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e3 wealth
e3 consultants group

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1-314-822-4440 in St. Louis
or
1-512-268-9220 in Austin
or
1-480-991-4616 in Scottsdale

Team

 
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...

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Amy Schilly

Client Relations

(314) 432-9541

(636) 931-4442

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...

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Robert J. Lallinger is a qualified Certified Public Accountant with over 25 years of experience. During that time he has assisted numerous individuals and businesses with their tax preparation needs. Mr. Lallinger’s ongoing...

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Bob Perotti is a Certified Public Accountant (CPA) and Certified Fraud Examiner (CFE) with more than 20 years’ experience guiding business owners on tax issues and best accounting practices for business startup through succession...

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Brandi Cotten

Private Wealth Advisor

(512) 268-9220

(512) 268-9210

As Business Development Coordinator for e3 Texas, Brandi is able to live her passion for The Advance and Protect Philosophy. Brandi's education background enables her to effectively introduce others to the importance of protecting...

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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...

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Carla Meyer graduated from University of St. Louis Missouri in 1982 with a BSBA with major of Accounting. She became a C.P.A. in 1984 and has worked in the public accounting industry serving small business and individuals ever since....

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Carol Etterling brings over 25 years of tax and accounting experience to both individuals and small businesses. After graduating from Park University in Kansas City, she started working for a small CPA firm in St. Louis. Carol provides...

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Christine has been a bookkeeper and tax preparer for more than 15 years. Prior to returning to St. Louis in 2009, Christine resided in Florida where she worked as a bookkeeper and tax preparer for a Wealth Management firm before owning...

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Christopher Stone

Business Insurance Resource

314-922-4409

314-822-4453

Christopher Lawrence Stone is the Owner of The Blue Collar Broker. Chris joined the e3 network in 2017 and brings with him a vast experience in business and consulting. He assists e3 advisors in two main areas. First, identifying...

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Clellan believes that the whole purpose of financial planning should be to create favorable conditions for the utmost amount of happiness in life possible. His diverse background helps him understand and communicate with individuals...

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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,...

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Crystal has been a part of the e3 Tax organization since 2003. She currently lives in Schuyler County with her husband, Travis, and three children.Crystal graduated in 2002 from Truman State University with a BS in accounting. She...

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David Shoko

Staff Accountant/Bookkeeper

David Shoko joined e3 ConsultantsGROUP in February 2016. David graduated from Truman State University with a BS in Accounting and BA in Business Administration in 2016 and is currently studying to obtain his CPA license. At e3 Tax,...

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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...

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Deanna Ellsworth Trevino is a Certified Public Accountant with over 27 years of experience in public accounting and financial services. Deanna joined e3 Tax in March of 2017 shortly after moving to the Green Castle area from Texas with...

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Diana Wilkerson

Director of Operations

(512) 268-9220

(512) 268-9210

Diana Wilkerson is our Director of Operations in the e3 Wealth Texas office. Diana joined e3 Wealth in 2014 and works directly with the e3 Wealth Advisors and clients acting as a liaison with our various vendors.

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Diane Wink

Staff Accountant/Bookkeeper

Diane grew up in Overland Park, KS, and attended the University of Kansas. She relocated to Chicago and lived there for 30 years. She has 25 years’ experience in small and mid-size companies in various staff accounting and...

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Don is principal of Fine Future Financial (FFF) and an independent Fiduciary Advisor affiliated with E3 Wealth. He has been helping clients protect their assets and income for over 20 years. FFF is an independent organization which...

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Douglas R. Glenn, CFS

Client Concierge Specialist

(314) 822-4440

(314) 822-4453

Douglas has 20 years experience in the securities and insurance industries. During that time, he has served in both Investment Representative and Advisor Assistant capacities. e3’s Advance & Protect philosophy goes beyond...

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Galina Radomyselsky has been an accountant and tax preparer for e3 Consultants Group since 2012. She brings over 7 plus years of tax and accounting experience. Galina strives to provide superior service to the clients of e3. She is...

