Broker Check

Team

Gray E. Pendleton, CFP®, AIFA®, AIF®, PPC®, LUTCF

Certified Financial Planner

(919) 781-4167

(919) 781-3589

[email protected]

Gray assists you, your business, and your family with innovative and tax-efficient investment solutions.

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Diane Leighton, MBA

Operations Director

919.781.4240

[email protected]

Diane manages the day-to-day operations of the business. She is responsible for client on-boarding and servicing. Diane is also in charge of client communication, marketing and business processes. Her experience is in private equity...

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Gary H. Pendleton, CLU, ChFC

Director of Insurance & Estate Planning

(919) 781-4167

(919) 781-3589

[email protected]

Gary advises individuals on estate planning and insurance. His solutions are based on analyzing the “big picture.”

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Erica Bradley

Planning Associate

[email protected]

Erica comes to Pendleton from Northwestern Mutual where she spent 10 ½ years as an Operations Manager. Prior to Northwestern Mutual, she worked for First Command Financial after serving in the US Army. Her 16 years of Financial...

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Caroline Pendleton

Director of Finance & Accounting