Broker Check

2607 Oberlin Road
Raleigh, NC 27608

919.781.4167
[email protected]

 

Team

 

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

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

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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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