Meet the professionals who can help you 

Pursue Success Differently

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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 ...

Retirement

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John E. Moriarty, CPWA®, ChFC®

Co-Founder & Managing Partner

314.822.4440
jmoriarty@e3wealth.com

As an entrepreneur in the wealth management industry since 1999, John has a passion for bringing a family office model to entrepreneurial-minded clients who want to challenge the status quo. John founded e3 ConsultantsGROUP in 2003 to provide an integrated resource network of financial professionals so that e3’s clients could take control of their financial picture.

Continuing to build a solid infrastructure is paramount to e3’s long-term success. In 2012, John started e3 Tax and has built out a team of more than 30 tax professionals serving a wide array of clients. Two years later, John joined forces with Joe Quartucci to create e3 Wealth as a stand-alone entity. Since then, e3 Wealth has grown to 30 advisors and operations team members. The e3 family of brands also includes e3 Insurance, e3 Real Estate and e3 Sports, allowing advisors to market e3 as a unique service model.

Education is at the core of e3’s daily business, and they focus on teaching individuals, families, business owners and entrepreneurs about ways to protect their money.

John is an Investment Adviser Representative in the state of Missouri and has passed the Series 7, 22, 24, 63 and 65 securities exams. He is a licensed broker for life and health insurance in several states and was an Office of Supervisory Jurisdiction (OSJ) manager.

John graduated summa cum laude from Saint Louis University, earning his Bachelor of Science in business administration and earning the title of top finance student while playing college baseball. He is a member of the Entrepreneurs Organization, a worldwide entity designed to serve entrepreneurs in all industries.

Born and raised in St. Louis, John currently resides in Webster Groves, Missouri, with his wife, Ellen, and their two children, Harrison and Catherine. In his free time, John is an avid golfer as well as a wine and bourbon enthusiast.

E3 Wealth_Joe Quartucici_Joe Quartucci - Austin_COB

Joe Quartucci, CPWA®, ChFC®

Co-Founder & Managing Partner

512.268.9220
jquartucci@e3wealth.com

Joseph Quartucci, CPWA®, ChFC®, is the CEO Emeritus of Transce3nd, LLC and Co-Founder of e3 Wealth, a firm dedicated to redefining wealth management by integrating tax, legal, investment and legacy planning into one coordinated, high-impact strategy.

Over the course of his 25-year professional career, Joseph has founded and held ownership in nine businesses across multiple industries. For more than two decades, he has worked side-by-side with business owners and high-net-worth families to navigate complex transitions, optimize business exits, and build generational wealth with clarity and intention.

A respected voice in the financial industry, Joseph has spoken on national stages, appeared on KVUE and KXAN in Austin, and hosted a long-running radio show that reached audiences throughout Texas and St. Louis. He has been recognized as a Five Star Wealth Advisor in Texas Monthly and is known for his no-fluff, client-first approach to strategy and leadership.

Outside of finance, Joseph is a committed philanthropist who invests heavily in nonprofit organizations making real impact. He serves on the board of Help One Now, a global nonprofit focused on family reunification, widow support and orphan care. He views “radical generosity” as a cornerstone of both his financial philosophy and personal journey.

A proud graduate of Texas State University, Joseph is passionate about mentoring the next generation. He actively creates internship opportunities for students to gain experience in the financial industry while supporting the university that shaped him.

Joseph lives in Texas with his wife of 22 years — his greatest partner in life and business — and their three children. As a family, the Quartuccis love to explore the world together, creating lasting memories through shared adventures, music and great food.

St. Louis

John E. Moriarty, CPWA®, ChFC®

Co-Founder & Managing Partner

Mark Schreiber, CPA®

Senior Partner

Steve Perrmann

Senior Partner

Robbie Schilly

Private Wealth Advisor

Jessica Knutson

Private Wealth Advisor

Conner Capps

Private Wealth Advisor

Kyle Wilcutt

Private Wealth Advisor

Bruce Wehner

Cash Flow Strategist

Stephen Joseph

Cash Flow Strategist/Operations Specialist

Janel Schnurr

Director of Operations

Adam Caruso

Associate Advisor

Cole Pickett

Associate Advisor

Cody Surma

Service Advisor

Austin

Joe Quartucci, CPWA®, ChFC®

Co-Founder & Managing Partner

Terry Taylor

Senior Partner 

Jennifer Taylor

Senior Partner

Jasmine Yu

Chief Operating Officer

Josh Huard

Private Wealth Advisor

Clellan Hyatt

Private Wealth Advisor

Kyle Robarge

Private Wealth Advisor

Matthew Linn

Private Wealth Advisor

Andrea Amaya

Tax Manager

Tracey Jones

Director of Operations

Brittany Leos

Head of New Business

Bruce Wheadon

Chief Compliance Officer

Mary Bates

Vice President of Marketing

Tyler Mattingly

President

Breeanna Mendiola

Front Desk Coordinator

Sebastiano Vassallo

Planning Team Associate

Kimberly Davila

Operations Specialist

Bastrop

Kim Johnson

Operations Specialist

Chad Benoit

Private Wealth Advisor

Mark Caldwell, CFP®

Private Wealth Advisor

Atlanta

Larry Lyons, ChFC®

Private Wealth Advisor