Your Future
Starts
Now
Your Future
Starts
Now
Let us help you build a solid
financial foundation
Take Control of
Your Future
Financial planning can be complex and feel overwhelming. When potential clients come to us, they’re looking for someone who can offer advice in multiple areas. That’s why we offer a wide range of services, including:
Portfolio Management
Retirement Accumulation Strategies
Retirement Income Planning
Custom Tailored Financial Plans
When other firms partner with us, they can rest assured we treat their clients the way we would want to be treated. Our focus will always be on putting our clients’ needs first.
Our Team
At Trance3nd, we believe you deserve to live the retirement of your dreams. That’s why we’ve dedicated our lives to helping clients design and implement successful financial strategies to reach their goals. If you’re looking for a team to guide you at every step on your retirement journey, we’re here to help.
Joe Quartucci
Managing Member
Joseph Quartucci, CPWA®, ChFC®, is the CEO Emeritus of Transce3nd, LLC and Co-Founder of e3 Wealth, a firm dedicated to redefining wealth management by integrating tax, legal, investment and legacy planning into one coordinated, high-impact strategy.
Over the course of his 25-year professional career, Joseph has founded and held ownership in nine businesses across multiple industries. For more than two decades, he has worked side-by-side with business owners and high-net-worth families to navigate complex transitions, optimize business exits, and build generational wealth with clarity and intention.
A respected voice in the financial industry, Joseph has spoken on national stages, appeared on KVUE and KXAN in Austin, and hosted a long-running radio show that reached audiences throughout Texas and St. Louis. He has been recognized as a Five Star Wealth Advisor in Texas Monthly and is known for his no-fluff, client-first approach to strategy and leadership.
Outside of finance, Joseph is a committed philanthropist who invests heavily in nonprofit organizations making real impact. He serves on the board of Help One Now, a global nonprofit focused on family reunification, widow support and orphan care. He views “radical generosity” as a cornerstone of both his financial philosophy and personal journey.
A proud graduate of Texas State University, Joseph is passionate about mentoring the next generation. He actively creates internship opportunities for students to gain experience in the financial industry while supporting the university that shaped him.
Joseph lives in Texas with his wife of 22 years — his greatest partner in life and business — and their three children. As a family, the Quartuccis love to explore the world together, creating lasting memories through shared adventures, music and great food.
John Moriarty
Member
John E. Moriarty, CPWA®, ChFC® 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 20 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 (and their stand-alone RIA, Transce3nd) has grown to 60 advisors and operations team members.
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. And for entrepreneurial-minded clients, e3 Family Office offers Wealth & Tax Professional Services (WTPS) engagements that include an in-depth scope of services:
- Tax compliance
- Due diligence on tax mitigation strategies
- Access to private investments, assistance with asset class determination
- Development of investment criteria
- Proper entity structure and asset protection
- Estate and business exit planning
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 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, Ellen, and their two children, Harrison and Catherine. In his free time, John is an avid golfer as well as a wine and bourbon enthusiast.
Tyler Mattingly
President
With over 20 years of experience in the financial services industry, Tyler began his career as a Financial Advisor with FSC Securities Corporation. From there, he joined Wells Real Estate Funds, where he worked in various roles for over 12 years. He joined Transce3nd in 2021.
Tyler earned a bachelor’s degree in Business Administration from Auburn University. He holds Series 7, 63 and 24 securities registrations.
When Tyler isn’t working, he enjoys spending time with his wife and four children. When they aren’t at a horse park, dance recital or a volleyball court, they enjoy hiking and being outdoors.
Jasmine Yu
Chief Operating Officer
Jasmine D. Yu is the Chief Operating Officer (COO) at Transce3nd & e3 Wealth, where she leads strategic initiatives to optimize operational efficiencies, scale the firm, and drive overall business growth. With a strong background in financial oversight, compliance, and human capital development, Jasmine focuses on streamlining processes, enhancing client experiences, and fostering a high-performance culture.
Previously, Jasmine served as Director of Operations & Administration at Kestra Private Wealth Services (KPWS), where she managed key operational functions, including technology support, vendor relations, real estate management, and advisor onboarding. She also brings extensive experience from her tenure at UT Austin, where she oversaw compliance and legal affairs, managing over 700 cases and implementing process improvements that strengthened policy adherence and cross-departmental collaboration.
