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

ABOUT THE VISTA 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.
Michael Bills
Owner | Portfolio Manager
My eighteen years of experience in the financial services industry has provided me with tremendous experiences in a wide array of markets and new paradigms. This experience has taught me the valued insight to managing risk in portfolios in order to optimize returns in uncertain times.
Kelene Skrypek
Owner | Investment Planning Director
My eighteen years in the financial services industry shaped me into an advisor who takes the time to listen, educate, and establish plans with my clients. I collaborate with clients to help achieve their goals.
MARY KETTLER
MARY KETTLER
Office Manager
JAMES M. LUKANICH
JAMES M. LUKANICH
Owner | Managing Director
jim.lukanich@WFAFinet.com
Tel: 651-207-8232
TRACY L. DIXON
TRACY L. DIXON
Operations Manager
tdixon@WFAFinet.com
Tel: 651-330-1579
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