Gleneagles Family Office is on a mission to make families of great wealth stronger. For more than 25 years, our team has worked with families to safeguard and build their legacies.
As CEO of a single-family office in the 1990s, our Founder, David Plyler, realized that all families stewarding significant wealth face similar obstacles and opportunities. He intentionally designed Gleneagles as a way for families to receive hands-on, individualized service while sharing in a team of experts with specialized skills and wisdom. He curated a comprehensive team that could meet the goals of each family across all aspects of wealth management: tax and estate planning; investment oversight; real estate and alternative investments; legal counsel; family governance; and holistic financial reporting. David and the Gleneagles team also built a network across the family office industry, connecting thought leaders, families, and their advisors at special events throughout the year.
From customized family office services to a network of support from industry thought leaders, partners, and peers, Gleneagles has the resources to help your family thrive.
At Gleneagles, we know that all families are unique. Your Gleneagles team is unique too – designed specifically to fit the changing needs of your family. Our family teams typically consist of five to seven team members: a Relationship Manager (your main point of contact), a Family CFO, a Family Accountant, a Tax Manager, Investment Advisor, Legal Counsel, and bookkeeping and bill pay personnel. Because our resources are shared among families, Gleneagles can provide these services exactly when and how you need them.
With a passion for innovation guiding us, Gleneagles brings powerful, tailored solutions to families using a shared family office model.
Interested in joining our team?
As CEO of a single-family office in the 1990s, David realized that families with significant wealth face similar obstacles and opportunities as their families evolve. He founded Gleneagles to deliver the specialized skills and wisdom families need, when and how they need it. Prior to his work in the family office industry, David was a tax partner with KPMG, specializing in insurance tax accounting and private wealth management. He currently leads the tax consulting practice and co-leads investment advisory services for Gleneagles. He also co-founded The 50, a cornerstone of Gleneagles’ events business. David is a graduate of The University of North Carolina – Chapel Hill where he earned a Bachelor of Science degree in Business Administration and Accounting. He is a Certified Public Accountant, a Chartered Financial Analyst, and a Chartered Life Underwriter. David founded and runs a finance and leadership program for 8th graders at an inner-city Christian school in Atlanta, Atlanta Youth Academy, and runs Homeless at Heart, a charitable organization for the homeless that was founded by his son. He has been married to his wife, Johannah, since 2001, and they have four children and six grandchildren.
Sharon manages tax compliance and tax-related initiatives for Gleneagles’ families. She began her career in the tax department of Price Waterhouse, focused on tax compliance and planning for high-net-worth individuals. She later joined the tax department of a large family office where she worked with individuals, trusts, corporations, partnerships, and private foundations. Sharon also has 16 years of experience handling the accounting for a private investment partnership. She holds a bachelor’s degree in accounting from The University of Dayton and is a Certified Public Accountant.
In addition to her work with client families, Jackie is responsible for Gleneagles corporate accounting. Prior to joining Gleneagles, Jackie served as Vice President and Controller for a large, publicly-traded transportation company. She received her bachelor’s degree from Kennesaw State University and is a Certified Public Accountant.
Rachael manages the operations of the Gleneagles accounting team. She leads the onboarding of new Gleneagles families and ensures a continuous match between client family needs and team staffing. Prior to Gleneagles, Rachael served as an Air Force Manpower and Personnel Officer and an Executive Officer to Commanding General Officers in the United States Air Force. After leaving the military, Rachael worked as a Department of Defense civilian for the Army as a Resource Management Analyst and Supervisor, Logistics Management Specialist. She graduated from the United States Air Force Academy in 2006.
Nick is responsible for accounting and financial reporting for Gleneagles’ families. Prior to joining Gleneagles, he worked as a property accountant at a publicly-traded REIT that was acquired by Blackstone in 2022. In that capacity, he was responsible for individual, property tax, and closely-held business tax preparation. Nick earned a BBA degree in Accounting from Kennesaw State University (KSU) and is a Certified Public Accountant.
Alexa prepares the books for Gleneagles’ families and works closely with our accounting and tax teams. She received a Bachelor of Business Administration degree in Accounting from the Robinson College of Business at Georgia State University.
Chelsa manages financial transactions and consolidated reporting for Gleneagles families. Prior to joining our team, she worked as an accountant at a large, single-family office and at a large commercial real estate firm. Chelsa graduated from Reinhardt University with a bachelor’s degree in accounting and played collegiate soccer all four years.
Terri is responsible for accounting and bookkeeping for Gleneagles’ families. She has 20 years of bookkeeping experience, and has worked at a CPA office, an accounting firm, and a fee-only financial planner serving high net-worth individuals and families. She has extensive experience working directly with families to assist them with their bookkeeping and bill pay needs. Terri graduated from Kennesaw State University with a Bachelor of Science in Communications.
Tess manages financial transactions and consolidated reporting for Gleneagles families. She began her career as an audit associate focused on SEC reporting. She later went on to be a senior revenue accountant for a logistics company before joining Gleneagles. Tess graduated from Florida State University with a bachelor’s and a master’s degree in accounting and is a Certified Public Accountant.
Spencer is responsible for tax compliance for Gleneagles’ families. He works closely with our accounting team and consults on many tax-related initiatives. Prior to joining Gleneagles, Spencer was a tax Senior Manager with Arthur Andersen where he specialized in State and Local Tax Consulting. Spencer is a graduate of Georgia State University, where he earned a Bachelor of Business Administration in Risk Management and Accounting. He also earned a Master of Taxation and a Juris Doctor law degree from Georgia State and is a Certified Public Accountant.
Miranda is responsible for the accounting and financial reporting for Gleneagles’ families. Prior to joining Gleneagles, Miranda was a district sales manager with Vector Marketing in her hometown of Greenville, SC. She is a 2020 graduate of Clemson University, where she earned a Bachelor of Science in Financial Management with a minor in Accounting.
Nicole is responsible for bookkeeping and accounting for Gleneagles’ families. Prior to joining Gleneagles, Nicole worked in accounting and real estate asset management for over 20 years. Nicole is a graduate of Georgia State University, where she earned a Bachelor of Science in Business Administration.
Khette is responsible for managing Gleneagles’ Atlanta office. Prior to joining Gleneagles, she worked for over 15 years in the Office of Advancement at two Atlanta area private schools, managing annual fundraising and alumni relations and events. Khette is a graduate of the University of Vermont, where she earned a Bachelor of Science in Dietetics and Nutritional Sciences.