Meet Our Team

Jared E. Ellis

Founder & Principal

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Scott F. Perhacs, MBA

Financial Service Professional

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Bill Vander Pluym

Financial Service Professional

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Danny Kaufmann

Educational Resource Director

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John E. McCadden, CLU, ChFC

Financial Service Professional

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Tony DeHart

Educational Resource Director

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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

Business Operations Manager

Dr. David Lazenby

Chief Strategy Officer

Emily Orf

Business Operations Assistant

Our Planning Resource

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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's 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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Scott F. Perhacs, MBA

Scott has been a financial adviser for nearly two decades with experience specializing in the medical community.  His primary areas of focus:

1. Holistic financial planning for individuals:  Through detailed designs, we develop tax efficient plans for our affluent and business owner clients.
2. Employee benefits: Many businesses have issues recruiting & retaining employees.  We assist in the development of programs to reward key employees & also enhance existing employee benefit programs.

He graduated from Heidelberg University in 1999 with a double major in Business Administration and Public Relations.

While running a trading desk at McDonald Investments in his native Cleveland, OH he earned a MBA from Cleveland State University. He moved to St. Louis to assist in the startup of a medical professional liability insurance company and helped grow the company as the Sales Vice President and Chief Underwriter.

In his personal life, he is a husband to Becca and father to Troy & Abbey.  His favorite pastime is spending quality time with his family. He utilizes his experience as a college athlete to nurture young athletes as a baseball & basketball coach.  He also volunteers at Assumption Parish, the Knights of Columbus, and the Signature Healthcare Foundation.

 
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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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Bill Vander Pluym

Bill, with four years in financial services, greatly enjoys the opportunity to educate clients on how needs based planning affects them now and in the future. With the drive to grow a clients’ knowledge and professional contact network, he strives to keep your financial goals within reach through holistic planning. Bill with years of experience in customer service understands the importance of strong client relationships. He recognizes executing a financial plan relies on that relationship with his clients.

Bill is a lifelong resident of St. Louis and its community. As a husband and father of 4, he understands the why of sound financial planning.

 
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Tony DeHart

Tony’s passion to best serve his clients led him to kalibr. The customizable approach to planning and service aligned with his desire to aide those he works with on a holistic level. Tony works with clients across the medical field.

Tony’s professional career started in hockey after he we was selected in the NHL draft. Following hockey, Tony began mortgage planning work with a unique client base of athletes, trainers, and physicians.

Leaving hockey allowed Tony to stay closer to home and build a family. Tony is proud to have an opportunity to show his young family what hard work while maintaining high ethical standards looks like. With the support of his fiancé, he is able to make himself available to fit the needs of those he is honored to call clients.

 
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John McCadden

John has worked in the Financial Services business since 1978 allowing him to see many different economic changes and market conditions. As a team member specializing in the Advance Planning arena, he understands that your financial well-being goes beyond just retirement or insurance.

John obtained his Business Administration degree from Lea College in Minnesota. He continued his education to obtain degrees for Chartered Financial Consultant and Chartered Life Underwriter from The American College of Financial Services.

John has been married to his wife Paula for over 40 years and they have 3 children, Kelly an attorney at the City of St. Louis Juvenile Courts, Beth a Psychologist at SIU Carbondale, and Patrick who plays Ice Hockey for the Atlanta Gladiators of the ECHL. John enjoys coaching Ice Hockey, training horses, and providing charitable service to American Red Cross, Special Olympics, Two Hands One Heart, 4H of Missouri, amongst others.