Peachcap Tax & Advisory, LLC

Debbie Gandy is a financial advisor at Peachcap Tax & Advisory, LLC with 22 years of industry experience. She holds the Series 66 designation and has worked at Peachcap Tax & Advisory and Peachcap Securities since 2018, following four years at Kestra Private Wealth Services. Outside of her advisory role, she operates a pet and house sitting service. Peachcap Tax & Advisory, LLC is an SEC-registered firm with a team of six advisors managing approximately $147 million for individual and high-net-worth clients. The firm employs diversified, model-based portfolios and offers discretionary portfolio management, third-party adviser recommendations, and financial planning services.

Karen Holt is a financial advisor at PeachCap Tax & Advisory, LLC in Atlanta, GA, with 40 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at PeachCap since 2016, previously spending seven years with Wells Fargo Advisors Financial Network LLC. Holt serves as treasurer for West Mitchell CME Church, overseeing weekly deposits and account balancing. PeachCap Tax & Advisory, LLC is an SEC-registered firm with a team of six advisors managing approximately $147 million for individual and high-net-worth clients. The firm provides discretionary portfolio management, third-party adviser recommendations, and financial planning, using diversified, model-based portfolios monitored through fundamental, technical, and cyclical analysis.

Cameron Parkhurst is a financial advisor at PeachCap Tax & Advisory, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at PeachCap since 2020, following previous roles at Arkadios Wealth Advisors and Raymond James & Associates. Outside of his advisory work, he owns Instigator Holdings, LLC, a tourism-related business. PeachCap Tax & Advisory, LLC is an SEC-registered firm with a team of six advisors managing approximately $147 million for individual and high-net-worth clients. The firm offers discretionary portfolio management, financial planning, and asset-allocation review through diversified, model-based portfolios utilizing multiple strategies including long-term holdings and option strategies.

John Mateyko is a financial advisor with PeachCap Tax & Advisory, LLC in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at several firms including World Equity Group and FIFTH THIRD SECURITIES, Inc. He is also a managing partner at IDEX Financial Group LLC, an investment-related business. PeachCap Tax & Advisory, LLC is an SEC-registered firm with a team of six advisors managing approximately $147 million for individual and high-net-worth clients. The firm offers discretionary portfolio management, financial planning, and asset-allocation review, employing diversified, model-based portfolios that integrate fundamental, technical, and cyclical analysis across various investment strategies.

Tom Puentes is a financial advisor with PeachCap Tax & Advisory, LLC, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has worked with PeachCap since 2018 and previously spent four years with Kestra Private Wealth Services, LLC. Puentes serves on the boards of the Pacific Northwest Ballet and Seattle Opera, both nonprofit organizations. PeachCap Tax & Advisory, LLC is an SEC-registered firm with a team of six advisors managing approximately $147 million for individual and high-net-worth clients. The firm provides discretionary portfolio management, third-party adviser recommendations, and financial planning, utilizing diversified, model-based portfolios and a range of investment strategies tailored to client needs.

Eric Burnette is a CFP® and holds a Series 66 license with 16 years of industry experience. He has been with PeachCap Tax & Advisory, LLC since 2011 and also has experience at Investacorp Advisory Services Inc from 2010 to 2015. Outside of advisory work, he is an owner of Peachcap CPA's, a CPA accounting firm. PeachCap Tax & Advisory, LLC is an SEC-registered firm with a team of six advisors managing approximately $147 million for individual and high-net-worth clients. The firm offers discretionary portfolio management, third-party adviser recommendations, and financial planning, employing diversified, model-based portfolios with continuous monitoring that utilizes fundamental, technical, and cyclical analysis.