Peachcap Tax & Advisory, LLC

Debbie Gandy is a financial advisor with PeachCap Tax & Advisory, LLC, holding a Series 66 designation and bringing 22 years of industry experience. She has worked with PeachCap since 2018 and previously held roles at Kestra Private Wealth Services and Kestra Investment Services. Outside of her advisory work, she operates a pet and house sitting business in Overland Park, Kansas. PeachCap Tax & Advisory, LLC provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, foundations, and business entities. The firm offers discretionary portfolio management and uses a variety of strategies, including fundamental, technical, and cyclical analysis, to tailor portfolios to client objectives.

Karen Holt is a financial advisor with PeachCap Tax & Advisory, LLC in Atlanta, GA. She holds Series 63 and Series 65 licenses and has 39 years of industry experience. Prior to joining PeachCap in 2016, she worked for Wells Fargo Advisors Financial Network LLC for seven years. Holt serves as treasurer of West Mitchell CME Church, where she manages deposits and bank account reconciliation. PeachCap Tax & Advisory, LLC is an SEC-registered firm with six advisors managing approximately $147 million for about 237 clients. The firm offers discretionary portfolio management, third-party adviser recommendations, and financial planning, using diversified, model-based portfolios and continuous monitoring that incorporate fundamental, technical, and cyclical analysis.

Cameron Parkhurst is a financial advisor with PeachCap Tax & Advisory, LLC in Atlanta, GA. He holds Series 63 and Series 65 designations and has 24 years of industry experience. Prior to joining PeachCap in 2020, he worked at Arkadios Wealth Advisors and Raymond James & Associates. Outside of his advisory work, he owns Instigator Holdings, LLC, a tourism business. PeachCap Tax & Advisory, LLC provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, foundations, and business entities. The firm uses tailored portfolios monitored through asset-allocation models and a mix of fundamental, technical, and cyclical analysis, offering discretionary management, third-party adviser recommendations, and standalone financial planning.

John Mateyko is a financial advisor at PeachCap Tax & Advisory, LLC in Atlanta, GA, holding Series 63 and Series 65 credentials with 22 years of industry experience. He has worked at PeachCap and its affiliated entities since 2018 and previously was with World Equity Group for eight years. Mateyko is also the managing partner of IDEX Financial Group LLC, where he dedicates additional time monthly. 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, utilizing diversified model-based portfolios and a range of investment strategies.

Tom Puentes is an advisor at PeachCap Tax & Advisory, LLC with 38 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at PeachCap since 2018, following prior experience at Kestra Private Wealth Services and Kestra Investment Services. Puentes serves on the boards of the Pacific Northwest Ballet and Seattle Opera. 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, utilizing diversified, model-based portfolios and a range of investment strategies.

Eric Burnette is a CFP® and holds a Series 66 license with 16 years of industry experience. He has worked at PeachCap Tax & Advisory, LLC since 2011 and PeachCap Securities, Inc. since 2015. Outside of his advisory role, he is the owner of Peachcap CPA's, a CPA accounting firm. PeachCap Tax & Advisory, LLC is an SEC-registered advisory firm with 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 and a range of investment strategies.