With 33 years in the financial industry — 26 of them as a licensed professional — I have come to believe that the most important thing we do in this business is earn trust. That belief is at the heart of everything I do as Director of Client Relations at Pawlak Wealth Management.
Working alongside Aaron, I serve as a steady point of contact for our clients and a key part of what keeps the firm running well. My work spans client service, account support, trading, and money movement, and I take real pride in making sure the details are handled with care. I hold my Series 7, 63, and 65 registrations and am licensed across eleven states, including Michigan, Florida, Texas, and New York.
What I love most about my role is helping clients feel genuinely supported — not just when something needs to be done, but in the everyday moments when a question comes up or a concern needs a thoughtful response. My goal is always to make the experience feel personal, not transactional.
Outside the office, life revolves around my husband Larry, my son Wyatt, and our dog Izzy. I love the outdoors — whether that’s a beach, a hiking trail, or a campsite — and I especially enjoy traveling with family and friends. I’m also a devoted University of Alabama fan, and some of my favorite trips are fall weekends in Tuscaloosa spent cheering on the Crimson Tide and visiting Wyatt at school.