INTRODUCING THE

PEOPLE OF e3

John Moriarty, CPWA, ChFC
Founder & President, e3 ConsultantsGROUP

John's passion for personal service is reflected in e3’s integrated financial network of trusted advisors, who help clients find the right balance of products and strategies to coordinate every piece of their financial picture. He is an investment advisor representative in the State of Missouri and is a designated Chartered Financial Consultant (ChFC). He has passed several industry exams and has licenses for Series 6, 7, 22, 24, and 63. In addition, John is an Office of Supervisory Jurisdiction (OSJ) Manager, and a licensed broker for both health and life insurance in several states. John graduated summa cum laude from Saint Louis University with a BSBA in Finance. He is a member of several nationally recognized financial service organizations, including the Financial Planning Association (FPA), National Association of Insurance and Financial Advisors (NAIFA) and the Society of Financial Services Professionals.

Joseph Quartucci, ChFC
Managing Partner, e3 Wealth

Joe has been practicing comprehensive wealth planning since 2001. Many people played significant roles in Joe's life including teachers, church members, co-workers, family and friends. It was their influence that led Joe down the path of entrepreneurship and financial services. When Joe made the decision to work in wealth management, it was primarily to give him the opportunity to play a role of significance and contribution in the lives of others by helping them improve their relationship with money. He is an Investment Advisor Representative and currently holds Series 6, 7, 63 and 65 licenses and he has completed the Chartered Financial Consultant (ChFC) designation. Joe graduated and received his BSBA from Texas State University in 2002. Joe was born in Chicago, IL and raised in Bastrop, TX. He currently lives in Buda, TX with his wife, Katie, and his three children, Jacob, Layla, and Levi. 

Jennifer Windorff
COO, e3 ConsultantsGROUP

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 Bookkeeping operations. Jennifer has developed the systems and infrastructure model for all of e3’s entities. She is also responsible for hiring staff in all facets of the e3 business model.

Christopher Lawrence Stone
President, e3 Insurance

Chris is the President of e3 Insurance and Founder of The Blue Collar Broker. He has been in the insurance industry since 2013 with experience as both a captive agent and an independent broker. After seeing what works and what doesn't in the insurance markets as a producer, Chris partnered with John Moriarty to form e3 Insurance with the goal of revolutionizing the way insurance is provided. He brings a background of top sales results, high energy, and elite networking to his position at e3.

 

Chris also manages a full service business brokerage that assists people with buying and selling businesses from $250,000 to $20M. He is the co-host of the Soulopreneur Society Podcast, which will launch in early 2019. Chris currently resides in St. Louis, MO.  

Mark Edward Stone
COO, e3 Insurance

Mark has been an operations leader since 2004. He started his career in retail sales management, quickly rising into a multi-unit leadership role. His passion for efficient processes and why-driven messaging ultimately lead him to start a marketing firm with his brother Chris. He now manages that company as well as the day-to-day operations of e3 Insurance.

 

Mark is licensed in Property & Casualty Insurance in the State of Missouri. He graduated Summa Cum Laude from the University of Missouri-St. Louis with B.S. in Political Science. He currently resides in St. Louis, Mo with his wife Jessica and their two dogs, Bear and Tasha. 

Terry Taylor
Senior Partner, e3 Wealth

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 valuable experience and enjoyed his time at Enterprise, it was not facilitating his ultimate goal of becoming an entrepreneur and truly being able to make a profound difference in the lives of others. In 2003 Terry decided to leave Enterprise and join the financial services industry as an Independent Wealth & Investment Strategist. Making this move allowed him to achieve his goal of becoming an entrepreneur but, more importantly, allowed Terry the ability to better serve others and assist them in realizing their goals and dreams. Along with creating unique wealth strategies, Terry truly feels blessed that he is in the position that enables him to build lifelong, abundant relationships with his clients.

