Welcome to Asset One: Denver

Experience wealth management, reimagined.

Get clarity and control over your financial life — and focus on living the life you really want. See how we help you do it.

About Our Office

Our office was founded in 1994 to provide personalized portfolio management, strategic planning, and wealth management services for high net worth individuals. We provide our clients enrichment programs designed to keep them informed, educated, and confident in their investment strategy and financial future.

We understand it is difficult to trust a company with your financial goals and investments. That is why most clients come to us as a referral from a trusted friend.

At our first complimentary meeting we'll get to know one another and understand what we need to accomplish together. During our next meeting, your strategy adviser will suggest options to attain your financial dream. When you are comfortable with our customized approach, we'll begin implementing your plan.

Several advisers of Asset One are proud to be once again be featured as a Five Star Wealth Manager.* 

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*Five Star Professional is based on ten objective eligibility criteria. Receipt of the award is not indicative of investment performance. Working with a Five Star Wealth Manager or any wealth manager is no guarantee of future investment success. For more information visit fivestarprofessional.com. United Capital, Girard, and Five Star Professional are separate and unrelated companies.

Affiliated offices:

Asset One: New Orleans

Why United Capital?

Financial Life Management

We’re not the typical wealth management firm. We looked around the industry and thought that there was a better way. So we created it. We developed a process that’s focused on helping you live your ideal life. One that continually adapts to the changing world and your changing circumstances. We call it Financial Life Management. And it’s totally unlike anything you’ve experienced before.

A Unique Approach

We’ll take the time to get to know you and understand the life you want to live. With collaborative, engaging digital tools, we’ll work with you to create a clear framework for living your ideal life. The result is a plan that’s dynamic and personalized — not one-and-done or one-size-fits-all.

Real Results

We help you align your decision-making with your ideal life, so you can achieve balance — and a healthy relationship with your money. That means we go beyond investments and investment results to help you live the life you want today. After all, isn’t that what a wealth manager is for?

United Capital: Imagine

Tom Baumler
Managing Director
Erwin Buck
Managing Director
Porter Landreth
Managing Director
Pam Dumonceau
Managing Director
John Schumacher
Wealth Manager
Nancy Rinker
Wealth Manager
Kara Kissell
Director of Operations
Tae Eo
Client Service Manager
Kendra Savage
Relationship Manager
Jill Black
Relationship Manager
Jaime Seifert
Administrative Manager
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Tom Baumler, CFP®

Managing Director

tom.baumler@unitedcp.com

In 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 professional since 1988, Tom specializes in business, estate, and insurance planning. While his clients appreciate Tom has an easy-going style, extensive background in business management and financial consulting, enabling him to share seasoned advice to help support client's financial goals. Tom was recognized as a Multi-Year winner of the Five Star Professional Wealth Manager Award.

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Erwin Buck, CFP®

Managing Director

erwin.buck@unitedcp.com

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

Buck is a CERTIFIED FINANCIAL PLANNER professional, 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.

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Porter Landreth, CLU, ChFC®, CFS

Managing Director

porter.landreth@unitedcp.com

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.

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Pam Dumonceau

Managing Director

pam.dumonceau@unitedcp.com

Since 1983, Pam has been helping clients reach their goals through sound financial planning. She uses her practical experience to help people with their financial decisions and strive on improving 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.

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John Schumacher, CFA

Wealth Manager

john.schumacher@unitedcp.com

John is a Chartered Financial Analyst (CFA). 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.

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Nancy Rinker

Wealth Manager

nancy.rinker@unitedcp.com

Nancy 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.

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Kara Kissell

Director of Operations

kara.kissell@unitedcp.com

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.

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Tae Eo

Client Service Manager

tae.eo@unitedcp.com

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.

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Kendra Savage

Relationship Manager

kendra.savage@unitedcp.com

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.

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Jill Black

Relationship Manager

jill.black@unitedcp.com

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.

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Jaime Seifert

Administrative Manager

jaime.seifert@unitedcp.com

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.

Start the conversation

5655 S. Yosemite Street, Suite #450
Greenwood Village, CO 80111
303.751.8859

Securities offered through Girard Securities, Inc. (“Girard Securities”), a registered broker/dealer, member FINRA/SIPC. Advisory services offered through United Capital Financial Advisers, LLC (“United Capital”) a Registered Investment Adviser. Girard Securities and United Capital are separate and unrelated companies. Check the background of this investment professional on FINRA’s BrokerCheck.