Our Team
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 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, 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 brings over a decade of financial services experience to his role at Financial Cloud Works. 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 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.
Carson Hagemann is the Administrative and Operations Manager for Financial Cloud Works, 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 she continues to leverage every day.
Thomas Evans brings over 20 years of experience in IT and banking, with deep expertise in Microsoft and Apple environments. With 15 years of managerial and customer service experience working directly with financial advisors, he excels at resolving complex issues quickly and clearly. As a certified Life Coach and Public Speaker, Thomas is passionate about helping others succeed — a quality that shows in every advisor onboarding and support session he leads.