Jane Bortnem

Chief Financial Officer, Chief Compliance Officer

Jane is the Chief Financial Officer and Chief Compliance Officer for Cherry Tree. She possesses more than 20 years of accounting and finance experience.


  • Finance
  • Accounting
  • Compliance
  • Human Resources

Prior Experience

  • Consultant & Audit Manager, Boulay Heutmaker Zibell & Company
  • Accountant, Pepin Heights


  • B.S. Accounting, MN State University, Mankato, Cum Laude


  • Recipient of the Top Women in Finance Award
  • Certified Public Accountant
  • Certified Management Accountant
  • Financial and Operations Principal
  • General Securities Principal
  • Two-time recipient of BHZ employee achievement award

Cherry Tree Wealth Management is an SEC registered investment advisor and fiduciary advisory firm.