Team
Gray Pendleton, CFP®, PPC®, AIFA®
CERTIFIED FINANCIAL PLANNER® / Chief Executive & Investment Officer
919.781.3589
Diane Leighton, MBA
Director of Planning & Operations
919.781.3589
Diane serves as Director of Planning & Operations at Pendleton Financial, overseeing day-to-day operations while supporting client onboarding, planning, and service. With a background in private equity and hospitality...
Brenda Santer
Client Services Coordinator
919.781.3589
Brenda serves as Client Services Coordinator at Pendleton Financial, helping to keep everything running smoothly, and keeping everyone smiling along the way. Responsibilities include client communication, administrative operations...
Grace Storey
Client Experience & Financial Planning Intern
919.781.3589
Grace supports the Pendleton Financial team across financial planning, operations, systems support, client service, research, marketing, and 401(k) sales — gaining hands-on experience in the financial services industry while preparing to...
Gary Pendleton, CLU, ChFC
Founder & Director of Insurance
919.781.3589
Now serving as Director of Insurance at Pendleton Financial, Gary brings decades of leadership and insight to insurance strategy and planning, helping clients navigate life’s risks with care and clarity.