Broker Check

Team

Gray Pendleton, CFP®, PPC®, AIFA®

Certified Financial Planner

(919) 781-4167

(919) 781-3589

gray@pendletonfinancial.com

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

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Diane Leighton, MBA

Operations Director

919.781.4240

diane@pendletonfinancial.com

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.

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Brenda Santer

Administrative Assistant

brenda@pendletonfinancial.com

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...

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