Office: 704-366-5776 or 563-355-3342
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
Core Values
We believe little things matter a lot.
We believe in personal responsibility.
We believe nice companies finish first.
We believe in solution-oriented communication.
We believe in speaking forthrightly and with candor.
We believe listening to our client is better than convincing our client.
We believe in a fun, productive office that encourages career development.
We believe everything we do has an effect on how our company is viewed.
We believe in providing the best client experience in the world.
We believe in mutually-profitable partnerships with clients.
We believe embracing change leads to future success.
We believe in improving our client’s quality of life.
Our Services
Asset and Wealth Management
Thorough Guidance
Income, Retirement, and Wealth Protection
The Path to Success
Life & Long-Term Care Insurance
A Comprehensive Approach
Tax Efficient Strategies and Coordination
Knowledgeable Help
The PCA Way
Learn more about our firm
Our Internal Relationship Team
Ryan Poterack
CEO and Wealth Manager
Anna Hopkins
Client Relationship Manager
Kaitlin Hummel
Director of Operations
Contact Us
Mailing Address:
PCA Service Center
PO Box 350
Morton, IL 61550
Office: 704-366-5776 or 563-355-3342