Our mission is to earn your trust through open and clear communication, objective advice, hard work and a genuine concern for your overall financial well-being.
We strive to be the financial advice team of choice who provides the highest value by delivering the best solutions and service.
The Boulder Group includes professionals with significant expertise. John Frisbie, Nathan Samek and Ali Ternan are CERTIFIED FINANCIAL PLANNERTM practitioners. We focus on tax efficient investing, risk management and wealth preservation.
John C. Frisbie, CFP®
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®
Assistant Vice President & Senior Client Specialist
Nathan Samek, CERTIFIED FINANCIAL PLANNER™ practitioner and Senior Client Specialist. He has over 10 years of experience in the financial services industry. Nate provides regular, consistent, and timely contact with a comprehensive follow-up process. He will always be available to answer any of your questions or concerns.
Nate graduated from the University of Colorado with a Bachelor of Arts degree in Finance. He is a Colorado native and has spent the last 13 years in Boulder County. He is an active member of the community and serves as the Founder and President of The Steven Moore Foundation and a committee member of the Open Door Fund. In his free time he enjoys staying active; he is an avid golfer, skier, runner and world traveler.
Ali Ternan, CFP®
Ali Ternan, Client Specialist. Ali has over 8 years of experience in the financial services industry. She graduated from The University of Colorado Boulder with a Bachelor of Arts degree in Kinesiology and obtained her MBA from The University of Colorado Denver in 2011. Ali brings her positive spirit, strong work ethic and previous industry experience to our group.
Ali is a Colorado native and has spent the last 16 years in Boulder County, recently moving to North East Boulder. Outside of the office, Ali loves spending time with her husband, Adam, daughter, Stella, and son, Lincoln as well as their yellow lab, Provin. Their favorite activities include biking, hiking, swimming, exploring local parks and touring local breweries.