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

Justin Frys

Justin Frys

Investment Advisor

Anya Ness

Anya Ness

Client Service Manager

Kevin O’Connor

Kevin O’Connor

Emeritus Wealth Strategist

John O’Connor

John O’Connor

Chief Investment Officer

Jared Konen

Jared Konen

Investment Advisor Associate

Gordon Stofer

Gordon Stofer

Founder

Charlotte Desai

Charlotte Desai

Marketing Associate

Conner Kolodge

Conner Kolodge

Investment Advisor

Josh Denny

Josh Denny

Investment Advisor Associate

Tony Christianson

Tony Christianson

Founder, Chairman

Chelsea Tufte

Chelsea Tufte

Investment Advisor

Jennifer Christianson

Jennifer Christianson

Client Advocate

Jane Bortnem

Jane Bortnem

CFO, CCO

“I am proud to be part of a company that values its customers, employees, and the environment”

Anna Ness • Client Service Manager, Cherry Tree Wealth Management

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

DISCLOSURES