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Prior to joining e3 Wealth, Gary pursued a desire to help “main street” investors make sense of the overwhelming array of available investment opportunities that can be intimidating to fully grasp. In addition to working...

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Jacque handles the majority of our paperwork processing and Client Relations for our Group. Jacque will be the friendly face that will greet you when you come to our office! Jacque is also our resident Arizona Notary Public that can...

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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...

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Janel Schnurr joined e3 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...

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Janet Ousley

Staff Acct/Bookkeeper

(314) 822-4440

(314) 822-4453

Janet Ousley joined e3 ConsultantsGROUP in 2016 as she recently relocated to the area and resides in Arnold. Janet has 13 years experience in bookkeeping, income tax preparation and payroll processing. She has an enthusiasm to learn...

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Jeff Purkey

Private Wealth Advisor

314-822-4440

314-822-4453

Jeff Purkey focuses on developing comprehensive financial plans that are tailored to meet his clients’ needs and objectives while integrating e3’s “Advance and Protect” philosophy. Jeff earned a Bachelor of...

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As Director of Wealth Strategies for e3 ConsultantsGROUP in Texas, Jennifer Taylor combines two passions working with finances and working with people. Too often Jennifer has seen how a lack of financial education can devastate a...

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Jennifer Windorff

Chief Operating Officer

(314) 822-4440

(314) 822-4453

Jennifer Windorff is the Chief Operating Officer (COO) for e3 Consultants Group 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...

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Jennifer Paulik

Operations Specialist

(314) 822-4440

(314) 822-4453

Jennifer Paulik is the Operations Specialist for e3 Consultants Group. 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...

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Jessica Knutson

Private Wealth Advisor

(314) 822-4440

(314) 822-4453

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

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Joe is a senior partner and co-owner of e3 ConsultantsGROUP and the co-founder of AdvanceandProtect.com. Joe has been practicing comprehensive wealth planning since 2001. Joe was raised in Bastrop, Texas by his mother and comes from...

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John is the founder and president of e3 Consultants Group, 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...

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Jonathan joined e3 Tax in 2016 as a staff accountant/bookkeeper. He brings over 15 years of accounting experience to the team. Jonathan was born and raised in St. Louis. Throughout his high-school and college career he played...

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Josh Huard

Case Design Specialist

(512) 268-9220

(512) 268-9210

Josh has always had a strong passion for helping others in any way possible. When choosing a career Josh felt that his passion combined with e3's powerful Process and Philosophy were a perfect union. Josh believes that it has never...

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Katy moved to Kirksville in 2015 with her husband, Alex, and joined e3 Tax in the fall. New to Kirksville, Katy is a member of the Kirksville Young Professionals and the Student Advocate Association for ATSU. She feels it is important...

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Keith Stinebaker is part of the integrated resource network at e3 ConsultantsGROUP as the Special Projects Coordinator for e3 Tax. He is the President of Stinebaker Accounting, Tax & Financial Services as well as L&S Capital...

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Keith Vollmar, CPA has over 15 years of experience working with business owners on their tax and consulting needs. Keith joined our practice after merging his practice with e3 in 2017. His experience and knowledge has helped business...

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Kenny Hack

Private Wealth Advisor

Kenny Hack is a Dean’s List Graduate of Central Michigan University where he received a Bachelor of Science in Business Administration with an emphasis in Entrepreneurship. He started in the mortgage industry over fourteen years...

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Kerry McGraw has over 15 years of administrative assistant experience. Kerry joined e3 Tax in 2016 and enjoys assisting others to provide excellent customer service. She is eager to learn all aspects of e3 tax in support of her...

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Kurt is a Staff Accountant for e3 Consultants Group. He is a QuickBooks Pro Advisor and Tax Software Specialist. He is also responsible for client compilations utilizing QuickBooks and accounting software. Kurt’s experience...

