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

The PCA Way

Learn more about our firm

Our Internal Relationship Team

Ryan%20Photo%203_edited.jpg
Anna_edited.jpg
Kaitlin_edited_edited.jpg

Ryan Poterack

CEO and Wealth Manager

Anna Hopkins

Client Relationship Manager

Kaitlin Poterack

Director of Operations

Upcoming Virtual Events

  • Brunch & Brainstorm
    Brunch & Brainstorm
    Wed, Jan 25
    Zoom
    Jan 25, 2023, 11:00 AM – 12:00 PM EST
    Zoom
    Topic: TBD
    Share
    RSVP
  • Wine Down Wednesday
    Wine Down Wednesday
    Wed, Jan 25
    Zoom
    Jan 25, 2023, 6:30 PM – 7:30 PM EST
    Zoom
    Topic: TBD
    Share
    RSVP

Contact Us

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

anna@poterack.net

Office: 704-366-5776 or 563-355-3342

Thanks for submitting!