Byron Center, MI Office
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Eagle Strategies (NY Life)
Enterprise
Firm-wide stats for Eagle Strategies (NY Life)
About
Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management and retirement-plan advisory services through a large network of affiliated investment adviser representatives. Its filings and brochure describe work with individual investors, defined contribution and defined benefit plans, charitable and corporate clients, and note the firm’s role providing advisory services tied to insurance and annuity products.
The firm delivers advice and implements solutions through multiple program types — including financial plans, fee-based hourly advice, retirement plan consulting (CP and EIMP), co‑advisory relationships with third‑party managers, and the New York Life Premier Advisory Variable Annuity — and it emphasizes tailoring recommendations to client objectives and Plan Sponsor criteria. Eagle reports that the vast majority of its regulatory assets under management are non‑discretionary (about $30.3 billion of $32.0 billion as of December 31, 2025), and it describes fiduciary responsibilities to Retirement Investors under PTE 2020‑02 when making plan and rollover recommendations.
Noteworthy for an enterprise adviser, Eagle’s asset base is overwhelmingly managed on a non‑discretionary basis and its filings indicate relationships with a wide range of institutional sponsors, which the firm treats differently than typical retail business. The firm also operates within an integrated New York Life affiliate structure — with advisors also licensed as insurance agents and NYLIAC issuing the Advisory VA — and its regulatory disclosures describe prior SEC action regarding mutual fund share‑class conflicts and subsequent changes to disclosures and share‑class handling.
Based on Eagle Strategies (NY Life)
Expertise
Based on Eagle Strategies (NY Life)
Location
2555 84th Street SW
Byron Center MI 49315
Advisors at this office
3
Advisors at this office
Timothy P
CFP®, ChFC®, Series 63, Series 65
Byron Center, MI
Eagle Strategies (NY Life)
Timothy Potjer is a CFP® and ChFC® with 34 years of industry experience, currently an advisor with Eagle Strategies (NY Life) since 2009. He has also been associated with Potjer Financial Resources since 2000 and Nylife Securities Inc. and New York Life Insurance Company since 1991. Outside of his advisory roles, he serves as an officer with the Byron Center Downtown Development Authority. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, with most assets managed on a non-discretionary basis.
Joseph B
Series 66
Byron Center, MI
Eagle Strategies (NY Life)
Joseph Byker is a Series 66-licensed financial advisor with Eagle Strategies (NY Life) and has one year of industry experience. Prior to his advisory role, he worked for Intuit, Inc. for nine years. He serves as Treasurer and a board member for two Christian educational organizations focused on providing community-based education. Eagle Strategies serves a diverse client base including individuals and institutions, offering financial planning, investment management, and retirement-plan advisory services, primarily managing assets on a non-discretionary basis within the New York Life affiliate structure.
Brady W
Series 65, Series 63
Byron Center, MI
Eagle Strategies (NY Life)
Brady Wheeler is a financial advisor at Eagle Strategies (NY Life) with two years of industry experience. He holds the Series 65 and Series 63 licenses and has been affiliated with New York Life and its related entities since 2024. Prior to his advisory roles, he spent several years working in education at Grand Valley State University and Reeths Puffer Public Schools. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers various program types tailored to client objectives, emphasizing non-discretionary asset management and fiduciary responsibilities to retirement investors.
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