Gregory S Pawlak

Managing Director - Financial Advisor, Consulting Group

920-739-6311 | Email
920-739-9447

Greg is a managing director – financial advisor with RBC Wealth Management. He is focused on meeting the needs of both institutional and private clients. Greg is the leader, founder, and key decision maker within the Pawlak Investment Group, Appleton, Wisconsin, office. He is supported by Dan Mataic (equity analyst), Cynthia Anderson (administrative support), and Sam Pawlak (technology support) as well as a group of other consultants, analysts, and operations personnel dedicated to serving client needs.

Greg joined RBC Wealth Management in 1994. Prior to joining RBC Wealth Management, Greg served as a financial advisor for Kemper Securities Group – Blunt Ellis & Loewi, Inc. He has more than 35 years of industry experience. Greg has consistently been named to RBC Wealth Management’s Chairman’s Council from 1994-present. He was also named a managing director and is a current member of the Equity Leaders Advisory Council.

Greg is responsible for overseeing overall investment strategy, asset allocation, tax minimization, and makes all final investment decisions for the group. He assesses the risk tolerance of each individual client and determines the appropriate strategic or tactical model for client portfolios. He graduated from the University of Wisconsin – Oshkosh with a Bachelor of Science in economics.

Greg currently serves as a board member for Ephraim Resources. He also serves on the Community Foundation of the Fox Valley Region’s board of directors as chairman of the Investment Committee. Greg is a lifelong resident of Appleton, Wisconsin. He and his wife, Julie, have three children: Sam, Megan and Natalie. Greg’s interests outside work include fitness, outdoor activities and spending time with his family.

Daniel Mataic

Vice President - Associate, Business Senior

920-730-7213 | Email
920-739-9447

With more than 26 years of industry experience, Dan functions as the Pawlak Investment Group’s portfolio analyst. His previous experience was in the areas of biology, chemistry, and manufacturing, where his responsibilities included production analysis and quality control.

Dan conducts one-on-one calls with corporate executives and participates in industry and company conference calls. He manages a recommended buy and hold list with dedication and integrity.

Dan has lived in Wisconsin his entire life and currently resides in Omro, Wisconsin. Dan enjoys the outdoors, nature, gardening, BBQ culinary and spending time with his family.

Samuel Pawlak

Client Associate

920-730-7210 | Email
920-739-9447

Sam is responsible for the oversight of several technological planning/research tools inside the Pawlak Investment Group. The element of client interfacing comes with the position and is the aspect of the job he enjoys the most. Sam utilizes his knowledge of planning and research tools to assist with the initial information gathering process and uses his technical knowledge to uncover individualized client solutions.

Sam is also Accident Life and Health insurance licensed. He specializes in long term care hybrids and estate planning needs. If you have a current policy that you would like to be reviewed or if you are in the market for an insurance policy Sam is the Pawlak Investment Group practitioner.

Sam graduated from the University of St. Thomas in 2013 and earned a degree in business management. While at St. Thomas, he worked two internships at RBC Wealth Management. Sam’s 2011 internship was in Securities and Receipts and his 2012 internship was in International Wealth Management.

In Sam’s spare time, he enjoys music, writing, volunteering, sports and nature. Sam is a deep, multifaceted thinker and this is why he relates well to everyone. It is his personal goal to add value to both the fiscal and personal prosperity of each client he serves.

Cynthia T. Anderson

Client Associate

920-730-7218 | Email
920-739-9447

Cynthia is involved in the entire client experience by assisting with the initial information gathering process, account opening, account operations and uncovering innovative ways to meet individual client needs. She works closely with our team to ensure a seamless transition of client assets into RBC Wealth Management and ongoing operations throughout the lives our clients’ accounts.

Cynthia has 27 years of experience in the financial industry. Prior to joining RBC Wealth Management, she worked at Klein Bank where she held various supervisory roles. She joined RBC Wealth Management in the Minneapolis, Minnesota, operations department in 2011 and transferred to the Appleton branch in 2015. Cynthia takes great pride in providing excellent service to clients through accuracy, timeliness and hard work. Her greatest attributes are her people skills, customer service and work ethic.

Cynthia presently lives in Oshkosh, Wisconsin. She and her husband, Dave, have three children: Joel, Jordan and Ariel. Away from work, she enjoys long road trips in their classic car, scrapbooking, gardening, working out and anything that gets her outdoors.