Team
Gray Pendleton, CFP®, PPC®, AIFA®
Certified Financial Planner
(919) 781-3589
Gray assists you, your business, and your family with comprehensive financial planning and innovative, tax-efficient and effective investment strategies.
Diane Leighton, MBA
Director of Operations
919.781.3589
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 Santer
Administrative Assistant
919.781.3589
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...
Caroline Pendleton
Director of Finance & Real Estate
919.781.3589
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...
Gary Pendleton, CLU, ChFC
Founder
919.781.3589
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....