Claire Lolich

Client Service Associate


Claire Lolich says, “I truly enjoy my role on the Congdon team because I am able to address clients’ needs and help them meet their goals.” Her greatest passion is to help others and to become a person to rely on for support. Her goal is to continually build healthy, interpersonal relationships and strong lines of communication with clients so that she can better understand and meet their unique situations. She takes pride in making client transactions as seamless as possible and getting things done sooner than expected. Prior to joining the firm, Claire 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, she took it upon herself to become more involved with clients and became the Customer Service Representative for the Personal Lines department. After being in the insurance industry for 5 years, she decided to delve into the financial industry.

Education & Philanthropy

Claire received her Bachelor of Arts in psychology from the University of Maryland-College Park. She currently holds her Personal Lines Insurance license and Life and Annuities license. Claire resides in Arlington, Virginia, where she was born and raised. When she’s not working, she loves to spend time with her family, take classes at the local barre studio, and enjoy some quiet time with her cat and dog.


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