Pursuing your goals together

Our six-member team provides comprehensive wealth management for families, businesses, and nonprofit organizations. We represent over 150 years of combined wealth management experience, and the team has been together for nearly twenty years.

Our goal is to help you achieve your financial aspirations by coupling the world-class resources of a global firm with local, personal service. We spearhead collaboration between your estate planning attorney and accountant to ensure a seamless strategy.

You entrust your financial future to our team. We take this very seriously.
Services Include
  • Retirement Planning1
  • Estate Planning Strategies2
  • Planning for Education Funding3
  • Business Planning4
  • Business Succession Planning5
  • Executive Financial Services6
  • Asset Management7
  • Professional Portfolio Management8
  • Wealth Management9
  • Alternative Investments10
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Working With You

Our team comes across many people who have become collectors of investments. At the time, there was probably a good reason to buy each stock, fund, etc. However, over the years, their collection is no longer monitored, scrutinized, or purposeful.

We work with clients to manage their portfolio within the context of their "big picture". You deserve to have a comprehensive strategy where all components serve a purpose and work as one. Each investment decision is made to help you achieve your goals. By using a consultative process to design, implement and monitor financial strategies we may better plan for your lifetime goals; funding a college education, retiring when and how you envision, transferring your accumulated wealth as you choose. The process seeks to discover the financial needs and concerns on both sides of the balance sheet. Working in relationship with our clients we will follow a well-defined, agreed upon plan of action.

    Personal Interests

    Dennis Skrypchak is married and has two adult daughters working in the health care industry. In his free time, Dennis enjoys fishing and golf. He is a Past Board Chair for the Arthritis Foundation - Upper Midwest Region WI Leadership Board.

    Dan Geigler and his wife, Kim, have two young sons, Colton and Caleb. Dan enjoys coaching his boys' sports teams. In his free time, he is Vice Board Chair of Ronald McDonald House of Eastern Wisconsin. Dan also coordinates the volunteer efforts for Morgan Stanley employees in the southeast Wisconsin area.

      Location

      20975 Swenson Drive
      Suite 300
      Waukesha, WI 53186
      US
      Direct:
      (414) 256-2351(414) 256-2351
      Toll-Free:
      (800) 965-4967(800) 965-4967

      Meet The Skrypchak Group

      About Me

      Dennis Skrypchak is a Senior Vice President and Wealth Advisor. He is the founding member of The Skrypchak Group, headquartered in Milwaukee, WI.

       Mr. Skrypchak has more than 33 years of experience in the financial services industry, where he has dedicated his career to working extensively with families, businesses, and nonprofit organizations. He focuses on high-level investment strategy and key client relationships.

       A graduate of the University of Wisconsin – Parkside with a Bachelor of Science degree in Business Management, Mr. Skrypchak received his Certified Investment Management Analyst (CIMA®) designation from Investment Management Consultants Association and in conjunction with The Wharton School of Business at the University of Pennsylvania. 

      Mr. Skrypchak was recognized as one of the Top 1,000 Financial Advisors by Barron’s (February, 21 2011).

      Professional Details
      1984 – 1991: E.F. Hutton and Shearson Lehman
      1991 – present: Morgan Stanley*
      Securities Agent: WI, TX, WY, WA, VA, TN, SC, PA, OH, NY, NJ, NC, MS, MO, MN, MI, MD, MA, IN, IL, IA, GA, FL, CT, CO, CA, AZ, AR; Managed Futures; Transactional Futures/Commodities; General Securities Representative; BM/Supervisor; Investment Advisor Representative
      NMLS#: 1297902

      About Me

      Dan Geigler is a Vice President, Financial Advisor, and Portfolio Manager. He focuses on asset allocation, portfolio construction, and risk management. 

       Mr. Geigler is an Adjunct Instructor in Marquette University’s College of Business Administration. He has developed two courses for the Department of Finance: Portfolio Risk Management and Institutional Investment Consulting.  Both courses employ Service Learning pedagogy, where students provide pro bono analysis for local nonprofit organizations.

       Mr. Geigler received his Bachelor of Science in Finance and his MBA from Marquette University, with summa cum laude honors. Mr. Geigler received his Certified Investment Management Analyst (CIMA®) designation from Investment Management Consultants Association and in conjunction with The Wharton School of Business at the University of Pennsylvania.

      Professional Details
      2000 – present: Morgan Stanley*
      CIMA® - University of Pennsylvania – Wharton School
      Adjunct Instructor – Department of Finance - Marquette University
      Securities Agent: WI, TX, WY, WA, VA, TN, SC, PA, OH, NY, NJ, NC, MS, MO, MN, MI, MD, MA, IN, IL, IA, GA, FL, CT, CO, CA, AZ, AR; Managed Futures; General Securities Representative; Investment Advisor Representative
      NMLS#: 1297753

      About Me

      Tom Gagliano is a Vice President and Relationship Manager. He works with clients on comprehensive wealth planning and investment strategies.

       Mr. Gagliano has achieved advanced designations, including the Certified Financial Planner (CFP®) and Chartered Financial Consultant® (ChFC®). Mr. Gagliano received his Bachelor of Science from Wisconsin Lutheran College.

      Mr. Gagliano is active in his community and serves as a Board member for Easter Seals of Southeast Wisconsin. In his free time, Mr. Gagliano enjoys golf, volunteering, and travel with his wife and daughter.

      Professional Details
      1980 – 1997: Kohl’s
      1998 – present: Morgan Stanley*
      Investment and Market Perspectives

      On the Markets

      Retirement

      Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
      • 401(k) Rollovers
      • IRA Plans
      • Retirement Income Strategies
      • Retirement Plan Participants
      • Annuities
      The Simple Six-Step Retirement Checkup

      The Simple Six-Step Retirement Checkup

      Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.

      Investing

      Working closely with you to guide your wealth and investments through the most challenging market cycles.
      • Asset Management
      • Wealth Planning
      • Traditional Investments
      • Alternative Investments
      • Impact Investing
      Five Smart Strategies to Use a Bonus or Raise

      Five Smart Strategies to Use a Bonus or Raise

      Have extra money coming in? Here are ways to put your money to work for you now, so you can reap the rewards down the road.

      Family

      Creating customized financial strategies for the challenges that today's families face.
      • Estate Planning Strategies
      • 529 Plans / Education Savings Planning
      • Long Term Care Insurance
      • Special Needs Planning
      • Trust Services
      Financial Transition: A Guide for Women

      Financial Transition: A Guide for Women

      Here's how to take control of your finances if a death or divorce leaves you holding the reins.

      Business Planning

      Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
      • Succession Planning
      • Business Planning
      • Retirement Plan Sponsors
      • Qualified Retirement Plans
      • Corporate Pension Funds
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      6 Keys to Building a Startup

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      Philanthropy

      Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
      • Endowments
      • Foundations
      • Donor Advised Funds
      • Impact Investing
      A New Roadmap for Mission Alignment

      A New Roadmap for Mission Alignment

      Non-profits, foundations and endowments need to ensure that their sources of capital are in sync with their stated goals.

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      Access Morgan Stanley Online

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      Ready to start a conversation? Contact The Skrypchak Group today.
      Market Information Delayed 20 Minutes
      1Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

      2Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

      3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

      4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

      5Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

      6Tax laws are complex and subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol . Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.

      7Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

      8Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be suitable for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.

      9Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

      10Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are suitable only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.

      The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.

      Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.

      The securities/instruments, services, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.

      Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.

      The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.

      *References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.


      CRC 2019752 10/2018