The Olde Raleigh Financial Group
Alex Mihajlov
“I can truly say, and I think most who know me would agree, I love what I do!” With over three decades in the business, Alex lives by doing what’s right for others and if you do that the rest of life usually falls into place.
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“I probably get curiosity from my father and my love for helping people from my Mom.” Alex’s parents were immigrants from Yugoslavia and even spoke some Russian in the house. Ask him to say something in Russian when you meet. His father worked at Xerox as a Chemistry PH.D researcher and his mother was a homemaker. Originally from Rochester, New York, he attended Babson College in Boston, Massachusetts, where he earned his bachelor’s degree in finance. After graduating, “a girl and sunny skies” brought him to Raleigh, NC where he has lived ever since.
The arch of his career has now landed his firm, Olde Raleigh Financial, to become a fee-based, Independent Advisory firm. Prior to that Mr. Mihajlov was a branch manager at A.G. Edwards, Wells Fargo and Raymond James. His career has been an evolution and, in turn, his perspective on service has evolved. “My team and I have experienced the large brokerage houses and banks. While they have carved out their spot in the marketplace, I can say it is not for us. We have evolved and we tend to attract those who have evolved away from cookie cutter to a world of customization. They want collaboration. They wanted to be listened too. They want a relationship and we want them to be excited about our relationship.”
Beyond volunteering in the Animal Rescue field or taking in Bob Seger concerts, these days you’ll find Alex traveling with his lovely wife Betsy. “Our last trip was to Italy and it was fabulous.”
When not doing those things you will likely find him studying his craft. “I am admitted stock chart geek. I love studying them and educating people on them. It’s one of the best parts of my job.”
Feel free to drop Alex a line at alex.mihajlov@olderaleighgroup.com and ask him about the chart of your favorite stock.
Say hi to Alex and Betsy’s best bud, Tucker!
Trevor Chambers
Trevor joined Olde Raleigh Financial Services in January of 2015 and his primary role is new business development and event marketing for the firm.
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Prior to joining the firm, Trevor spent 12 years working at his family’s restaurant, Raleigh’s Bella Monica Cucina & Vino. As the front end manager, he specialized in teaching his staff that exceptional customer service was a key ingredient to success. “It takes a neighborhood to build a restaurant” was his mantra and this approach helped make Bella Monica one of Raleigh’s most beloved dining experiences. If you ever need a reservation feel free to contact him – he still know’s “a guy” there. It is with great pride that he brings this same passion for serving clients to Olde Raleigh Financial.
Trevor is originally from Binghamton, NY. He received his bachelor degree in Paper & Pulp Science from State University of New York’s Environmental Science and Forestry School in Syracuse, NY.
Trevor lives in Raleigh with his wife Melanie and two children, Ruby and Lila. He loves spending time with his family, cooking and playing guitar.
Feel free to drop Trevor a line at trevor.chambers@olderaleighgroup.com
P. Haden Jennings
There are many things Haden Jennings is passionate about. His wife Candice and their French Bulldog CC. Family and friends. Making a long putt. Duck hunting and grilling of all sorts. East Carolina University Athletics, particularly Pirate Football and Pirate Baseball. If you really want to nerd out with him, start talking to Haden about insurance!
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“When I first got involved in the business, I was pretty fired up about investment strategies and market opportunities, but where I really began to geek out was on personalized insurance strategies that most folks have never heard of or utilized. I have certainly been known to get loud and proud on the topic, so much so that my family and even a few business associates have busted my chops about it. We always have a good laugh, but do not mistake that for a lack of seriousness. Sound investments and growth are always the goal, but you can rest assured that we’re going to have a conversation about insurance options.”
An entrepreneurial spirit is woven into Haden’s work that he describes as … “a gift that I was able to develop in my younger years as part of a startup business that went through all the growing pains, highs and lows that just about any successful business will naturally experience.
Haden has a grounded approach to life and financial planning. He places a high value on his faith and personal development. Haden's specialty lies in de-risking successful entrepreneurs through innovative insurance strategies, and it is why he holds the Chartered Life Underwriter CLU® designation, further demonstrating his dedication to his profession.
