Our Profile

Baird is built upon shared values of honesty, integrity, genuine concern for clients and respect for associates. These values drew us to Baird and remain central to our ability to earn the quality client partnerships and maintain the high standards that are Baird traditions.

Learn more about the client-focused service for which Baird is so well-known. Contact us today to explore a partnership with Baird.


John C. Frisbie, CFP®

Managing Director
303.413.3801
jfrisbie@rwbaird.com

John Frisbie, CERTIFIED FINANCIAL PLANNER™ practitioner and Director. He has over 19 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. As the Lifestyle and Estate Planning Specialist, 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 proudly serves as President of the Board of Directors of Imagine! – a community organization that helps individuals with cognitive and physical disabilities. John resides in Boulder, CO with his wife Deea and their two children Dallas Ann and Charles Lewis. In his leisure time, John enjoys spending time with his family, running, skiing, fly fishing and participating in other water sports.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirement.

Colorado Insurance License #0D26556

Nathan P. Samek, CFP®

Associate Financial Advisor

Nathan Samek, CERTIFIED FINANCIAL PLANNER™ practitioner and Associate Financial Advisor.

Nate has over 14 years of experience assisting clients and helping them build a plan to meet their financial goals.  He has served as the teams Business Manager and Financial Planner for the past 8 years and recently moved into an Associate Financial Advisor role.  In this role he will continue to lead the team’s day-to-day business management with the support of Michael and Teresa while focusing more of his time on advising and planning with clients.  His process of asking, listening, and adapting to clients changing needs provides a superior experience.  He is looking forward to continuing his management role and building deeper relationships with clients through advising and helping them plan for the future. 

Nate graduated from the University of Colorado with a Bachelor of Arts degree in Finance in 2007 and completed his CFP® Certification in 2014. Community involvement is a key passion of his whether it be through his work with Speaking Out – Out Boulder or volunteering annually during Baird Gives Back Week.  Nate is a triplet, and grew up in Pueblo, CO.  He and his husband Jeff reside in Louisville, CO with their two dogs, Harold & Ollie.  In his spare time, you can find him on the pickleball court or spending time outside enjoying the CO weather.

Michael Corbett, CFP®

Senior Client Specialist

Michael Corbett, CERTIFIED FINANCIAL PLANNER™ practitioner and a Senior Client Specialist. Michael first joined The Boulder Group in the summer of 2018 as an intern, and 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. Since returning, Michael has passed his Series 7, Series 66, and now CFP® exams.

After moving to Colorado, Michael married his high-school sweetheart, Carolyn. They live in Boulder with their Miniature Schnauzer, Winston, and Bernedoodle, Maizie. In his free time he enjoys running the trails around Boulder, cooking homemade Italian food, and watching his hometown Kansas City sports teams.

Teresa Kleinhenz

Client Asisstant

Teresa started her career at Baird in November 2021 but has been in the investment industry for 3 years where she previously worked at Wells Fargo Advisors in Columbus, Ohio.  

Teresa graduated from The Ohio State University in 2018 earning a degree in early to middle childhood education. She also attended Columbus State Community where she took American Sign Language (ASL) classes. She hopes to finish her degree in Colorado for Interpreter Education.

She recently moved from Columbus, Ohio to Boulder, Colorado. There, she resides with her boyfriend Chris and her two pets Leo and Binx. In her free time, she enjoys outside activities such as walking, hiking, swimming, and ice skating. She also loves watching movies and trying new foods.

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