Tom Baumler

Tom Baumler, CFP®

MANAGING DIRECTOR

In addition to providing strategic financial consulting, Tom manages the day-to-day operations of Asset One, (a division of United Capital). 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.

Investment Advisory services offered through United Capital Financial Advisers, LLC (“United Capital”), an investment adviser registered with the SEC. Registered Representative & Investment Adviser Representative of and securities and additional advisory services offered through Cetera Advisor Networks LLC (“Cetera”), member FINRA/SIPC. Cetera is under separate ownership from any other named entity.