860 Blue Gentian Rd, Suite 150, Eagan, MN 55121
612-503-8600

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.
Susan Evans
Operations Manager
I have served as an Office Administrator for small businesses for over 28 years mainly in the medical field. My role at MBKS is to facilitate your interactions with our team and support and execute your requests in a timely manner. I take great pride in ensuring your experiences at MBKS are enjoyable and responsive in achieving your goals.

My husband and I have been married for over 20 years and enjoy the many beautiful season Minnesota has to offer. We are avid adventurists and enjoy seasonal recreations like ATV, Motorcycling, Snowmobiling, Ice Fishing, and "Jeepin" where you go off the grid to explore the beautiful forests and discover Minnesota's wildlife. We are also avid trap shooters at the Horse and Hunt club south of the Twin Cities.
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 famiy 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