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

John E. Moriarty, CPWA®, ChFC®

Founder & President

314.822.4440
jmoriarty@e3wealth.com

As an entrepreneur in the wealth management industry since 1995, 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 previously hosted a radio show for seven years and has appeared on various television programs and podcasts. He has also written four books, establishing himself as a subject matter expert on those topics.

 

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, Ellan, and their two children, Harrison and Catherine. In his free time, John is an avid golfer as well as a wine and bourbon enthusiast.

Joe Quartucci, CPWA®, ChFC®

Co-Founder & Managing Partner

512.268.9220
jquartucci@e3wealth.com

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®

Founder & President

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

Austin

Joe Quartucci, CPWA®, ChFC®

Co-Founder & Managing Partner

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

Nashville

Andrew Long

Private Wealth Advisor | CEO e3 Wealth Nashville

Dean Myers

Cash Flow Strategist

Savannah Rodriguez

Chief Operating Officer

Scottsdale

Bruce Wehner

Mark Schreiber

Bastrop

Mark Caldwell, CFP

Private Wealth Advisor

Chad Benoit

Private Wealth Advisor

Kim Johnson

Administrative Assistant

Atlanta

Larry Lyons, ChFC®

Private Wealth Advisor

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.