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

Keith Tufte

President, Investment Advisor

Chelsea Tufte

Chelsea Tufte

Investment Advisor

Gordon Stofer

Gordon Stofer

Managing Director

Tony Christianson

Tony Christianson

Managing Director

Erin Buchen

Erin Buchen

Paraplanner

Jane Bortnem

Jane Bortnem

CFO

John O’Connor

John O’Connor

Investment Advisor

Kaitlyn Puente

Kaitlyn Puente

Investment Advisor Assistant

Chari Fournier

Chari Fournier

Marketing Associate

Conner Kolodge

Conner Kolodge

Investment Advisor

Jennifer Christianson

Jennifer Christianson

Client Advocate

Justin Frys

Justin Frys

Investment Advisor

Kevin O’Connor

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.”

Kaitlyn Puente • Investment Advisor Assistant, Cherry Tree Wealth Management

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

DISCLOSURES