The Mannen Group

Your Team

Elizabeth Mannen, Senior Vice President and Investment Officer

Elizabeth Mannen

Managing Director - Investments

Focus

“I believe that choosing the right advisory team, working together to create an investment plan, and adhering to the plan with thoughtful behavior and constant review are the essential elements that determine long term financial success.”

When I help my clients do what they can’t do on their own, I create value. It starts with a conversation and that conversation is on-going throughout your relationship with The Mannen Financial Group of Wells Fargo Advisors. I believe that the best money management starts by controlling your emotional relationship with money. Helping my clients understand how today’s actions may impact tomorrow’s outcomes is key to our decision making process. Often that includes encouragement to “never trade what you want the most, for what you want at the moment.” Helping you in developing and continuing to monitor your financial lives are the hallmarks of our practice.

Something noteworthy about your practice

Elizabeth’s practice is truly that of an advisory practice. Her depth of life experiences allows her to enrich the lives of her clients on a number of levels. She is often the first call they make for any help with final decisions. Elizabeth considers her practice a noble calling. She is a featured speaker to dozens of client, women’s and cancer groups each year.

Background and Experience

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.  With over 26 years of experience in the financial services industry, and backed by the vast resources of Wells Fargo Advisors, Elizabeth is fully invested in her clients.  She will always place each client’s financial well-being before her own.

Away from the office

Elizabeth is extremely active within the community. She is  a trustee for the Saint Louis Symphony Orchestra, and sits on the boards of COCA St. Louis, Marian Middle School, Saint Louis Ovarian Cancer Awareness, and Sing for Siteman. Within Wells Fargo Advisors she spends many hours dedicated to non-profit activities as well as to the education and mentoring of new financial advisors.   Elizabeth is a sought after speaker within the industry and firm, speaking to new graduating classes of financial advisors, women’s groups and civic groups about her accomplishments, unique life challenges and philanthropy.  She is the proud mother of 32 year old boy-girl twins.  She enjoys travel, fly-fishing, yoga, and most anything active and outdoors.

Malory Caltagirone, Registered Client Associate

Malory Caltagirone

Financial Consultant

Focus

Malory L. Caltagirone joined 
Financial Advisor, Elizabeth Mannen’s team in September, 2014 as a Registered Client Associate then promoted to Financial Consultant in November of 2017. Malory assists Elizabeth with guiding clients to the appropriate investment solutions and services clients’ accounts. She uses her exceptional communication skills to assist the Mannen Financial Group clients with their administrate needs including problem solving, strategy implementation and professional coordination. She also utilizes her skills in the application of new technologies to help clients interact, engage and organize their financial lives in new ways.

Background and Experience

Malory came from Wells Fargo Advisors home office. Previously she worked in WellsTrade as a Trading Service Representative for self-directed brokerage accounts. Most recently she worked on the Product Marketing Desk where she provided advisory and product support to Financial Advisors. Through her early experiences, Malory has gained an understanding of the importance of building meaningful client relationships and attention to detail.

Away from the office

Malory enjoys spending time outdoors with her husband Christopher and dogs, Zoey and Zelda. Malory can be found at concerts and local festivals enjoying live music and various arts. She enjoys trying new food at a local restaurants or meals made at home by Chef Christopher.

Jarid C. King, Financial Advisor

Jarid C. King

Financial Advisor

Focus

Jarid is a Financial Advisor with more than 15 years of industry experience. His main role with the Mannen Financial Group is to help guide clients towards the appropriate investment solutions. This includes problem solving, strategy implementation, and professional coordination. Jarid’s unique combination of relationship-building and financial acumen makes him a valuable asset in every client conversation. Understanding the need of the client and how that translates into a financial road map is part art and part science, and Jarid is adept at both.

Background and Experience

Jarid's career has encompassed positions within a diverse financial industry background. From corporate bond trader to trust officer to investment manager, Jarid has a broad knowledge of investment planning, life insurance and alternative investments. Using his vast experience in a myriad of product areas, Jarid brings with him the keen ability to scrutinize client portfolios, analyze investment options, and bring cohesion to large client issues by breaking them down into manageable steps. In conjunction with his clients’ tax, legal, and estate professionals, Jarid is collaborative and thoughtful in his approach, and values how our clients’ lives are empowered through the planning process. Jarid received his Bachelor of Science degree in Business from Central Methodist University in Fayette, Missouri.

Away from the office

Jarid enjoys spending time with his wife, Sarah, and their three children Juliana, William and Mary Elizabeth. 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.

Kristen Ledbetter, Senior Registered Client Associate

Kristen Ledbetter

Senior Registered Client Associate

Focus

With 15 years in financial services, Kristen Ledbetter serves as a Senior Registered Client Associate in the Mannen Financial Group. Kristen embodies the phrase “a smile from ear to ear” which you will witness for yourself or often hear over the phone. One of the first points of client contact, you will appreciate her knowledge and enthusiasm as she seamlessly handles all of your administrative and operational needs. She performs various administrative functions including monitoring retirement accounts for required minimum distributions, reviewing beneficiary designations and ensuring that our records are current and meet all regulatory and fiduciary standards. Our “Director of First Impressions,” Kristen serves as the hub for your operational needs.

Background and Experience

Kristen graduated from Marquette University in Milwaukee, WI with a Bachelor of Science in Marketing & Business Economics. Before joining Wells Fargo, Kristen previously worked in the capacity of financial services through retail banking, real estate, life insurance and brokerage operations. With her extensive background with other firms, Kristen has knowledge to assist clients in all areas as well as be an ally for clients when dealing with account transfers, annuities and life insurance. Fully registered, Kristen will not only service your accounts, but is able to assist in trading as needed.

Away from the office

In her spare time, Kristen loves hanging out at Sioux Passage Park, Six Flags & the St. Louis Zoo with her wonderful kids, Alyssa & Joseph. She is an avid reader of thriller and dystopian novels and is often caught reading during her kids’ sporting events. She loves listening to all genres of music and plays the flute on occasion to entertain friends and family.

Elena Ji, Registered Client Associate

Elena Ji

Registered Client Associate

Focus

With 6 years in financial services, Elena Ji is a Registered Client Associate with the Mannen Financial Group. Elena assists with operational tasks along with data collection and analysis projects for the team. Her dedication to complex problem solving makes her a valuable asset to our clients. Her duties include precise client reporting in support of the team’s core values. She is solution oriented which is a key component in the Mannen Financial Group mission. Elena takes care of the team and client’s needs quickly and is also able to take care of any operational need you may have; quick with a smile, you will find Elena a pleasure with which to work.

Background and Experience

Elena was born and raised in China. Before coming to the US, Elena obtained a Bachelor’s in Accounting from Hubei University and a Masters in Accounting from Huazhong University. Elena also worked for 4 years for the China Merchants Bank where she managed over $20 million in assets. Acknowledged for her exceptional communications skills, relationships with clients, and investment plan knowledge, Elena received several recognition awards from the bank. Since coming to the US, Elena has earned an MBA from the University of Missouri, St. Louis, and is currently working on a Masters in Communications Leadership at Maryville University. Elena is fluent in both Mandarin and English. She brings her passion, experience, and professionalism to support the Mannen Financial Group clients and team.

Away from the office

Elena likes to travel with her husband whenever they get a chance. She also, enjoys getting to know the local food scene and discovering more of the local scenery. Vistas and travel fill Elena with both knowledge and energy. Elena and her husband welcomed a baby boy in 2016 and are both deeply committed to his well-being and are excited to bring their baby up with the best of both cultures.

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