Kathy Duckworth
Kathy Duckworth has spent well north of ten thousand hours navigating the labyrinth of rules, paperwork and regulations associated with working in the personal finance industry. Combine this with a heart for working with clients and an inherent knack for helping them solve whatever issue they may have, it’s great to have Kathy as the primary point of contact for the firm. “We have great clients. I love chatting with them and hearing about their families, their trips and their pets.”
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Kathy began her career in the financial services industry in 1997. She joined A.G. Edwards in 2003 and also worked for Wachovia Securities, Wells Fargo Advisors and Raymond James. Ms. Duckworth is in charge of the firm’s operational area and takes a disciplined, strategic approach to its management to ensure the business functions smoothly.
Originally, Kathy is from Staunton, Virginia grew up in a lively and loving home filled with three sisters and three brothers. Her academic endeavors took her to Harrisonburg, Virginia, where she attended James Madison University and received a Bachelor of Science degree.
Early parts of her career included not only working in restaurants but a try at owning one. These lessons became the building block of her client focused approach. Alex says, “Customer service is her thing. Her wisdom. Some people have and she has it in spades.”
Today, Kathy lives in Raleigh. She loves time at the beach with family and friends, digging into a great book and travel. Her beloved dog has come to expect a Ritz Carlton customer experience at home. “Morgan is a bit of a Havanese Prince. After a good stretch he will allow me to come and rub his ears. It’s always a great way to end a day.”
Send Kathy a picture of your dog to kathy.duckworth@olderaleighgroup.com
Katie Johansson
Talk about being a long-term investor! Katie has been part of Olde Raleigh Financial her whole life. Her mother and father were some of our first clients back in 1983. As Alex says, “Katie was riding her tricycle when we first met! Now, she’s running our SEO strategy, taking care of clients, and helping us be the best financial advisors we can be. It’s full circle stuff.”
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Starting in 2017, this proud North Carolina native found a home in the financial industry. “It’s a career that allows me to dote on my family, help others and achieve new professional goals. I love it.”
When she's not busy taking care of her family or her dogs, Moose and Molly, Katie enjoys exploring her hometown and all that the city has to offer. She is a lover of the outdoors and enjoys all water activities. Katie enjoys giving back to the community by volunteering for some of her favorite organizations like, The Foundation for Hope and Healing Transitions. If you ever want to know more about these organizations, feel free to send Katie an email at katie.johansson@olderaleighgroup.com.
Tyler Lamar
Tyler Lamar joined Olde Raleigh Financial Group in October 2023, bringing a wealth of positivity and passion to the team. As a key member, Tyler oversees client accounts and provides detailed forecasting for retirement and life expenses. His proficiency in creating insightful charts and visuals ensures that clients have a clear understanding of their financial records. Tyler's technical skills and meticulous attention to detail make him an invaluable asset to the company's mission of delivering exceptional client service.
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Prior to joining the firm, Tyler recently graduated from NCSU and was an accounting and sales Project Manager at The Armstrong Company. His passion for the stock market began at the age of 18 when he opened his first brokerage account, which deepened while assisting a local investment club in Raleigh, and who he has supported since 2021.
Born and raised in Raleigh, NC, Tyler spends his free time watching collegiate football and basketball, going to the beach, and engaging in waterfowl hunting and conservation. He particularly enjoys firing up the grill and cooking.
Tyler says, "The good Lord has truly blessed me with the most incredible people. I feel so fortunate that I’ve had the opportunity to learn and grow with the men and women who God has put in my life. With that, I want to be a part of the next generation of people that teach and strive towards compassion, dedication, and resilience in their daily lives."
Morgan Gojanovich
With 22 years of experience in finance, covering areas like Commercial Banking, Branch Operations, Helpdesk, and M&A/Conversions, I have extensive experience in client relations and operational efficiency. A Raleigh native and proud NC State graduate (Go Wolfpack!), I spent five years living in Hawaii before returning to Raleigh in 2020. I'm passionate about building relationships, continuous learning, and making a positive impact wherever I can.
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My drive is fueled by a commitment to hustle—whether it's improving workflows, assisting others, or saving valuable time. As a Certified Lean Six Sigma Black Belt, I focus on enhancing efficiency, reducing costs, and creating better client experiences. Outside of work, I enjoy playing soccer, participating in Bible study, and spending quality time with my husband, Greg, our daughters, and our dog.. I’m a sports enthusiast who loves attending Wolfpack games and spending weekends in West Jefferson, NC.