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2607 Oberlin Road
Raleigh, NC 27608

[email protected]




Gary H. Pendleton, CLU, ChFC

President | Financial Advisor

(919) 781-4167

(919) 781-3589

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

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

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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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