Get to know my dedicated team

Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.

Our Team

Photo of Chief Operations Officer Katie A DeMeo

Katie A DeMeo

Chief Operations Officer

Katie joined Pawar Wealth Planning in 2020. She oversees the firm's day-to-day operations, as well as manages the investment operations. Katie possessed extensive knowledge in financial planning, investment management, and industry regulations. With a degree in management, she excels in creating streamline processes and increasing productivity for the firm. Katie holds her Life and Health insurance license, as well as her SIE, Series 6, and Series 63. 

Photo of Insurance Operations Lacey Zerwas

Lacey Zerwas

Insurance Operations

Lacey joined Pawar Wealth Planning in the fall of 2023 to provide insurance-specific services and planning department management. Lacey gets great satisfaction knowing she is playing a role in positively impacting our clients’ lives and genuinely believes financial literacy is the key to building an abundant future. To better assist our clients, Lacey holds her Life and Health Insurance license and her SIE, Series 6, and Series 63 securities registration.