Your Colorado Team

Colorado Asset One Team

Your Louisiana Team

Asset One Portfolio Management Team©

 

Tom Baumler


Tom Baumler
Managing Partner for Asset One LLC,
Certified Financial Planner®

"Many of our clients are business owners. We help them with tax planning, overall business planning, and eventually reaching their retirement objectives."

Five Star Professional Wealth ManagerIn addition to providing strategic financial consulting, Tom manages the day-to-day operations of Asset One. Tom began his financial planning career at Financial Architects in 1985 after receiving his Master's Degree from CSU. A Certified Financial Planner® since 1988, Tom specializes in business, estate, and insurance planning. While his clients appreciate Tom's easy-going style, his extensive background in business management and financial consulting enables him to share expert advice to support client's financial goals. Tom was recognized as a Multi-Year winner of the Five Star Professional Wealth Manager Award.

Email: tombaumler@assetonellc.com

 

Pam Dumonceau


Pam Dumonceau
Asset One Investment
Advisory Representative

"I help our clients see how the Portfolio Management Team makes decisions to fit their respective circumstances. Optimizing financial performance is only possible when it fits the client's goals and values."

Five Star Professional Wealth Manager - Multi-year Winner Since 1983, Pam has been helping clients reach their goals through smart financial planning. She uses her practical experience to help people with their financial decisions and improve fulfillment with their finances. Pam specializes in Personalized Retirement Planning, Investment and Targeted Tax Strategies. Over the years, Pam has made empowering people in their financial success a specific priority. Pam was recognized as a Multi-Year winner of the Five Star Professional Wealth Manager Award.

Email: pam@consistentvalues.com

 

Nancy Rinker


Nancy Rinker
Portfolio Manager and Asset One Portfolio Management Team© member

"My goal is to give our clients more freedom to pursue their dreams, knowing I'm watching the markets and their assets so they don't have to."

Five Star Professional Wealth Manager - Multi-year WinnerNancy has worked extensively in the financial services industry for more than 30 years. She earned her Bachelor of Science degree in Business Administration from Columbia College, graduating Summa Cum Laude. As Portfolio Manager, Nancy oversees daily operation, investment selection and portfolio allocations. She researches securities, and analyzes financial markets. Nancy was recognized as Five Star Professional Wealth Manager in 2015.

Email: nancyrinker@assetonellc.com

 

Jill Black


John Schumacher
Co-Portfolio Manager and Asset One Portfolio Management Team© member

John is a Chartered Financial Analyst (CFA) and Chartered Mutual Fund Counselor. John has been in the securities industry for over 30 years and holds an MBA from California State University and a Finance degree from the University of Iowa. John has served on the Colorado Municipal Securities Rule Make Board and is a member of the Colorado Financial Analysts.

Email: johnschumacher@assetonellc.com

 

Jill Black


Jill Black
Client Service Associate


Jill has more than 15 years experience in the financial industry, customer service, billing and collections, and studied accounting in college. She's been with Asset One since 2001, and has her Series 6 registration.

Email: jill@consistentvalues.com

Erwin Buck


Erwin Buck
Certified Financial Planner®,
Financial Adviser

"Part of what we do at Asset One is help clients define what they want out of life and then apply asset management strategies to help them accomplish it. We help them understand how their financial goals are affected by changes in the economy and offer solutions to meet those changes."

Erwin began working in the financial services industry in 1985 and is now a partner in Asset One, LLC. Sheconsiders her work with clients to be a partnership in planning solutions for sustainable financial success.

Five Star Professional Wealth ManagerBuck is a Certified Financial Planner®, holds several securities registrations, including Series 7, Series 63 and Series 66, and has a BSBA in Business from Denver University. Erwin was recognized as a Multi-Year winner of the Five Star Professional Wealth Manager Award.

Email: erwinbuck@assetonellc.com

 

Porter Landreth


Porter Landreth
Investment Advisor and Asset One Portfolio Management Team© member

"Recent years have been a difficult time for most investors. We are proud of the returns and also capital preservation that we achieved. We remain intensely focused on returns and safety and understand that success in this area can change clients' lives for the better."

Five Star Professional Wealth ManagerWith more than 30 years’ experience in securities and investments, Porter has earned a CLU, Master's Certificate in Life Insurance; a ChFC, Master's Certificate in Financial Planning; and a CFS, Master's Certificate in Mutual Funds. He also has a BA in Political Science from CU. Porter joined the Asset One team in 1993. Porter was recognized as a Multi-Year winner of the Five Star Professional Wealth Manager Award.

Email: porterlandreth@assetonellc.com

 

Kendra Savage


Kendra Savage
Client Service Associate


Kendra handles a wide array of responsibilities including processing client reports. Having her Series 6 registration, she is responsible for preparing and processing brokerage, mutual funds and insurance applications.

Email: kendrasavage@assetonellc.com

 

Tae Eo


Tae Eo
Operations Associate


Tae rejoined the Asset One team in 2011. As a registered assistant with Series 7 registration, Tae assists in the processing of transactions on client accounts.

Email: taeeo@assetonellc.com

 

Christine Hickey


Kara Kissell
Communications Associate


Kara manages written and electronic communications, client educational and appreciation events for Pam Dumonceau. She transferred her communications and operations experience from the nonprofit industry in August of 2013.

Email: kara@consistentvalues.com

 

Jaime Seifert


Jaime Seifert
Administration Assistant


Jaime is the administration assistant to Porter Landreth. With two years of experience in the financial industry, she is studying for her Series exams in order to assist with processing transactions on client accounts.

Email: jaimeseifert@assetonellc.com

Colorado  303-751-8859      Louisiana  985-727-2834Broker Check by FINRA. Check the background of this investment professional.