E3 Consultantsgroup
e3 ConsultantsGROUP is a comprehensive wealth management, tax and accounting firm. Our purpose is to proactively challenge the status quo as to how Americans are educated about finance and money related decisions. Our desire is to bring a “family office” model to the mass affluent because until recently, these resources have only been available to the ultra-wealthy. We help our clients take control of their financial picture through our Advance & Protect philosophy. e3's unique Integrated Resource Network is a team of trusted partners including financial planners/cash flow strategists, tax professionals, estate attorneys, insurance professionals, investment advisors, mortgage/debt management specialists and social security/medicare resources, who come to the table when our clients need them. Our goal at e3 ConsultantsGROUP is to educate our clients so they can begin to think differently to achieve financial balance in their lives.
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Verified contacts
19
available on Kipplo
LinkedIn employees
23
51 to 200 range
Open roles
—
no listings
Distinct roles
17
indexed titles
Tech stack
1
tools in use
Monthly traffic
195
organic / mo
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Decision-makers and verified team members
19 contacts with verified email or phone · masked until revealed.
- JS
Janel Schnurr
Director of Operations · Operations
EmailPhone - CC
Conner Capps
Private Wealth Advisor · Finance & Accounting
EmailPhone - SJ
Stephen Joseph
Financial Representative · Sales & Business Development
EmailPhone - JA
Jessica Aubuchon
Client Service Coordinator Executive Assistant · Other
EmailPhone - MS
Mark Schreiber
Senior Partner · Finance & Accounting
EmailPhone - SP
Steven Perrmann
Senior Partner · Finance & Accounting
EmailPhone - SH
Stephanie Hessling
Director of First Impressions · Operations
EmailPhone - BD
Bodie Dawson
Cash Flow Strategist · Finance & Accounting
EmailPhone - NO
Nicole Obermark
Tax Supervisor · Finance & Accounting
EmailPhone
Showing 9 of 19 verified contacts
Top roles at E3 Consultantsgroup
17 distinct titles indexed · top 10 shown.
- 2registered sales assistant
- 2senior partner
- 1accountant, tax preparer
- 1administrative assistant
- 1cash flow strategist
- 1chief operating officer
- 1client service coordinator executive assistant
- 1director of first impressions
- 1director of operations
- 1financial representative
- +7more titles
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