Meet the professionals who can help you Pursue Your Goals

Meet The Team

The team behind e3 Wealth is made up of fiduciary financial professionals who are passionate about helping individuals and families Advance and Protect their personal economies

Our Core Values


Always choose Joy and celebrate success.

Think Differently

Think Differently - understand that the box is bigger than the status quo would have people believe.


Make all decisions with the Win-Win-Win mindset.

Do What’s Right, Not What’s Easy

Do What’s Right, Not What’s Easy - Leverage Character, Competency, and Courage. Trust is the result.

Ownership and Accountability

Ownership and Accountability - Take responsibility for our actions.

World Class Communication

World Class Communication - Practice honesty and transparency; bring a sense of urgency to all matters.

Joe Quartucci, CPWA®, ChFC®



Joe uses his experience in the financial industry and love of problem solving to help his clients realize their retirement dreams.

Many people played significant roles in Joe’s life, including teachers, church members, co-workers, family and friends. It was this influence that led Joe down the path of entrepreneurship and financial services. When Joe made the decision to work in wealth management, it was to give him the opportunity to contribute to the lives of others by helping them improve their relationship with money.

Joe has passed the Series 6, 7, 63 and 65 securities exams and holds the Chartered Financial Consultant (ChFC®) designation. Joe received his bachelor’s degree from Texas State University in 2002. Joe’s desire to help people and businesses reduce risk in their personal finances led him to begin hosting a weekly radio show called “Advance and Protect.” This show aired from January 2013 to December 2015.

Joe was born in Chicago and raised in Bastrop, Texas. He currently lives in Buda, Texas, with his wife, Katie, and his three children, Jacob, Layla and Levi. Joe loves spending his free time with his family and is a huge Chicago sports fan.

St. Louis

John E. Moriarty, CPWA®, ChFC®


Jennifer Windorff

Chief Operating Officer

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

Jennifer Staley

Operations Specialist

Janel Schnurr

Client Relations/Compliance


Joe Quartucci, CPWA®, ChFC®


Terry Taylor

Senior Partner 

Jennifer Taylor

Senior Partner

Diana Wilkerson

Director of Operations

Steve Holland

Division President | Retirement Select

Josh Huard

Private Wealth Advisor

Clellan Hyatt

Private Wealth Advisor

Kyle Robarge

Private Wealth Advisor

Andrea Amaya

Wealth & Tax Client Concierge

Brittany Leos

Operations Specialist

Rebecca Bradley

Client Relations Specialist


Andrew Long

Private Wealth Advisor

Dean Myers

Cash Flow Strategist

Savannah Rodriguez

Chief Operating Officer


Bruce Wehner

Mark Schreiber

Ready to take control ofyour financial picture?

For more information about any of our products and services, schedule a meeting today.

Or give us a call at 800.314.5244.