Broker Check


Gray Pendleton, CFP®, PPC®, AIFA®

Certified Financial Planner

(919) 781-4167

(919) 781-3589

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

Read more

Diane Leighton, MBA

Operations Director


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.

Read more

Brenda Santer

Administrative Assistant

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...

Read more