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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

Eric Burnette, CFP®

President and CEO

Colleen Carey

Colleen Carey

Client Service Advisor

Stephen Haupt

Stephen Haupt

Tax Partner

Desiree Heard

Desiree Heard

Tax Administrator

Karen Holt

Karen Holt

Wealth Advisor

Lauren McCorquodale

Lauren McCorquodale

Accounting Manager

Alison Paris

Alison Paris

Tax Coordinator

Clint Teague

Clint Teague

Compliance Officer

Lisa Perkins

Lisa Perkins

VP of Operations

Shirley Sanford

Shirley Sanford

Administrative Assistant

Meet The Team Institutional Fixed Income

Fabian  Gomez

Fabian Gomez

Fixed Income Trading Assistant

Minho Jang

Minho Jang

Head of Credit Research & Senior Portfolio Manager

Ed Kim

Ed Kim

Chief Investment Officer, Institutional Fixed Income

Cameron Parkhurst

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!

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