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Kyle Robarge

Private Wealth Advisor

(512) 268-9220

(512) 268-9210

Kyle comes to e3 Wealth with a long and successful background in business management, most recently spending 9 years as COO for a rapidly growing, family-owned eCommerce company. In that role he managed the day-to-day operations of a...

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LeeAnn McGuire, EA

Staff Accountant/Bookkeeper

(660) 627-0900

(660) 627-1922

LeeAnn joined the e3 ConsultantsGROUP in 2016. She currently resides in Ethel, MO with her husband, Kenny. LeeAnn graduated with her Associates Degree in Accounting and obtained her Enrolled Agent (EA) Certification this winter. LeeAnn...

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Linda Blue, EA

Cash Flow Strategist

Linda Blue joined e3 Consultants Group 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...

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Lisa Dockler

Tax & Accounting Supervisor

Lisa Dockler has a Bachelor’s degree in Accounting from Maryville University and an MBA with an emphasis in Accounting. Lisa has always enjoyed puzzles and interacting with people in her personal life, and after becoming an...

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Marcia opened her own CPA office in 1991. A native of Adair County, she now resides on a part of the family farm in the Novinger area. She is licensed in Missouri as a CPA.Marcia graduated from Truman State University in 1981. After...

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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...

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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 allow him to...

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Marty Molinet

Administrative Assistant

636-821-2530

636-821-2540

Marty joined e3 ConsultantsGROUP in January 2015, as the part-time Administrative Assistant to the Wildwood Office. After retiring from a successful 40 year career in the banking industry, Marty wanted to continue doing what she has...

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Merri Eklund

Staff Accountant/Bookkeeper

Merri Eklund joined e3 Tax Service as a staff accountant in 2017. Prior to joining e3 Tax, she worked as a tax assistant for Vollmar & Associates, LLC. Merri graduated from Southern Illinois University – Carbondale with a BA in...

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

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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...

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Nicole Obermark is an Accountant for e3 ConsultantsGROUP. She brings 10 years of Accounting and Tax experience to the team. Nicole specializes in business, individual, and trust tax returns. She enjoys helping clients with all their...

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As a Financial Advisor at e3, 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....

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Robert has over 13 years of experience in the financial services industry. He earned his bachelor's degree in finance with an international business certificate from Arizona State University. Robert is passionate ...

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Robin joined e3 Tax as a staff accountant in 2015. She currently lives with her husband and 5 month old son in Kirksville, Missouri. Robin graduated in 2009 from Truman State University with a BS in Accounting. Prior to joining e3 Tax...

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Stephen Joseph currently focuses on helping clients put together comprehensive financial plans that are tailored to meet their needs and objectives while integrating e3’s “Advance and Protect” philosophy. Stephen and...

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

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Steve is a wealth management advisor with e3 Wealth, where his central focus is protecting the “purpose” of one’s money. His outgoing personality, and passion for creating not just a client, but a strong relationship...

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Terry graduated from Southwest Texas State University with a BBA in Business Management in 2002. After college, he accepted a position with Enterprise Rent-A-Car in their intensive management training program. While Terry gained...

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A native of Jefferson City, Missiouri, Tina now lives in the rural Adair county. She is licensed as a CPA in Missouri.Before e3 TaxTina graduated from Truman State University (formerly Northeast Missouri State University) in 1984. She...

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Tom heads a team of financial professionals who combine their varied skills and years of experience to provide the comprehensive, personalized services to retirees and pre-retirees wishing to pursue their retirement dreams. “We...

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Toni joined e3 Tax as the office manager for the Kirksville location in December 2012. She currently lives north of Kirksville with her husband and four children. Toni graduated in 1996 from MACC with an Associate’s Degree in...

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Vicki Echele

Staff Accountant/Bookkeeper

Vicki Echele joined e3 Tax – Wildwood as a Staff Accountant in 2017. After graduating from Purdue University in 1983 with a BS in Accounting, she worked for McDonnell Douglas for 10 years in financial departments preparing...

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