Meet the Crew
Cathleen Davis‑Whitmore, MSW — Chief Marketing Officer & “The IRA Oracle”
Cathleen Davis‑Whitmore serves as the Chief Marketing Officer at Financial Cloud Works, LLC, where she is widely known as “The IRA Oracle” for her deep expertise in Individual Retirement Accounts (IRAs) and her ability to translate complex IRS rules into clear, actionable guidance for advisors and their clients.
With more than 20 years of experience in the financial industry, Cathleen blends technical mastery with strategic marketing insight, supporting financial advisors, CPAs, and estate planning attorneys with solutions that simplify planning and elevate client conversations.
A proud Charlotte, NC resident, Cathleen holds a master’s degree in social work from West Virginia University — a background that uniquely enhances her approach to advisor education, communication, and client‑centric strategy. Her combination of interpersonal skill, analytical depth, and industry experience has made her a trusted voice in IRA planning and a cornerstone of the Fin CW team.
Patrick Murphy
Patrick Murphy is the Director of Sales & Marketing for Financial Cloud Works, LLC and has over a decade of experience in financial services. As a Marketing Product Manager at Bank of America, supporting the Private Bank and Merrill, he developed collateral and thought leadership for ultra-high-net-worth clients across various business lines, including Family Office, Next Generation, Trust & Estate, and Wealth Strategy. Previously, as an IRA Product Manager at Wells Fargo Advisors, he consulted on IRA strategies and coordinated business development calls for over 14,000 advisors. Patrick previously held the Series 7 and 66 licenses, Accredited Investment Fiduciary (AIF) and Retirement Income Certified Professional (RICP) designations. He earned an MBA from the University of North Carolina at Charlotte and a BA in Business from Queens University of Charlotte.
Carson Hagemann
Carson Hagemann is the Administrative and Operations Manager for Financial Cloud Works, LLC, bringing over a decade of experience in the financial services industry. She is dedicated to creating a collaborative work environment and implementing strategies that enhance operational efficiency and client satisfaction.
Carson earned her bachelor’s degree in English from UNC Wilmington, where she developed strong analytical and communication skills that she continues to leverage in her professional life.
Thomas Evans
Thomas Evans is a Sales Support Representative with over 20 years of experience in the IT and Banking industry, skilled in Microsoft and Apple products. With 15 years of managerial and customer service experience with Financial Advisors, he excels in resolving complex issues. As a certified Life Coach and Public Speaker, Thomas is passionate about helping others succeed and exceeding company targets.
