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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

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MEREDITH NOBLE

Client Data Analyst

UPCOMING INNER CIRCLE EVENTS

  • Brunch & Brainstorm
    Brunch & Brainstorm
    Wed, Nov 29
    Zoom
    Nov 29, 11:30 AM – 12:30 PM EST
    Zoom
    Nov 29, 11:30 AM – 12:30 PM EST
    Zoom
    Topic: What's Cooking at PCA?
    Share
  • Wine Down Wednesday
    Wine Down Wednesday
    Wed, Nov 29
    Zoom
    Nov 29, 6:30 PM – 7:30 PM EST
    Zoom
    Nov 29, 6:30 PM – 7:30 PM EST
    Zoom
    TOPIC: What's Cooking at PCA?
    Share

Contact Us

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

Office: 704-366-5776

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