Our Team

    Cordula Paulisczak

    Client Service Specialist

    Cordula's career has taken her from administrative work with international suppliers in Europe to coordinating exchange student programs stateside—a cause close to her heart as a former exchange student herself. When military life brought her family to San Antonio, she found her way into financial services, drawn by the opportunity to help people think strategically about retirement goals, budgeting, and the legacy they want to leave behind.

    With years of back-office processing and client problem-solving under her belt, Cordula brings a steady, service-first approach to the team. Outside work, you'll find her in the garden, hosting exchange students, planning game nights with friends, or exploring new places—usually with her cats somewhere nearby. She'll be the first to admit: they have her completely under their spell.

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