Ann Pendley, CFP®
Family First, Mountain Bike Junkie, Tree Hugger
Director of Business Development
Payne Wealth Partners
601 N Cross Pointe Blvd.
Ann Pendley enjoys the “aha!” moment.
That “aha!” moment is the moment clients have when they really realize how Payne Wealth Partners’ services impact their lives. This is more than wealth management; this is a way to live your best life and leave a powerful legacy. When clients realize just what that means, it changes everything.
As the youngest of five children, Ann learned early on that you have to work hard for the fruits of life. She witnessed her parents working all the time to provide for her and her siblings, and yet the family didn’t have much in the way of material comforts. As an adult, Ann gained perspective on her parents’ working lives when for a time, she found herself working and raising her two sons on her own. These experiences helped Ann to develop a strong desire to help others achieve their goals, and her background in the financial industry allows her to do just that.
Working in the present and planning for the future are not mutually exclusive, and by listening carefully to what her clients want to achieve, Ann helps them to reach those goals. Her financial career began in 1987 at Banc One in Indianapolis, where she began to establish her financial knowledge. After five years there, she joined Charles Schwab & Company, honing her skills as a senior investment consultant over 13 years, including five in Evansville. During that time, Ann developed a broad knowledge of the financial industry, as well as the importance of understanding what it takes to help a client achieve success.
As Director of Business Development for Payne Wealth Partners, Ann’s responsibilities primarily focus on marketing the firm to potential clients and working in close conjunction with all of the firm’s divisions to ensure clients receive high-end service. Ann is one of seven members of the firm’s Investment Committee, which must come to an agreement that a move is in the client’s best interest. She also develops and maintains strategic relationships with area attorneys, CPAs and other professionals. In 2006, she earned her CERTIFIED FINANCIAL PLANNER™ certification from The American College.
But Ann’s commitment to helping others isn’t limited to the clients served by Payne Wealth Partners. Her involvement in many Evansville-area clubs and organizations allows her to support individuals from all walks of life. She is a board member of the Junior League of Evansville and Wessleman Nature Center, as well as chairing the Girl Scouts of Southern Indiana Pearls of Wisdom event and the Rockin’ River City Ride and GLOW Run event. She has also worked with the Downtown Optimist Club, ANEW, Evansville Bike Club, Women’s Fund of Vanderburgh County, and the Safe Kids program. She has also been involved with programs with the Evansville-Vanderburgh School Corp, the Boys & Girls Club, Youth First, Greenwood (IN)Little League and many others.
Ann and her husband, Kevin, have two adult sons, one teenage son, and two grandchildren, and like to spend their free time in active pursuits. They enjoy hiking, rappelling, four-wheeling, and mountain biking – anything that gets the adrenaline pumping.
Ann lives life to its fullest, and when the “aha!” moment comes for her clients, it means that they can live their lives to the fullest, too. For Ann Pendley, that’s what the “aha!” moment is all about.
“…anything that gives me adrenaline. If it’s nice, I will be outside on a mountain bike trail with my favorite trail being Ben Hawes Park in Owensboro. It’s not only something that I, individually, enjoy, but it’s something that my whole family is passionate about and that makes it even more enjoyable. When I am not on the trails, I get a gratifying rush from volunteering. Giving back to the community has always been my best investment. If I am not doing the former, you can find me enjoying my 2 year old granddaughter Emmah.”
“…it was when I had just met my riding buddy. He had invited me to ride bikes and I excitedly accepted with thoughts it would be effortless fun. The first curb we encountered immediately took me down and got the best of me. Before we started our ride I remember saying that I enjoyed biking and that I think I would be naturally good at it. I am, but I had to obviously clear off some cobwebs”.
“Ann brings a high level of emotional intelligence. She understands how people make decisions emotionally, and then uses logic to justify those decisions. Her understanding helps PWP communicate best with the people we serve and hope to serve.”