Testimonials

"I have worked with Dan and his team for over 20 years and have found them to always have my best interests in mind. It is refreshing to have an advisor whom you can trust completely to maximize our planning goals and objectives to assure our family wellbeing over their personal interests."

David Brown
Founder and Board Member, Techstars

 

"Dan and his team had a 'give first' approach when I was in the early stages of my entrepreneurial career. Their attitude to offer assistance helped me before it was obvious why they should do so. They listen. The team has always respected and been in alignment with my goals and objectives and to this end have been a great long-term partner since 2000. Great performance hasn't hurt!"

David Cohen
Founder and Chairman of the Board, Techstars

 

"Dan Day and his team at Day Webb & Associates have been there for our family and our small business for over 12 years. The team is responsive and thoughtful with personal planning for our combined family, college planning for five children, and small business succession plans. The value they add to our financial security is unsurpassed. Beyond our professional relationship, we value and appreciate Dan Day and Daniel Webb's community involvement with Emergency Family Assistance Association "EFAA" & Longmont Humane Society among others. The firm has an extended professional network including legal and business transaction support, making Day Webb & Associates a trusted advisor, mentor and friend."

Joanie Holsomback and Mark Vieregg
Owner Walters & Hogsett Jewelers

 

"The Day Webb team have been a tremendous resource to me regarding a full spectrum of fiduciary planning services: financial and wealth planning. Beyond the financial aspects of my life, they are very personable with their personalized attention to my ongoing planning. These attributes, including their compassion, candor and professionalism, are valued greatly. A valued partner and trusted advisors for all things financial!"

Sally D'Angelo, MD

 

"I have worked with Dan Day and his team for over 10 years, and it has been an excellent experience. Always prompt on responding, they have guided my financial future with success and stability. My family and I are grateful for Dan and the Day Webb team."

Connor Graham, MD

 

"For twenty years Dan Day has been instrumental in guiding me through the process of understanding and managing my family's financial future. I have greatly appreciated Dan's professionalism, astute advice, accessibility and care in me and my family's well-being beyond just the financial aspects of life. His comprehensive approach goes above and beyond the expectations of simply a 'financial guy' and I couldn't have handled the responsibilities of inheritance and future planning without him."

Linda Moss Schutter

 

"I've been working with Dan Day and Daniel Webb of Day Webb & Associates for over six years and trust them implicitly as my financial partners. They are masters at explaining the details behind complex matters that can be overwhelming. Dan and Daniel are patient yet firm in making sure their clients are informed and protected with each life chapter. I consider Day Webb & Associates an integral part of my financial well-being and plan to work with them for many years to come."

Xandra Ess, JD, SHRM-CP
Partner and COO, Made-Boulder CO

 

"Dan is a trusted advisor and friend. His business model is to work with young entrepreneurs just starting out and to stick with them for the long term. Although in my situation, I did not benefit from the acquisition of my company in the way that we hoped, Dan has remained steadfast. Our plan never relied on a huge acquisition windfall, and consequently, we are still in a great position relative to our goals. He is available whenever we need him to guide us toward a soft landing in retirement."

Andy Sappey, Ph.D
Chief Technology Officer and Co-Founder, Zolo Technologies (acquired by John Zink)

 

"Over our 30-year insurance career, we have known many of our clients that have used Dan Day's services and have valued their relationship with him and the Day Webb team. For the last 10 years we have been privileged to have the Day Webb team as an important resource and financial consultant. It is a secure feeling to have a trusted advisor like Dan Day and the Day Webb team."

Brent & Jackie Friesth
Owners, Bolder Insurance

 

"My family started working with Dan Day and his firm in 2019 after moving back to the U.S. from Asia. Not only has the team managed our assets in a secure, diversified and professional manner, but in addition has brought us into their professional network. Being new to the area (not to mention out of the country for the last 25 years), Dan's network of legal, medical, tax and other industry professionals has been extremely helpful in allowing us to re-build our footing as we reacclimated with the U.S. Our access to Dan and his team has been outstanding and I know that the financial future of my family is in excellent hands as they understand our needs and goals, and manage our portfolio with our best interests front and center."

Daniel Simon
Consultant, COO-CFO


"Deciding to work with Day Webb and Associates is one of the better decisions my husband and I have made, especially as we look to grow our family and start a new chapter in Colorado after moving recently from New York. They have been a trusted partner to my parents for many years, but now we look forward to having the same success and trusted allies to building our financial wealth for our own family. Their ability to map out planning for our family all in one spot from taxes to financial wealth to estate planning, home ownership, insurance -- is one of the things that really attracted us to this group. We know all aspects of our lives and needs are covered with one phone call into them. This peace of mind is one of the many reasons why we love to have them as a partner."

Lauren Jennings
Vice President, Alison Brod Marketing & Communications

 


The testimonials presented may not be representative of the experience of all clients and are not a guarantee of future performance or success.