Your Louisiana Team

Asset One Louisiana Team

Your Colorado Team

Asset One Portfolio Management Team©

 

Joe Vizzini


Joe Vizzini
Chief Investment Officer and co-founder of Asset One, CPA, Certified Financial Planner®

"The marketplace is changing all the time. Offerings, investments, and features are getting better for investors. We keep our ear to the rail and bring careful observation, insight, and experience to the financial planning and investment process. We really want our clients to do well."

For more than 35 years, Joe has been helping clients reach their financial goals through expert portfolio management. While the stock market is only part of the overall strategy for most of his clients, Joe studies the trends and the sense of the market. He is also adept at portfolio construction to deliver to clients what they expect from their portfolios. His "Invest Well…Sleep Well"® program is designed to help clients counter market volatility and deliver attractive income.

Email: joevizzini@assetonellc.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

 

Charles H. McLoughlin


Charles H. McLoughlin



Charles H. McLoughlin specializes in retirement planning for individuals and has over 15 years experience in investments. His background includes the management of trust investments for a major regional bank and analysis of institutional investments for a national investment consulting firm. Currently, his practice consists of providing comprehensive financial planning to individuals. Charles holds a BA and MBA from the University of New Orleans.

Email: chm@mcloughlinfinancial.com

 

Jennifer Edge


Jennifer Edge



Jennifer Edge has been with the firm for 12 years. She has an Associate Degree in General Studies from Delgado Community College. Her responsibilities include maintaining the interfacing downloads of client activity, and producing and organizing client reports. She also oversees our website and advertising.

Email: jenniferedge@assetonellc.com

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

 

Frank P. Auderer, Jr.


Frank P. Auderer, Jr.



Frank P. Auderer, Jr. is a partner in Asset One, LLC. He received his BA of Business and Accounting from the University of Southeastern, and his M.Ed. in Guidance and Counseling from Tulane University. He is a former teacher, Assistant Principal, Principal for some of our local schools. He was also a Superintendent for the St. Bernard Parish School System for 8 years and a board member for 3 years. He has been a St. Bernard Parish Councilman since 2009. Frank has received many awards through his career; he was St. Bernard Man of the Year for 1999–2000 and State of Louisiana Superintendent of the Year in 2003. Frank is a Registered Investment Advisor with Girard Securities, Inc.

Email: frankauderer@assetonellc.com

 

Lisa Aldrete


Lisa Aldrete
Branch Operations Manager and
Registered Representative

With over 25 years experience in the financial industry, Lisa manages the daily operations of Joe Vizzini's security services. Lisa holds a Series 7 license. She oversees client services for Mr. Vizzini and assists seven brokers by reviewing and processing all investment applications and forms. She is in charge of portfolio income distributions, IRA distributions, processing charitable donations of stock, gifts, re-registration and preparing client reports.

Email: lisaaldrete@assetonellc.com

 

Martha Robinson


Martha Robinson



Martha Robinson has been with the firm for 20 years. She earned her BA at SNU in Oklahoma. She has a background in accounting and 11 years experience as manager of a communications company. Hers is often the cheerful voice that welcomes your calls as she interfaces with our clients by handling telephone, appointment, and receptionist duties. She also assists with the various types of insurance products offered through our office. Martha is very conscientious when it comes to client service and makes sure you receive the assistance that you need.

Email: martharobinson@assetonellc.com

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