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
Justin Frys
Investment Advisor
Anya Ness
Client Service Manager
Jane Bortnem
CFO, CCO
John O’Connor
Chief Investment Officer
Erin Buchen
Investment Advisor Associate
Kevin O’Connor
Emeritus Wealth Strategist
Charlotte Desai
Marketing Associate
Conner Kolodge
Investment Advisor
Jared Konen
Investment Advisor Associate
Tony Christianson
Founder, Chairman
Chelsea Tufte
Investment Advisor
Jennifer Christianson
Client Advocate
Gordon Stofer
Founder
“I am proud to be part of a company that values its customers, employees, and the environment”
Cherry Tree Wealth Management is an SEC registered investment advisor and fiduciary advisory firm.