Timothy J. Potjer, CFP®, ChFC®,CLU® in

Timothy J. Potjer, CFP®, ChFC®,CLU®

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Founder at Potjer Financial Resources
📍 Byron Center, Michigan, United States

Timothy J. Potjer is the founder of Potjer Financial Resources, specializing in business, estate, and retirement planning. A graduate of Western Michigan University, he is a life member of the Million Dollar Round Table and has been consistently recognized as a top producer with Eagle Strategies.

Timothy is professionally active in his community as a member of local financial planning councils. Based in the Grand Rapids area, he is likely an avid follower of Michigans collegiate and professional sports teams.

He has been named one of "America’s Top Financial Security Professionals" by Forbes for three consecutive years.

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Experience
34 Years
Current Role
Founder
Job Level
Leadership
Location
Byron Center, Michigan, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Timothy cares about

Financial Security
His work and a multi-year Forbes award center on helping clients achieve financial security. He frequently posts about protecting loved ones and planning for the future.
Comprehensive Planning
He specializes in integrating business, personal, estate, and retirement planning to provide holistic financial strategies for his clients.
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Career

Work history

6-1991
Founder
Potjer Financial Resources
1-2010
Financial Adviser
Eagle Strategies, LLC
6-1992
Registered Representative
NYLIFE Securities LLC
6-1991
Agent
New York Life Insurance Company
In the press

Media appearances

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Education
1991 - 2016
CFP
The American College of Financial Services
1985 - 1989
Bachelor of Business Administration (BBA)
Western Michigan University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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