Meet the Team

Our team sincerely appreciates the opportunity we’ve had to work with some clients for more than 30 years. The relationships that we have established with these clients illustrate our focus on building long-term partnerships that are mutually beneficial and that provide “Financial Solutions for Life.”

Executive Team Member

Clara Hager Operations Manager

Clara grew up in Northern Virginia, but has called Raleigh, NC home for over 30 years. She graduated from the College of William and Mary with a BS in Chemistry, and while there, found true joy in learning how to program a computer. Her career has spanned several industries, including “think tanks” in Washington DC, electrical utilities, medical software, and banking. She has held positions as a computer programmer, fraud mitigation analyst, and project manager. She has been a certified Project Management Professional (PMP)® since 2002.

Clara and her husband, Ron, live in Raleigh and have 2 sons, Kevin and Drew. Clara enjoys reading, puzzles of all kinds, and gardening. She is an avid fan of the Durham Bulls baseball team.