• MD 301.770.5234
  • VA 703.790.5999 or LMA 703.827.2300
  • CO 970.668.5700
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Our Team

Claire Lolich

Client Service Associate Contact Me

I truly enjoy my role on the Congdon/Lara Team because I am able to address clients’ needs on a daily basis. After receiving my Bachelor of Arts degree in Psychology from the University of Maryland, College Park, I quickly realized that my greatest passion was to help others and to become a person to rely on for support. My goal is to continually build healthy, interpersonal relationships and strong lines of communications with clients so that I can better understand and meet their unique situations. I take pride in making client transactions as seamless as possible and getting things done sooner than expected.

Prior to joining LMA, I worked in the insurance industry as an Administrative Assistant to the Assistant Vice President of the Personal Lines Insurance Department of an independent agency that provided all lines of coverage. After several years, I took it upon myself to become more involved with clients and became the Customer Service Representative for the Personal Lines Department. I currently hold my Personal Lines Insurance License and Life and Annuities License.

I live with my husband, Nick, in Arlington, Virginia, where I was born and raised. When I’m not working, I can be found at a local coffee shop with my dad and sister, exercising, snuggling with my Calico cat, Khalee, and taking my Shiba Inu dog, Foxxy, on long walks.

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We offer a full suite of investment services
For
advisors

Whatever your current background is in an investment advisory capacity, We can help you think about, address, and execute on the decision to go independent.

Our
Services

The Wealth Advisors offers very personalized and consultative financial services.

Brokerage
Services

Brokerage Services through our affiliated broker dealer.

I truly enjoy my role on the Congdon/Lara Team because I am able to address clients’ needs on a daily basis. After receiving my Bachelor of Arts degree in Psychology from the University of Maryland, College Park, I quickly realized that my greatest passion was to help others and to become a person to rely on for support. My goal is to continually build healthy, interpersonal relationships and strong lines of communications with clients so that I can better understand and meet their unique situations. I take pride in making client transactions as seamless as possible and getting things done sooner than expected.

Prior to joining LMA, I worked in the insurance industry as an Administrative Assistant to the Assistant Vice President of the Personal Lines Insurance Department of an independent agency that provided all lines of coverage. After several years, I took it upon myself to become more involved with clients and became the Customer Service Representative for the Personal Lines Department. I currently hold my Personal Lines Insurance License and Life and Annuities License.

I live with my husband, Nick, in Arlington, Virginia, where I was born and raised. When I’m not working, I can be found at a local coffee shop with my dad and sister, exercising, snuggling with my Calico cat, Khalee, and taking my Shiba Inu dog, Foxxy, on long walks.