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.