Broker Check
e3 wealth
e3 consultants group

Questions? Call Us Today!

(314) 822-4440 in St. Louis
or
(512) 268-9220 in Austin

e3 Wealth - St. Louis

John E. Moriarty, ChFC

John E. Moriarty, ChFC

Founder and President

(314) 822-4440
Send an Email

John is the founder and president of e3 ConsultantsGROUP, where he has focused on comprehensive wealth management strategies since 1995. His passion for personal service is reflected in e3’s integrated financial network of trusted...

Click to read more...
 
Jennifer Windorff

Jennifer Windorff

Chief Operating Officer 

(314) 822-4440
Send an Email

Jennifer Windorff is the Chief Operating Officer (COO) for e3 ConsultantsGROUP and e3 Tax. She joined the e3 team in September 2003 and brings over 17 years of experience in overseeing the Wealth Management, Tax, Accounting and...

Click to read more...
 

Mark brings 30 plus years of public accounting and tax experience. His emphasis is on investment management and tax planning for families and small businesses. He has been an Investment Advisor Representative since 1997. Mark manages...

Click to read more...
 

Jessica Knutson

Financial Advisor

(314) 822-4440
Send an Email

Jessica Knutson (née Lane) is the Director in St. Louis of Client Integration at e3 ConsultantsGROUP. She acts as a communication liaison between clients and other advisors in our firm as well as assisting in the implementation of strategies...

Click to read more...
 

Mike Distler

Financial Advisor

(314) 822-4440
Send an Email

Mike Distler brings a wealth of strategic, client-focused consulting experience to e3 ConsultantsGROUP. Over the last 20 years Mike has worked with a broad range of clients, coordinating resources across multiple disciplines (accounting, finance...

Click to read more...
 

Jeff Purkey

Financial Advisor

(314) 822-4440
Send an Email

Jeff Purkey focuses on meeting his clients’ needs and objectives while integrating e3’s “Advance and Protect” philosophy. Jeff earned a Bachelor of Science degree in Business...

Click to read more...
 
Financial Advisor

Steve Perrmann

Financial Advisor

(314) 822-4440
Send an Email

Steve brings more than 25 years of engineering-related experience to e3 ConsultantsGROUP. He has facilitated critical product, organizational, and process re-engineering initiatives that contributed to the bottom-line improvement of several...

Click to read more...
 

Robbie Schilly

Financial Advisor

(314) 432-9541
Send an Email

As a Financial Advisor at e3 ConsultantGROUP, Robbie’s passion for personal service is reflected in his conversations with clients that allow them to think through the purpose of their money and implement strategies that align with that purpose....

Click to read more...
 

Stephen Joseph

Associate

(314) 822-4440
Send an Email

Stephen and his 17 years of experience in customer service has helped him develop a vast knowledge of the service industry. Stephen helps individuals and business owners achieve a more independent future by working to understand their...

Click to read more...

 
Jake Stansfield

Jake Stansfield

Associate

(314) 822-4440
Send an Email

Jacob Stansfield is an Associate at e3 ConsultantsGROUP. He believes strongly in e3’s commitment to financial education and hopes he can continue to bring financial literacy to e3’s clients. He hopes to use e3’s integrated resource...

Click to read more...
 
Conner Capps

Conner Capps

Associate

(314) 822-4440
Send an Email

Conner began at e3 ConsultantsGROUP as an intern and eventually joined the company because he realized how he relates to the process, purpose and philosophy offered to everyone e3 serves. Conner has been part of the team since June,...

Click to read more...
 
Mohammad Rasheed

Mohammad Rasheed

Associate

(314) 822-4440
Send an Email

Mohammad is a 2016 graduate from Saint Louis University with a BSBA in Finance. Born and raised in St. Louis, Mohammad began at e3 ConsultantsGROUP as an intern where he trained under e3's purpose, process, and philosophy. e3's process...

Click to read more....
 
Linda Blue

Linda Blue

Cash Flow Strategist

(314) 822-4440
Send an Email

Linda Blue joined e3 ConsultantsGROUP with the intent to educate the public and help everyone learn how they can reduce risk and achieve tax diversification. As a cash flow strategist specializing in taxes, Linda follows a process and...

Click to read more...
 
Cash Flow Strategist

Bruce Wehner

Cash Flow Strategist

(314) 432-9541
Send an Email

The driving force behind the day-to-day business, Bruce brings the wisdom of small business ownership with the added talent of being an experienced educator. Bruce owned and operated an automotive service business for years. Since then...

Click to read more...
 

Mark Benson

Cash Flow Strategist

(314) 432-9541
Send an Email

Mark began his career as an educator and then built a business providing an integrated financial network of resources for other educators. As CEO of his own financial services company for nearly 25 years, his credentials back his...

Click to read more...
 

Jennifer Paulik

Operations Specialist

(314) 822-4440
Send an Email

Jennifer Paulik is the Operations Specialist for e3 ConsultantsGROUP. She joined the e3 team in February 2006. She acts as a liaison between our team of advisors and the various financial institutions e3 represents. She also serves as...

Click to read more...
 
Client Relations/Compliance

Janel Schnurr

Client Relations/Compliance

(314) 432-9541
Send an Email

Janel Schnurr joined e3 ConsultantsGROUP in September 2007 after working for over six years at Edward Jones in both their Home Office and as a Branch Office Administrator. Janel handles both the Client Concierge Department and branch compliance...

Click to read more...

 
OSC Life Ins

Lori Biehle

OSC Life Ins

(314) 432-9541
Send an Email

Coming soon....

Click to read more...
 
Aaron Biehle

Aaron Biehle

OSC Life Ins

(314) 432-9541
Send an Email

Aaron Biehle joined e3 ConsultantsGROUP in 2009 and currently plays a key role on the Client Concierge team. Aaron handles life insurance applications for clients. He works closely with E3’s Service Center located in Festus to make...

Click to read more...
 
Davonna Lucus

Davonna Lucus

OSC Life Ins

(314) 432-9541
Send an Email

Davonna Lucas joined Ameritime in 2014 as office manager of the Crystal City Service Center. Davonna was previously employed as an office/accounting manager in the construction industry.Davonna was born and raised in Festus, Missouri...

Click to read more...
 
OSC Life Ins

Amy Schilly

OSC Life Ins

(314) 432-9541
Send an Email

Amy Schilly, client relations, joined e3 Wealth in 2009, where she works with the e3 team and valued clients on life insurance analysis.Amy is a graduate of Missouri State University, where she majored in Mathematics with a minor in...