Amy is our Vice President of Operations. Amy brings over 12 years of experience in the financial industry to our team. Amy graduated from Coe College with a Bachelor of Arts in Business Administration. She is currently enrolled in the MBA-PM Program through the University of Iowa. 

Amy adds a new level of expertise to the Support Staff at Poterack Capital Advisory. She has worked as an Operations Representative, Operations Manager, Business Development consultant and a recruiter for other financial organizations. With Amy’s experience and knowledge, she is a great addition to our team.

Amy currently resides in Riverdale with her husband Bob and their two children. Amy also serves as the Vice-President on the YWCA of the Quad Cities Board of Directors.

Anna is the Director of Marketing at Poterack Capital Advisory.  She leads our company in strategic development, creation, and implementation of marketing initiatives including company communication and branding.  She manages monthly PCA publications, marketing brochures, and other material from inception through production.   Additionally, Anna is responsible for the content, layout and function of the company web sites. 

She joined the PCA team in October of 2007, after several years of experience and training in marketing and corporate communications. Anna thrives in a role that showcases her strong creativity, relationship building, and technology skills.  In other words, she’s brilliant and completely digs her gig!

Anna holds an Associate’s degree from Illinois Central College and has completed coursework towards a Bachelor's degree in Business Administration through the University of Illinois in Springfield.  When she manages to tear herself away from work, Anna enjoys traveling, spending time with her family, and Salsa dancing.

Christin Rose joined Poterack Capital Advisory as our Director of Communications.  She is responsible for the general management, operation and maintenance of the Charlotte, NC branch. 

Prior to joining PCA, Christin had over 6 years of executive support experience.  Most recently, she served as an Executive Assistant to the CEO of a mortgage brokerage firm, also located in Charlotte.   While there, she supported a staff of operations and sales force with their Payroll, Human Resource, and Administrative Support needs.

Christin graduated from the University of North Carolina at Charlotte with a Bachelor of Science degree in Business Administration.  She likes to spend her free time with her two Chihuahua’s.  She also enjoys volunteering for Habitat for Humanity, and participates in a variety of sporting activities

Erin Craft earned a Bachelor of Arts degree in Public Relations from Northern Kentucky University.  Prior to becoming a member of our team, her experience has been in event planning, marketing, and sales for various industries.  While in these roles, she was able to further develop interpersonal communication and project management skills, along with focusing on solution-oriented strategies.  Having this experience proves to be a benefit as she fulfills her role as our Public Relations Specialist.  She looks forward to utilizing these skills now and in the future with Poterack Capital Advisory. 

Erin currently resides and enjoys living in Charlotte, NC.  During her free time she likes to go hiking with her dog, spending time with family and friends, and attending professional sports games.  

Greg Poterack is a graduate of Iowa State University with a Bachelor of Science in Business Management. Prior to working at Poterack Capital Advisory, he owned the restaurant Boozies Bar & Grill in downtown Davenport for 15 years. That role provided Greg with a wide range of business experience including personnel management, marketing, human resources, and above all, excellent customer service skills. Greg is excited to put all of these skills to use at Poterack Capital Advisory. Greg takes pride in his family-inherited strong work ethic and his desire to treat each client like a friend and family member.

Greg lives in Davenport with his wife Tonia, a social worker for Head Start, and his son Mitchell. He enjoys spending time with his family, golfing, and playing racquetball. A perfect day for Greg would be going to the beach with his family followed by a cookout with friends.

Shawn Mirman is an Analyst for Poterack Capital Advisory.  His focus is based around gathering market information, quantitative analysis, and client satisfaction.  Shawn’s research focus is to obtain the highest rate of return at the lowest risk level, staying consistent with the objectives of PCA’s clients. Before joining the PCA team Shawn worked as a Fund Analyst for a private investment company, worked extensively in sales, and started his own real estate legal research company here in Charlotte.

Shawn keeps a watchful eye on the market, constantly evaluating economic trends and postulating how they will affect the positions PCA has taken.  Outside of work Shawn enjoys being outdoors, swimming, hiking with his dog, spending time with friends and family, and both playing and listening to music.