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.
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.
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.
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.