Meet Our Team

Jared E. Ellis

Founder & President

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Danny Kaufmann

Educational Resource Director

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Stephen Brinker

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Zack Kauflin

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Rebecca Jones

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Dana Pickup, MBA

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Business Operations Team

At kalibr, our success in servicing you as a client extends beyond your advisor. Our team is comprised of individuals who take pride in their ability to be a consistent source of information and communication amongst clients and advisors. As informed team members, we aide your advisor in providing timely and accurate feedback as well as assembling your personalized financial plan. As a readily available resource to you, we look forward to contributing towards empowering your legacy.

John Koranicki

Director of Operations

Dr. David Lazenby

Director of Advanced Planning

Emily Orf

Business Operations Assistant

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Jared Ellis

Jared is an avid public speaker, leading workshops for various physician-specialized organizations and training conferences for other advisers. He holds workshops for current and prospective clients on a variety of industry topics and is passionate about developing and nurturing relationships while educating them about various financial planning and business topics. He is experienced in tax efficiency for income and aspects of estate planning, asset protection, practice management and family wealth preservation. This allows him to not only support, but to come alongside his clients and their families to help build a strong foundation to a solid financial future. Jared was a teacher prior to starting his career in finances 10 years ago in banking. Through the growth of his business and his love for educating, he has had the opportunity to mentor and coach many others in a variety of professions. He is married to his wife, Julie, has 3 biological sons, and an adopted daughter. He and Julie have been foster parents for over 5 years and have had over 14 children come through their home. They are passionate about helping kids have a stable and consistent home life. Jared strong passion with physical fitness aides him in understanding how a continued commitment towards a goal can pay dividends. Any spare time he can arrange, Jared is either spending it with all of his kids or continuing to date his wife.

 
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Danny Kaufmann

Danny is passionate about adding value to the people he interacts with, especially his clients. As a team member, he works with clients in building out a comprehensive financial plan. Danny works with practicing Physicians and is a Residency Coordinator for kalibr. Danny's background in Business and Chemistry allows him the opportunity to best match people with solutions. His work with medical students helps grow his passion to educate all of his clients on their financial choices. Danny is the oldest of 9 children and his 'big brother' sense of protection carries over to all of his business practices. His personal relationship to the medical community first starts with his father, a practicing Dentist. Danny understand the relationship a financial advisor can have to a medical practice.

 
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Rebecca Jones

Rebecca is dedicated to thoroughly understanding the priorities of individuals and families to develop a personalized financial strategy that enhances their lives and those they love. She committed to always delivering personalized service and deepening her relationships with clients.

Rebecca embarked on her finance career back in 2007, starting in the retail banking industry working throughout college. With her commitment to strengthening her client’s financial well-being, she joined Kalibr.

Rebecca was born and raised in the Saint Charles area and earned a Bachelor’s degree from The University of Missouri-Columbia. An adventurer at heart, she enjoys making new memories traveling with her family and exploring new hiking trails with her dog, Ernie.

 
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Zack Kauflin

Zack has a desire to be a true consultant in the health care industry. His extensive background in the medical field yields him the opportunity to help physicians and medical professionals in areas to increase revenue streams and productivity as well as business functions and finances.

He was a successful medical device sales representative and manager with products for orthopedic surgeons the 13 years prior to starting his career at Kalibr. Zack walked-on Mizzou football and earned a scholarship while majoring in chemistry and business at the University of Missouri.

Zack and his wife Olivia are active in the St. Louis community. They enjoy meeting friends and family to go to new restaurants, breweries, and having cocktails; especially any place with live music. Zack and Liv were both raised on farms and love going back home to help their families. Favorite activities outside of work and farms include cycling, skiing/snow boarding, and traveling.

 
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Dana Pickup

Dana’s mission in life is to help eliminate the knowledge gaps that others use to extract money without value. His inquisitive mind finds the “why” behind current methodologies and processes and then finds ways to make those processes more efficient. Although the primary way he helps people is through financial education, he has helped his clients in many different areas of life as his goal is to enrich the lives of others. He enjoys the process of educating his customers so they can make informed decisions with confidence. “Knowledge is power…when it is shared with others.” The desire to educate and make a difference in the lives of friends and family led Dana to what he’s doing today—providing financial literacy and education to those without the means or the time to educate themselves.

Dana is a former (he says “rehabilitated”) actuary and corporate finance professional who has spent most of his career helping large corporations become more efficient and profitable through financial and operational roles. He also started a diamond company that prioritizes education (an educated customer is a happy customer) and value--he purchases diamonds straight from the cutters, eliminating many layers of middlemen, providing customers with more value at a lower cost. Despite enjoying the corporate world, Dana saw a greater need in the small business and personal finance sector and made the transition.

Outside of work, Dana enjoys spending time with his son, helping him cultivate his entrepreneurial spirit. He also still runs his diamond company, rides his motorcycle around the Midwest, goes fly fishing with his dad and brother, plays various sports, and enjoys playing the piano.

 
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Stephen Brinker

Stephen’s passion is in creating a path for financial well-being for each of his clients. As the spouse of a veterinarian, Stephen understands that many professionals are faced with financial challenges to attain their desired career. His desire is to establish a plan that will prevent money from hindering the client’s career and life goals.

Stephen graduated from the University of Missouri- St. Louis with a master’s in business administration with emphasis in accounting. He has 5 years of experience in the mortgage industry but wanted to make a career move that would allow him to directly see the reward of helping people. With a multifaceted background in business, Stephen hopes to use his analytical and problem-solving strengths to bring the highest level of service to Kalibr clients.

Stephen and his wife, Jean, were married in 2016 and live in Ballwin, Missouri. Stephen has many hobbies to fill his time outside of work. Some of these hobbies include: cars, hunting, cycling, fitness, Blues hockey, and remodeling. More important than hobbies is traveling to visit family throughout the country and spending time with his wife and pets