Certified Financial Planner®,
"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.
Buck 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.
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."
With 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.
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.
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.
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.
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.