Financial Cloud Works Llc
Break Analytics by Fin CW is a powerful IRA tax planning platform designed for financial advisors navigating complex retirement strategies. Our intuitive Roth conversion calculator helps model tax-efficient scenarios with real-world precision, while our SECURE Act- Compliant RMD tools simplify Inherited IRA distribution planning. Built specifically for professionals, Break Analytics integrates IRS inflation adjustments, MAGI forecasting, and multi-year conversion strategies—empowering advisors to deliver smarter Roth IRA guidance and optimize retirement outcomes. Used by RIAs, tax-focused planners, and retirement income specialists, Break Analytics is the go-to solution for advisors seeking clarity, flexibility, and confidence in their IRA planning. Take the next step toward smarter IRA planning—demo Break Analytics today.
7-day free trial · no credit card
Verified contacts
6
available on Kipplo
LinkedIn employees
6
1 to 10 range
Open roles
—
no listings
Distinct roles
6
indexed titles
Tech stack
0
tools in use
Monthly traffic
—
organic / mo
Sign up free to see all 6 verified contacts at Financial Cloud Works Llc
Free for 7 days · 50 credits · no card · only pay for verified records.
Decision-makers and verified team members
6 contacts with verified email or phone · masked until revealed.
- PM
Patrick Murphy
Director of Sales & Marketing · Sales & Business Development
EmailPhone - TH
Trevor Heck
Lead Frontend Engineer · Information Technology
EmailPhone - CD
Cathleen Davis-Whitmore
Chief Marketing Officer · Advertising & Marketing
EmailPhone - CH
Carson Hagemann
Administrative and Operations Manager · Operations
EmailPhone - TE
Thomas Evans
Senior Sales Support · Sales & Business Development
EmailPhone - VH
Vincent Heck
Chief Executive Officer · General Business & Management
EmailPhone
Showing 6 of 6 verified contacts
Top roles at Financial Cloud Works Llc
6 distinct titles indexed · top 6 shown.
- 1administrative and operations manager
- 1chief executive officer
- 1chief marketing officer
- 1director of sales & marketing
- 1lead frontend engineer
- 1senior sales support
Sign up to unlock all 6 contacts at Financial Cloud Works Llc
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 6 verified contacts at Financial Cloud Works Llc
7-day trial · no credit card · cancel anytime · only pay for verified records.
Trusted by sales, marketing, and GTM engineering teams.