We want to connect with you! Reach out with any questions you may have, and Anna Hopkins will be in touch with you soon.
Call: 704-366-5776
info@poterack.net
Text: 704-327-0137
Send a message →
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
What to Expect: First, we get acquainted in a 30-minute Zoom. We will discuss your experience with our industry, listen to what outcomes you are seeking, share the steps in our Fiduciary process, and how we are compensated.