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.

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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

Joe Quartucci

Chief Executive Officer

Joe uses his experience in the financial industry and love of problem solving to help his clients realize their retirement dreams.

Many people played significant roles in Joe’s life, including teachers, church members, co-workers, family and friends. This influence led him down the path of entrepreneurship and financial services. When Joe decided to work in wealth management, it was to contribute to the lives of others by helping them improve their relationship with money.

Joe has passed the Series 6, 7, 63 and 65 securities exams and holds the Chartered Financial Consultant (ChFC®) designation. He received his bachelor’s degree from Texas State University in 2002. Joe joined Transce3nd in 2021.

Born in Chicago and raised in Bastrop, Texas, Joe currently lives in Buda, Texas, with his wife, Katie, and his three children, Jacob, Layla and Levi. He loves spending his free time with his family and is a huge Chicago sports fan.

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Diana Wilkerson

Diana Wilkerson

Chief Operations Officer

Diana helps ensure smooth operations for both her coworkers and the firm’s clients. She works directly with advisors and clients, acting as a liaison with our various vendors. Diana joined Transce3nd in 2021.

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Kyle Robarge

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.

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Tyler Mattingly

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.

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Josh Huard

Josh Huard

Director of Financial Planning

Josh has always had a strong passion for helping others in any way possible. Having worked on well over 1,000 individual financial pictures, he is experienced and able to tackle any client challenge.

Due to the state of the federal budget and the possibility of rising taxes, Josh believes that it has never been more important to start saving early in life. His goal as a financial professional is to help his clients build a solid financial future.

Josh has passed the Series 7 and 66 securities exams and holds his life and health insurance licenses. He has also been a recurring guest on the Advance and Protect Radio show, which aired in Austin on Sunday afternoons on 1370 AM KJCE. He graduated from Texas Tech University and joined Transce3nd in 2021.

Josh was born and raised in Austin, Texas. When not working, he spends his time outdoors with his dog, Dexter, playing league sports with his friends, trying all of Austin’s new restaurants with his wife, Jessica, and enjoying a nice glass of whiskey from time to time.

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LOCATION

165 Elmhurst, Suite B.
Kyle, TX 78640

Connect with Us

To learn more about Transce3nd or to schedule a no-obligation meeting, contact us today!

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