John Frisbie, CERTIFIED FINANCIAL PLANNER (CFP®), Certified Private Wealth Advisor (CPWA®), CFA Level I candidate and Managing Director. He has over 25 years of experience in the financial services industry.  Prior to entering the financial services industry, he was a United States Air Force Officer for 12 years.  John focuses on providing solutions that encompass every aspect of your financial life, target your unique situation, and emphasize your specific goals and objectives.

John graduated from the Air Force Academy with a Bachelor of Sciences in Mathematics. He went on to get his Master of Arts in Management from Webster University. He is actively involved in the community and has served as President of the Board of Directors of Imagine! – a non-profit organization helping individuals with cognitive and physical disabilities and Frasier Meadows, a Boulder based non-profit continuing care retirement community.  John resides in Boulder, CO with his wife Deea.  They have two adult children Dallas Ann and Charles Lewis. Dallas is an Engineer, working and living in Denver.  Charlie is a Registered Nurse working and living near University of Colorado Anschutz hospital.  In his leisure time, John enjoys spending time with his family, running, skiing, hiking, fly fishing and participating in most water sports.

Focus Areas

• Investment Advice & Planning
• Wealth Planning Topics:
  • Financial Planning
  • Estate Planning
  • Insurance/Risk
  • Tax
  • Philanthropy
• Introductions and Referrals

Nate brings nearly two decades of experience in financial services, with a career rooted in a passion for helping clients achieve their goals through thoughtful, personalized planning. He began his journey in 2005 as an intern at UBS Financial Services and earned a Bachelor of Science in Business Administration from the University of Colorado Leeds School of Business in 2007.

A commitment to professional excellence led him to become a CERTIFIED FINANCIAL PLANNER (CFP®) in 2014 and a Certified Investment Management Analyst® (CIMA®) in 2023. These designations reflect his dedication to providing comprehensive guidance across investments, tax strategy, risk management, and estate planning.

Known for his approachable style and deep care for client relationships, Nate takes time to ask the right questions, listen closely, and adapt his planning to clients’ evolving needs. He believes financial planning is not just about numbers—it’s about people, their values, and their life goals.

Originally from Pueblo, Colorado, he now lives in Lafayette with his husband Jeff, niece Eve, nephew Anthony, mother-in-law Joan, and their two dogs, Harold and Ollie. A proud triplet, Nate enjoys spending his free time with family and friends, playing pickleball, staying active at the gym, and enjoying the outdoors.

Focus Areas

• Investment Advice & Planning
• Wealth Planning Topics:
  • Financial Planning
  • Estate Planning
  • Insurance/Risk
  • Tax
  • Philanthropy
• Introductions and Referrals

Michael first joined The Boulder Group in the summer of 2018 as an intern. He returned to work full-time with the team in the summer of 2019 after graduating in just three years with honors from the University of Oklahoma with a degree in Economics, and a minor in Finance.  He is fully licensed, a CERTIFIED FINANCIAL PLANNER®, and an Enrolled Agent (EA). Michael is an Associate Financial Advisor and spearheads the team's portfolio & business management. 

Born and raised in Lawrence, Kansas, Michael married his high-school sweetheart, CC, in 2019. This past May, they welcomed their first child, Meadow. The Corbett family lives in Old Town Longmont with their Miniature Schnauzer (Auggie), Bernedoodle (Maizie), and five chickens (Stardust, Twilight, Acorn, Bramble, & Bunny). In his free time, he enjoys running, tending to their 100+ house plants, and exploring Colorado.

Focus Areas:

• Investment Advice & Planning
• Operations & Business Manager
• Tax Plan Reviews
• Portfolio Management & Market Updates
• Asset Management
• Prospect Coordinator

Cameron joined The Boulder Group in July 2023 after graduating with honors from the College of Charleston with a B.S. in Finance. Cameron has passed the SIE, Series 7, Series 66, Colorado's Life, Health, & Accident Insurance exam, and the Certified Financial Planner (CFP®) exam!

Born and raised in Greenville and attending school in Charleston, Cameron is a native South Carolinian. She now enjoys skiing, hiking, & working out at CrossFit in her free time. 

Focus Areas:

• Money Movements (ACH, checks, wires, etc.)
• Account Opening & Transfers / Rollovers
• Meeting Preparation
• Point of Contact for Phone Calls
• Prospect Onboarding & Coordinator
• Scheduling / Calendar Management
• Marketing / Client Events
• Trading

Matthew first joined Baird in Milwaukee, WI during the summer of 2021 through the firm’s internship program. He worked in Baird’s Operations department supporting Financial Advisors across the country as an IRA specialist. He began working full-time after graduating with honors from Marquette University in 2022 with degrees in Political Science and Classics. Matthew joined The Boulder Group in April of 2023 and became a CERTIFIED FINANCIAL PLANNER® professional in February of 2026. 

Born in West Bend, WI as the youngest of three siblings, Matthew moved to Boulder in the summer of 2022 with his partner Zelda as she completed her master’s degree in philosophy at University of Colorado Boulder. Matthew enjoys mountain biking, hiking, reading, and miniature model-making.

Focus Areas:

• Money Movements (ACH, checks, wires, etc.)
• Account Opening & Transfers/Rollovers
• Meeting Preparation
• Point of Contact for Phone Calls
• Required Minimum & Qualified Charitable Distributions
• Service Model Lead
• Trading