Jennifer Christianson
Client Advocate
Jennifer is a Client Advocate for Cherry Tree Wealth Management (CTW). She is the liaison between the client and the CTW client care team. Attentive to the client families needs, she ‘advocates’ for their unique values, issues and goals.
Focus
- Advocates for the client’s values, issues and goals
- Aids in the transition to CTW
- Maintains client relationships
- Prospect investment education
Education
- BA, The College of St. Catherine, St. Paul, Minnesota
Prior Experience
- Non-profit fundraising
- Public relations at various non-profits
- Manager, family retail business
Cherry Tree Wealth Management is an SEC registered investment advisor and fiduciary advisory firm.