Tenacious about Maximizing Client Goals
Collaborating to capture each other’s collective perspectives.
Our Team
We are an experienced, insightful and proven team of professionals committed to helping you get there. In life and legacy.
Keith Tufte
President, Investment Advisor
Chelsea Tufte
Investment Advisor
Gordon Stofer
Founder, Board Member
Tony Christianson
Founder, Chairman
Erin Buchen
Paraplanner
Jane Bortnem
CFO
John O’Connor
Investment Advisor
Kaitlyn Puente
Investment Advisor Assistant
Charlotte Desai
Marketing Associate
Conner Kolodge
Investment Advisor
Jennifer Christianson
Client Advocate
Justin Frys
Investment Advisor
Kevin O’Connor
Emeritus Wealth Strategist
“My favorite part about working at CTW is the atmosphere of the office, the awesome coworkers and the teamwork/collaboration that happens daily.”
Cherry Tree Wealth Management is an SEC registered investment advisor and fiduciary advisory firm.