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.
- Human Resources
- 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.