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

Jennifer Christianson

Jennifer Christianson

Client Advocate

Charlotte Desai

Charlotte Desai

Art Director

John O’Connor

John O’Connor

Chief Investment Officer

Jared Konen

Jared Konen

Investment Advisor

Anya Ness

Anya Ness

Client Service Manager

Kevin O’Connor

Kevin O’Connor

Emeritus Wealth Strategist

Conner Kolodge

Conner Kolodge

Investment Advisor

Eric Annett

Eric Annett

Investment Advisor Associate

Jane Bortnem

Jane Bortnem

CFO, CCO

Gordon Stofer

Gordon Stofer

Founder

Chelsea Tufte

Chelsea Tufte

Investment Advisor

Robert Christianson

Robert Christianson

Investment Advisor Associate

Tony Christianson

Tony Christianson

Founder, Chairman

“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