Team

Gray assists you, your business, and your family with comprehensive financial planning and innovative, tax-efficient and effective investment strategies.

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.

Brenda is a Business Management graduate of the University of Tennessee. She brings a diverse background from the medical and banking fields to our business model. She is a very enthusiastic team player with a good spirit. She is...

Gary Pendleton believes in service to his country and his community. In 1994 Gary was elected Chairman of the Wake County Board of Commissioners. During his service on the Board, Wake County experienced unprecedented economic growth....

Caroline manages the internal finances of the business, including financial reporting, accounts payable, accounts receivable and general bookkeeping. She also manages a diverse portfolio of real estate holdings. Caroline has a Bachelor...