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

ASSET AND WEALTH MANAGEMENT

Thorough Guidance

INCOME, RETIREMENT, AND WEALTH PROTECTION

The Path to Success

LIFE & LONG-TERM CARE INSURANCE

A Comprehensive Approach

TAX EFFICIENT STRATEGIES AND COORDINATION

Knowledgeable Help

OUR INTERNAL RELATIONSHIP TEAM

RYAN POTERACK

CEO & Wealth Manager

ALEC QUAID, CFP ®

Wealth Manager

ANNA HOPKINS

Partner

KAITLIN HUMMEL

Client Relationship Manager

UPCOMING INNER CIRCLE EVENTS

Brunch & Brainstorm
Wed, Apr 24
Zoom
Apr 24, 2024, 11:30 AM – 12:30 PM EDT
Zoom
Apr 24, 2024, 11:30 AM – 12:30 PM EDT
Zoom
Topic: No-Commission, Investment Grade Life insurance.
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Wine Down Wednesday
Wed, Apr 24
Zoom
Apr 24, 2024, 6:30 PM – 7:30 PM EDT
Zoom
Apr 24, 2024, 6:30 PM – 7:30 PM EDT
Zoom
TOPIC: No-Commission, Investment Grade Life insurance.
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RSVP