Jennifer Taylor
Senior Partner, e3 Wealth

As a Senior Partner with e3 Wealth, 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 family or an individual, so she is fortunate to combine her experience with people’s financial goals and provide potential solutions for their various needs. Jennifer graduated from Azusa Pacific University in Southern California where she spent 3 years as part of the Lady Cougar’s softball team. She holds Series 6, 63 and 7 licenses and began her career in the financial services industry. With a journalism background, Jennifer is excited to combine her broadcast background with her finance experience as the co-host of “Advance and Protect” airing on Sunday afternoons from 2:00 PM – 3:00 PM on Talk Radio 1370 AM KJCE. She currently resides in Buda, Texas with her husband, Ellis and their three children, sons Ellis Wyld and Chase and daughter Peyton. 

Mark Schreiber, CPA
Senior Partner, e3 Wealth

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 over $25 million in assets utilizing modern portfolio theory, which focuses on asset accumulation, protection, and distribution strategies. Estate, trust, and long-term care planning adds to his wealth management philosophy. 

 

*Protection is positioned as an investment goal. Investing in certain securities may help to hedge against certain risks, but does not imply any guarantee from loss.

Steve Perrmann
Senior Partner, e3 Wealth

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 Fortune 500, publicly held, and private manufacturing and energy corporations. Utilizing the same experience he applied to exceed his former employers’ goals and objectives, Steve applies his high attention-to-detail and “big-picture” visualization to engineer portfolios for his clients –portfolios designed to achieve his clients’ unique financial, risk management, tax-reduction and wealth-transfer goals and objectives. He is securities licensed (Series 7 and 66) and licensed for both health and life insurance. Steve is a graduate of Washington University in St. Louis and the University of Cincinnati. He currently resides in Kirkwood Missouri with his family.

Carla Meyer, CPA
Tax Manager, e3 Tax

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. She has extensive experience in preparing Corporation, Partnership, Sole proprietors’ tax returns and nonprofit organization returns as well. She also works with individuals in the areas of tax preparation and planning, trust and estate tax return preparation, and individual tax matters. As a Quick Books advisor she works with clients to train, setup, and maintain their QuickBooks files and help in all small business matters.

Jennifer Paulik
Head of Client Concierge, e3 Tax & e3 Wealth

Jennifer Paulik is an Operations Specialist for e3 Tax and e3 Wealth. She joined the e3 team in February 2006. She acts as a liaison between our team of tax professionals and wealth advisors and the various financial institutions e3 represents. She also serves as support for Client Relations and Compliance.
 

Nikki Valenti 
Consultant & Energy Coach 

With more than 14 years of experience, Nikki Valenti offers a solid foundation of transforming ideas into reality. Through her highly developed intuitive skills, Nikki is able to contribute to product development, invention design and strategy, divine blueprints and higher guidance. She assists companies, business professionals and individuals across the globe to develop higher guidance. The results? Her clients experience life mastery in their personal and professional lives. 

Nikki currently resides in St. Louis, Missouri, where she offers assistance to individuals, small businesses and corporations around the world.

CONTACT US

AND TAKE CONTROL OF YOUR FINANCIAL PICTURE.

10825 Watson Road, Suite 100

St. Louis, MO 63127

Phone: 314-822-4440
Fax: 314-822-4453

JOIN OUR MAILING LIST

All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy. Securities offered through Kalos Capital, Inc., Member FINRA/SIPC/MSRB and investment advisory services offered through Kalos Management, Inc., an SEC registered Investment Advisor, both located at 11525 Park Wood Circle, Alpharetta, GA 30005. Kalos Capital, Inc. and Kalos Management, Inc. do not provide tax or legal advice. e3 ConsultantsGROUP and e3 Wealth, LLC are not affiliates or subsidiaries of Kalos Capital, Inc. or Kalos Management, Inc. Services mentioned may be offered through third parties. 

  • LinkedIn - White Circle
  • Facebook - White Circle
  • YouTube - White Circle

© 2019 e3 ConsultantsGROUP, LLC. All Rights Reserved. 

FINRA series 6, 7, 22, 24, 26, 63, 65. Check the background of your financial professional on FINRA's BrokerCheck.