860 Blue Gentian Rd, Suite 150, Eagan, MN 55121

ABOUT THE MBKS Family Office
We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.
Kelene Skrypek
Partner Director | Senior Financial Advisor

During my 20-year career in the financial services industry I have been fortunate to work with families from all walks of life, small business owners and professional athletes. I really enjoy getting to know my clients, and I take the time to listen and really understand their needs so I can better develop customized plans to help them meet their goals. Working closely with their legal and tax advisors, I am a proven advocate for my clients’ financial visions. Whether their goals are being able to retire early, developing philanthropic opportunities or providing for their children’s education, my success is knowing that I have helped my clients achieve their financial dreams, whatever they may be.

I began my financial career as an intern at Salomon Smith Barney while finishing my degree at the University of St. Thomas. After graduation I spent fifteen years as an advisor at the firm which eventually became Morgan Stanley. Looking to do more with my approach of providing transparent advice with a complete wealth management plan, I co-founded MBKS Family Office in March of 2016.

Outside the office I offer my financial knowledge as a member of the Endowment committee for my local parish. I am also a current board member of the Archdiocese of Saint Paul and Minneapolis. My free time is spent with my husband and three kids at one of the local hockey rinks, baseball fields or at our favorite vacation spot - Piney River Ranch in Colorado.

CA Insurance License Number: 0F40652. Resident State MN.
  • 2016 - Present: MBKS Family Office
    Partner Director, Senior Financial Advisor
  • 2003 - 2016: Morgan Stanley, Associate Vice President
    Investment Management Consultant, Financial Advisor
  • 2000 - 2003: Smith Barney, Registered Marketing Associate
  • BA - Business Administration, 2001
    University of St. Thomas, St. Paul, MN
  • Series 7, 2001
  • Series 66, 2001
  • Series 31, 2011
  • Insurance Representative, Life, Health, LTC, 2003
  • Financial Planning Specialist Designation, 2007
  • Portfolio Management Program, Morgan Stanley, 2014
  • Financial Planning Education Program, Kaplan University, 2017
  • Twin Cities 5 Star Wealth Manager, 2014, 2015
    2016, 2018, 2019, 2020
  • Nativity of Our Lord Parish, St. Paul, Endowment Committee Member
  • Archdiocese of Saint Paul and Minneapolis, Board Member

The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by Five Star Professional, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or Five Star Professional’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Award does not evaluate quality of services provided to clients. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The Five Star award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their client’s assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com. 2622 Minneapolis-St. Paul area wealth managers were considered for the award; 591 (23 percent of candidates) were named 2018 Five Star Wealth Managers. 2017: 2304 considered, 836 winners; 2016: 4387 considered, 1690 winners; 2015: 2673 considered, 825 winners; 2014: 1931 considered, 844 winners; 2013: 2151 considered, 863 winners; 2012: 1256 considered, 624 winners.

What is a Family Office?
Family offices are private wealth management advisory firms that serve high-net-worth investors. We are different from traditional wealth management shops in that we offer a total strategy to managing the financial and investment side of an affluent individual or family in and independent fashion.
Retirement Planning
Help making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Help managing assets before and during retirement.
Tax Management
Developing tax-efficient investment strategies by looking for ways to help reduce your current and future tax burden. Referring you to qualified tax specialists.
Estate Planning Strategies
Working with estate-planning and trust specialists available through Wells Fargo Advisors Financial Network and its affiliates to help review your wills and trusts, preserve your estate for your intended heirs, establish beneficiary designations, and reduce potential exposure to estate taxes and probate costs. Coordinating with your tax and legal advisors.
Education Funding
Recommending investment and accumulation strategies to help you pay for your children's education.
Risk Management
Reviewing existing insurance policies. Finding the best policy for your situation.
Investment Planning
Determining your asset-allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you reach your goals.
Employee and Executive Benefits
Helping your business attract and retain qualified employees through benefit packages.

Wells Fargo Advisors Financial Network and its affiliates do not provide legal or tax advice. Transactions requiring tax consideration should be reviewed carefully with your accountant or tax advisor. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.

Insurance products offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.
FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals
FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals