e3 Tax - Arizona

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...

Prior to joining e3 Wealth, Gary pursued a desire to help “main street” investors make sense of the overwhelming array of available investment opportunities that can be intimidating to fully grasp.

Jessica has been in the customer service industry for 18+ years, and mastered many roles from accounting, to HR and even event coordinating. She loves helping people find solutions to problems and loves to accommodate even the toughest of circumstances.

Tom heads a team of financial professionals who combine their varied skills and years of experience to provide the comprehensive, personalized services to retirees and pre-retirees wishing to pursue their retirement dreams. “We...