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 an 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 work to 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 multiple committees. 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 & Series 66, 2001
  • Series 31, 2011
  • Insurance Representative, Life, Health, LTC, 2003
  • Portfolio Management Program, Morgan Stanley, 2014
  • Financial Planning Education Program, Kaplan University, 2017
  • Five Star Wealth Manager, 2014, 2015
    2016, 2018, 2019, 2020, 2021
  • Nativity of Our Lord Parish, St. Paul, Endowment Committee Member
  • Archdiocese of Saint Paul and Minneapolis, Board Member
  • Pinky Swear Foundation, Investment Committee Member

The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Active as a credentialed professional in the financial services industry for a minimum of 5 years; 3. Favorable regulatory and complaint history review (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*); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients; 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 awarded. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The award methodology does not evaluate the quality of services provided and is not indicative of the winner’s future performance. 4,004 Twin Cities-area wealth managers were considered for the award; 630 (16% of candidates) were named 2021 Five Star Wealth Managers. 2020: 3,606 considered, 589 winners; 2019: 3,504 considered, 671 winners; 2018: 2,622 considered, 591 winners; 2016: 2,083 considered, 854 winners; 2015: 2,673 considered, 825 winners; 2014: 1,931 considered *To qualify as having a favorable regulatory and complaint history, the person cannot have: 1. been subject to a regulatory action that resulted in a suspended or revoked license, or payment of a fine, 2. had more than three customer complaints filed against them (settled or pending) with any regulatory authority or Five Star Professional’s consumer complaint process, 3. individually contributed to a financial settlement of a customer complaint filed with a regulatory authority, 4. filed for bankruptcy, or 5. been convicted of a felony.

What is a Family Office?
We believe family offices are private wealth management advisory firms that serve high-net-worth investors. We are different from traditional wealth management practices 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.

This is not, in any way, intended as an invitation to replace your existing coverage. Such an exchange is often not appropriate due to such factors as surrender charges on your existing policy, the surrender charge period on the new policy, transaction costs associated with the exchange, the values of the new policy versus the old policy, and the various fees and expenses associated with the new product. Therefore, replacing an existing policy should only be considered after a careful evaluation of these factors as well as a thorough review of your existing coverage.
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