Welcome to Asset One: New Orleans
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.
Tom BaumlerManaging Director
Erwin BuckManaging Director
Lisa AldreteRelationship Manager
Jennifer EdgeClient Service Manager
Martha RobinsonAdministrative Manager
Tom Baumler, CFP®
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.
Erwin Buck, CFP®
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.
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.
Client Service Manager
Jennifer Edge has been with the office 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.
Martha Robinson has been with the office 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.
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1120 North Causeway Boulevard, Suite #4
Mandeville, LA 70471
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.