I’ve been doing what I love since graduating from Iowa State University in 1990, helping people make thoughtful, informed decisions about their financial lives. I founded Poterack Capital Advisory in 2001 to create an independent space where client relationships come first and every strategy is grounded in purpose, clarity, and transparency.

We operate differently. Our process is built on listening, not pitching. From the first conversation to ongoing strategy, we focus on what matters most to you. As a fee-only fiduciary, our work is rooted in objectivity, education, and deep partnership, not commissions or quotas.

At PCA, we believe real financial advice means asking better questions and building long-term relationships based on trust and shared values. Our clients appreciate the candor and structure we bring to the process, and often tell us the clarity they gained with us was missing elsewhere.

Outside of work, my wife Dawn and I enjoy great food, travel, and being outdoors. We have six grown kids and one son, Lincoln, who still keeps things lively at home.