Kevin O’Connor

Emeritus Wealth Strategist

For the past 30 years Kevin has delighted clients in a broad range of financial advisory activities. Formerly a practicing CPA and Personal Financial Specialist, Kevin founded and led a public accounting firm prior to founding Trusted Financial Partners, a wealth management firm.


  • Devising investment strategies that make clients’ goals and dreams a reality
  • Wealth enhancement and protection, wealth transfer and charitable giving
  • Business strategy and business succession


  • MS, Information Systems, University of Wisconsin
  • BA, Accounting and Economics, St. Mary’s University of Minnesota
  • Certified Public Accountant® (Inactive)
  • Formerly AICPA designated Personal Financial Specialist

Prior Experience

  • Founder, President & Managing Partner, O’Connor Gearty & Co.
  • Partner, Carver Moquist & O’Connor


  • Deacon, St. Joseph the Worker Church
  • Community Volunteer

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