A Little Bit About Us, But Mostly About You.

                                                       

Background and Experience

Elizabeth has been in the financial services industry since 1991. Her 30 years as a Financial Advisor were preceded by 2 years as an Associated Operations Processor and Registered Client Associate. Elizabeth shares her knowledge and enthusiasm for life with clients and teammates. Elizabeth’s goal is to function as her client’s CFO. She seeks to retain the confidence and trust of her clients through a commitment to integrity, professionalism, and excellence. Her mission is to always place each client’s financial well-being before her own.

Away from the Office

Elizabeth is extremely active within the community. She is lead trustee for the Berges Family Foundation, a trustee for the Saint Louis Symphony Orchestra and sits on the boards of Barnes-Jewish Hospital, the Great Rivers Greenway Foundation, and Saint Louis Ovarian Cancer Awareness. Elizabeth’s dedication to her community is unparalleled; she is a doer, donor, and door-opener for nearly 100 area non-profits.

Elizabeth is married to husband Jim. Together they have a daughter Katherine, and sons, Kevin, and Kristopher. Elizabeth and Jim also have three delightful granddaughters, Adeline, Josephine, and Sophie. Elizabeth and Jim enjoy their family, horses, and fly-fishing.

                                                       

Background and Experience

Clyde has been in the financial services industry since 1980. His 42 years as a Financial Advisor were in tandem with managing the St. Louis West branch of Wells Fargo Advisors. Clyde’s knowledge and expertise are an asset evident at every meeting. Clyde’s extended tenure in the industry gives him the perspective to both mentor younger Financial Advisors in the business, as well as, help clients through the myriad of life’s ups and downs.

Away from the Office

Clyde is a consummate outdoorsman. Whether on his boat or in a duck blind, Clyde is happiest when he is sharing the outdoors with others. Clyde has been married to his wife Jane for 43 years. Together they have three children: Geoff, Scott, and Alex. Clyde loves the outdoors and spending time with his two grandchildren, Rory, and Winnie.

                                                       

Background and Experience

Malory has been in the financial services industry since 2012. Her 11 years in the industry have taught her the benefits of managing both sides of the balance sheet as she helps clients reach their financial goals. Additionally, Malory is known for her strong work ethic, attention to detail and follow through, all done with a client focused attitude. From guiding clients through life transitions to helping empower them to live the life of their dreams, Malory believes every client deserves options and opportunities unique to their lives, goals, emotion to money, and individual circumstances.

Away from the Office

Malory is a St. Louis native, and she is proud to still call it home with her husband Christopher and their two children. Malory’s commitment to service extends to her personal life as well. She is on the board of the Megan Ann Mahon Memorial Foundation, which helps families in need in honor of her sister who passed away when they were young. She is also actively involved with The Berges Family Foundation. Malory shares a love of food with her chef husband, and together they eagerly explore the local food scene. Malory and Christopher also enjoy going on family adventures and celebrating all their city has to offer.

                                                       

Background and Experience

Jarid has been in the financial services industry since 2000. In addition to his 23 years in the industry Jarid has earned the distinguished CERTIFIED FINANCIAL PLANNER™ certificate. Jarid’s strength is understanding the many technical aspects of investment planning and applying that expertise in an effort to help clients reach financial success.

Away from the Office

Jarid enjoys spending time with his wife, Sarah, and their four children Juliana, William, Mary Elizabeth, and Winston. Jarid also enjoys volunteering for a local charity focused on helping underprivileged children in the St. Louis area. When not watching his own children's sporting events, he enjoys watching the hometown Cardinals.

                                                       

Background and Experience

Courtney Kalist joined Mannen Financial Group of Wells Fargo Advisors in April of 2023 as a Senior Registered Client Associate. Before joining the team Courtney worked as a Senior Financial Relationship Advisor with the Digital and Automated investing team at the Wells Fargo Advisors home office. She was most recently part of a specialized team working with high-net-worth self-directed WellsTrade clients.

Through her early experiences, Courtney gained an understanding of the importance of building meaningful client relationships and an appreciation for challenging work. Courtney earned her B.S.B.A in Finance from University of Central Missouri.

Away from the Office

Courtney enjoys spending her free time with her husband Tyler, friends, family, and dog Luna. She loves to travel and explore new places. Courtney and Tyler can be found trying a new local restaurant, attending a concert with friends, or cheering on the St. Louis Blues.

                                                       

Background and Experience

Steve joined Mannen Financial Group of Wells Fargo Advisors in 2021. Through his 17 years of experience in the financial services industry, he has developed a diverse set of abilities to aid clients. His responsibilities include resolving client inquiries and account administration.

Away from the Office

Steve enjoys running and traveling with his wife of 47 years, Anna. Together they have 2 grown sons, Josh and Caleb. Steve and Anna also enjoy spending time with their 5 grandchildren.