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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

Thorough 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

Knowledgeable Help

Tax Income Reports
OUR INTERNAL RELATIONSHIP TEAM
RYAN POTERACK

CEO & Wealth Manager

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ALEC QUAID, CFP ®

Wealth Manager

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ANNA HOPKINS

Client Relationship Manager

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KAITLIN HUMMEL

Director of Operations

UPCOMING INNER CIRCLE EVENTS

  • Brunch & Brainstorm
    Brunch & Brainstorm
    Wed, Feb 28
    Zoom
    Feb 28, 2024, 11:30 AM – 12:30 PM EST
    Zoom
    Feb 28, 2024, 11:30 AM – 12:30 PM EST
    Zoom
    Topic: What PCA Can Do For You!
    Share
  • Wine Down Wednesday
    Wine Down Wednesday
    Wed, Feb 28
    Zoom
    Feb 28, 2024, 6:30 PM – 7:30 PM EST
    Zoom
    Feb 28, 2024, 6:30 PM – 7:30 PM EST
    Zoom
    TOPIC: What PCA Can Do For You!
    Share

Contact Us

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

Office: 704-366-5776

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