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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!

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

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

Ryans Photo.jpeg

Ryan Poterack

CEO and Wealth Manager

Anna Hopkins

Client Relationship Manager

Kaitlin Hummel
Director of Operations

Upcoming Inner Circle Events

  • Brunch & Brainstorm
    Wed, May 31
    May 31, 11:30 AM – 12:30 PM EDT
    Topic: What's Cooking at PCA?
  • Wine Down Wednesday
    Wed, May 31
    May 31, 6:30 PM – 7:30 PM EDT
    TOPIC: What's Cooking at PCA?

Contact Us

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

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

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