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Tim Potter

Mobile: 612-219-0309

Office: 952-746-6174


Tim Potter, CPA

Director of Operations

Tim is responsible for coordinating and overseeing the delivery of all client services and serves as a subject matter expert in hedge accounting, financial instrument valuation, and technology optimization.  In addition, he is responsible for establishing best practices and maintaining a best-in-class system of internal controls.  Tim’s previous professional experience includes positions with PwC, TCF Bank, and Pine River Capital Management.  


  • Bachelor of Arts – Accounting and Business Administration-Financial Planning from the University of Jamestown.   

  • Masters of Science in Accountancy from The University of St. Thomas – Opus College of Business 

  • CPA accreditation (MN) in 2008 

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