Jasmine holds a B.S. in Human Development and Family Science (Pre-Med) from the University of Texas at Austin. Outside of work, she enjoys spending time with her family, including her son, a Navy Corpsman; her twin daughters; her high school senior daughter; her Husband, and her two Blue Heelers.
Kyle Robarge
Chief of Staff
Kyle has a passion for helping others and developing the systems and processes necessary for his clients to build a confident financial future.
Kyle has a background in business management, spending nine years as the chief operations officer for a rapidly growing, family-owned e-commerce company. In that role, he managed the day-to-day operations of a team of more than 50 employees. He understands the challenges small-business owners face and has extensive experience making large-scale financial decisions, managing expenses and driving profitability.
As a private wealth advisor, Kyle strives to enlighten and empower his clients to make the best possible decisions for their future. He believes that good money habits are the foundation of any successful financial plan and strives to build life-long relationships that evolve with his clients’ needs. Kyle joined Transce3nd in 2021.
Kyle has passed the Series 7 and 66 securities exams and holds insurance licenses in several states. He studied business administration at the University of Southern California.
Kyle lives in Seattle with his daughter, Eleanor, and their two miniature poodles, Simon and George. An accomplished bassist, he has toured all over the United States and Europe with multiple bands and continues to record and perform professionally.
Bruce Wheadon
Chief Compliance Officer
Bruce Wheadon serves as the Chief Compliance Officer at Transce3nd, where he leads the development, implementation and oversight of the firm’s compliance program. With a strong commitment to regulatory integrity, Bruce strives for adherence to federal securities laws, mitigates regulatory risk and fosters a culture of compliance throughout the organization.
He brings over 17 years of experience in the financial services industry, including 11 years in a compliance leadership role at a prominent registered investment advisory firm and six years at a major broker-dealer as a Financial Services Representative. During his tenure, Bruce played a key role in helping scale an RIA from $2 billion to $45 billion in regulatory assets under management.
Bruce earned a Bachelor of Fine Arts from the University of Utah, where he was named to the Dean’s List twice. Outside the office, he enjoys spending quality time with his family, exploring photography, traveling, following Major League Soccer and discovering unique dining experiences.
Arpit Sharma
Chief Investment Officer
Arpit finds great satisfaction in developing new investment ideas and seeing them come to life through the firm’s investment models. His primary experience has been in asset allocation, and he has a thorough knowledge of various investable asset classes, allowing him to build flexible portfolios and adapt to changing environments.
Inspired by his father’s active investing, Arpit developed a passion for the industry at a young age, learning from greats like Warren Buffett and Benjamin Graham. He earned a bachelor’s degree in finance from the University of Texas at Dallas. Previously, Arpit was an Investment Adviser Representative and portfolio manager overseeing client portfolios. He is a Chartered Financial Analyst (CFA) and has passed the Series 7 and 65 securities exams.
Originally from Dallas, Arpit now lives in Austin, Texas. He comes from a family with a history in the financial field. Outside the office, he enjoys reading about historical figures, hiking long trails with his dog, Baloo, and cooking for his friends and family.
Mary Bates
Vice President of
Marketing
Mary’s journey into the financial services industry began with a position as a marketing intern for a financial advisor in college when she discovered her love for the field. This pivotal experience ignited a career focused on helping advisors showcase their expertise and build meaningful connections with their clients.
Mary brings a wealth of experience to her role, having previously worked as a Senior Advisor Marketing Manager at Kestra Holdings and as a Senior Marketing Consultant at LPL Financial. These roles helped her hone her skills in creating impactful marketing strategies, allowing advisors to share their knowledge and foster trust with both clients and prospects. Mary thrives on the satisfaction of supporting advisors as they do the important work of guiding their clients toward financial success.
A proud alumna of the University of South Carolina, Mary graduated with a double major in marketing and management and a minor in public relations.
Away from the office, Mary loves spending time with family and friends, especially her husband, Luke, and their loyal German Shepherd/Lab mix, Bogey. She also loves cooking, staying active by working out, taking Bogey on hikes and unwinding with a good book.
LOCATION
835 Main Street, Building 200
Buda, TX 78610
Connect with Us
To learn more about Transce3nd or to schedule a no-obligation meeting, contact us today!
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