookkeeper
Shirley Sanford
Administrative Assistant
Meet The Team Institutional Fixed Income
Fabian Gomez
Fixed Income Trading Assistant
Minho Jang
Head of Credit Research & Senior Portfolio Manager
Ed Kim
Chief Investment Officer, Institutional Fixed Income
Cameron Parkhurst
Head of Institutional Relationships Fixed Income
Contact Us Work With Us
We would love to understand you better and help find solutions to your financial needs. Let's start a conversation today!