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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

Partner

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KAITLIN HUMMEL

Client Relationship Manager

UPCOMING INNER CIRCLE EVENTS

  • Brunch & Brainstorm
    Brunch & Brainstorm
    Wed, May 29
    Zoom
    May 29, 2024, 11:30 AM – 12:30 PM EDT
    Zoom
    May 29, 2024, 11:30 AM – 12:30 PM EDT
    Zoom
    Topic: Wealth.com Estate Planning
    Share

Contact Us

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

Office: 704-366-5776

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