Meet The Team
Our team at e3 Wealth combines expertise, proactive strategies and a passion for challenging financial norms.
We’re here to educate, empower and enlighten you as we create personalized solutions that go beyond the status quo, ensuring every decision prioritizes your long-term peace of mind. Together, we redefine success.
Think Differently About ...
Founders
John E. Moriarty, CPWA®, ChFC® Co-Founder & Managing Partner
St. Louis, MO
Joe Quartucci, CPWA®, ChFC® Co-Founder & Managing Partner
Austin, TX
Executive Team
Tyler Mattingly President
Austin, TX
Bruce Wheadon Chief Compliance Officer
Austin, TX
Arpit Sharma, CFA Chief Investment Officer
Austin, TX
Mary Bates Vice President of Marketing
Austin, TX
Senior Partners
Jennifer Taylor Senior Partner
Austin, TX
Terry ‘Tito’ Taylor Senior Partner
Austin, TX
Mark Schreiber, CPA® Senior Partner
St. Louis, MO
Robbie Schilly Senior Partner
St. Louis, MO
Steve Perrmann Senior Partner
St. Louis, MO
Private Wealth Advisors
Conner Capps Private Wealth Advisor
St. Louis, MO
Bruce Wehner Cash Flow Strategist
St. Louis, MO
Jessica Knutson Private Wealth Advisor
St. Louis, MO
Joe Alexander Private Wealth Advisor
Dallas, TX
Chad Benoit Private Wealth Advisor
Bastrop, TX
Mark Caldwell, CFP® Private Wealth Advisor
Bastrop, TX
Kyle Robarge Private Wealth Advisor
Houston, TX
Larry Lyons, ChFC® Private Wealth Advisor
Atlanta, GA
Lacey Thompson-Krul Private Wealth Advisor
Stuart, FL
Associate Advisors
Matthew Linn Lead Associate Advisor
Austin, TX
Josh Huard Lead Case Design
Austin, TX
Ryan Vaughn Associate Advisor
Dallas, TX
Cole Pickett Associate Advisor
St. Louis, MO
Cody Surma Associate Advisor
St. Louis, MO
Ashley Kempenski Cash Flow Professional
Austin, TX
Clellan Hyatt Private Wealth Advisor
Austin, TX
Kyle Wilcutt Private Wealth Advisor
St. Louis, MO
Adam Caruso Associate Advisor
St. Louis, MO
Investment Team
Yano Vassallo Planning Team Associate
Austin, TX
Nirpesh Regmi Junior Portfolio Analyst
Dallas, TX
Operations Team
Brittany Leos Head of New Business
Austin, TX
Janel Schnurr Director of Operations
St. Louis, MO
Tracey Jones Director of Operations
Austin, TX
Diana Wilkerson Executive Assistant
Austin, TX
Kimberly Davila Operations Specialist
Austin, TX
Kimberly Graham Operations Specialist
St. Louis, MO
Kati Usher Operations Specialist
Austin, TX
Technology Team
Micah Medellin Software Specialist
Austin, TX
