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Ryan Poterack, President, is a Certified Financial Planner with a financial degree and over 20 years of industry experience. Ryan started the company in 2001 with a focus on building client relationships through top-shelf service. Ryan has helped many clients meet their objectives through simple and tax-efficient retirement strategies. He’ll find ways for you to eliminate unnecessary fees, taxes and expenses. Ryan believes financial planning is a process whereby the client-advisor relationship is a partnership.

Ryan was selected as a 2008 Best In Client Satisfaction Wealth Manager. 

To contact Ryan, email him at ryan@pca-inc.org.

 

 

 

 
Your Team
 
 

Ryan Poterack, CFP®

Chief Executive Officer

 

Amy Kramer

VP, Operations

 

Greg Poterack

Director, Client Services

 

 

Meet the rest of our staff!

 
   
   

 


 
 
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