I am the President of Poterack Capital Advisory, but you can call me Prez.  I make sure our business is running smoothly so the rest of our team can focus their energy on servicing our fantastic clients. 

I joined the PCA team in October of 2007, with a background in marketing and corporate communications. I now recognize I thrive bossing Ryan around and handling a million different tasks at once!  Who knew?  All of us at PCA are obsessed with client service, and I’m behind the scenes cracking the whip!

When I manage to tear myself away from work (not as easy as you might think, since I work from home!), I enjoy traveling to places with palm trees, spending time with my family, and Salsa dancing.

I am the Event Coordinator at Poterack Capital Advisory, which mostly means I plan the parties!  We host unique client events and workshops, providing information without ever being boring…really. 

Thankfully, my gift of gab comes in handy since I’m responsible for creating memorable first impressions.  Instead of getting a robotic greeting when you call into the office you get me!   I love seeing familiar and new faces when someone comes in for a visit or attends an event.  You may stop by anytime you have a question or need assistance - we are here to help.   You can have a mean cup of Joe or tea while we handle what needs handling.  We also have tons of chocolates as well!

In my free time, I love to attend Bobcats basketball games, swimming, hiking, and learning Spanish.    

After 14 years as an owner of a bar & grill, I am grateful for coming out alive and having a training ground to provide excellent client service.  That business experience taught me to keep cool when I have 42 emails and 28 phone messages all marked URGENT before noon. 

We all know Ryan is the man with the plan, but as Director of Client Services, execution is my game.  So if it’s not investment advice you’re looking  for, save some time and contact me directly!  If I don’t know the answer immediately, I’ll chase it down and report back to you.  My main goal is to keep things as hassle-free for our clients as possible. 

 I love my part in helping clients improve their lives with Ryan’s knowledge and experience.   For my love on another level, that’s saved for Tonia, my wife, and my son Mitchell.

29 years of life have taught me two things…water after wine does not insure there will be no hangover and love what you do for a living. This is a statement  to the latter. I have worked in all sorts of customer service jobs in my day, but not until I found PCA, have I truly enjoyed the people I am surrounded with every day. Plus, I get to tell the boss where he can go. It’s not like that; I control the schedule. Whether it is a client who needs to review their portfolio or someone new who wants to visit with Ryan for the first time, I am the point of contact to get that done.

 PCA’s drive for innovation and growth has led me to a new and exciting position as well;  Marketing Extraordinaire (not an official title). I am working hard to get us a presence in the crazy world of social media and to make sure that everyone has the opportunity to stroke the greatness that is Poterack Capital Advisory . It’s not like that either; we host monthly workshops and events.

 When I am not tooting my own horn here at work, I am doing it at home with my husband Chris and our divine daughter Mia.