e3 Wealth: Detailed Company Information & Corporate Profile
Summary
e3 Wealth is a finance firm headquartered in Buda, Texas, with a staff of 100 to 200 professionals and annual revenue between $10 million and $50 million.
The company’s leadership includes Matthew Linn as Head of Advisor Services, Mary McWilliams Bates as Vice President of Marketing, and Terry Taylor, who co‑owns the firm and formerly hosted radio shows. Other key personnel are Brittany (Head of New Business), Samantha Kramr (Front Desk Coordinator), Bruce Wehner and Patrick Eddins (Cash Flow Strategists), Chad Benoit and Josh Huard (Financial Advisors), Kati Usher (Operations Specialist), Dominic (Planning Team Associate / Investment Staff), Jaxon McFarland (Assistant), Carlos Tovar (Associate Wealth Advisor Intern), Ryan Vaughn (Cash flow specialist), Ashley Kempenski (Associate Financial Advisor), and Gissel Albiter (Marketing Associate).
The team's structure supports advisory services, marketing initiatives, operational efficiency, and financial planning. It blends seasoned strategists with emerging talent to deliver comprehensive wealth solutions tailored to clients’ needs.
| e3 Wealth Website | e3wealth.com |
| Phone Number | 8003145244 |
| Industries | |
| e3 Wealth Headquarters Address | 835 Main Street, Buda, Texas, 78610 US |
| Company Size | 100-200 employees |
| Estimated Annual Revenue | $10M - 50M |
| Updated: | 2026-09-19 |
Workforce Turnover
Number of employees switched from or switched to
Departmental sample breakdown
Length of Employment
e3 Wealth's workforce includes employees across a wide range of tenure levels.
20% have been with the company for 3 to 4 years20% have been with the company for 8 to 10 years60% have been with the company for more than 11 years
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e3 Wealth Corporate Information: FAQ
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