Managing Director, Senior Wealth Advisor
specializes in working to organize her clients financial lives while partnering with them through the ups and downs of life. Compassionate as she is realistic, Kelene has helped create comprehensive, customized investment plans for countless business owners and generations of families.
Kelene built her career at Smith Barney, Morgan Stanley and MBKS Family Office before coming to Green Wealth Management to pair big-firm resources with the interpersonal service of a family office. A lifelong learner, she has built on her BA from the University of St. Thomas with additional training in portfolio management strategies and investment planning.
Having called the Minneapolis area home her entire life, Kelene gives back to her community through her work at the Pinky Swear Foundation on the Investment Committee, the Endowment and Investment Review Committee for the Nativity of Our Lord Parish, and on the Corporate Board and Finance Council for the Archdiocese of Saint Paul and Minneapolis. Outside of the office, she keeps busy with three kids in sports – which means lots of hockey in MN! Depending on the season, you might find her downhill skiing or hitting the links in her free time.
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