It's About Relationships, Not Transactions

You have unique values, objectives, fears, life experiences, and biases.  Any financial professional who ignores or minimizes the importance of "your story" may not be able to help you achieve your ideal outcomes or hit your goals.  Experience the PCA difference!


Our Services

Dollar Notes

Asset and Wealth Management

Expert Guidance

Yoga Class

Income, Retirement, and Wealth Protection

The Path to Success

Life & Long-Term Care Insurance

A Comprehensive Approach

Insurance Agent

Tax Efficient Strategies and Coordination

Expert Guidance

Tax Income Reports

Our Internal Relationship Team


Ryan Poterack

CEO and Wealth Manager

Anna Hopkins

Client Relationship Manager

Kaitlin Poterack

Director of Operations


Upcoming Virtual Events

  • Brunch & Brainstorm
    Thu, Aug 12
    Zoom Webinar
    Aug 12, 11:00 AM EDT
    Zoom Webinar
    Topic: TBD
  • Wine Down Wednesday
    Wed, Aug 18
    Zoom Webinar
    Aug 18, 6:30 PM EDT
    Zoom Webinar
    Topic: TBD

Contact Us

Mailing Address:
PCA Service Center
PO Box 350
Morton, IL 61550

Toll Free: 866-486-4947

Thanks for submitting!