Day Webb & Associates
At Day Webb & Associates, our purpose is to be an ADVOCATE for YOUR VISION. Through a candid and COLLABORATIVE planning experience, we will help clarify and organize your financial life and identify strategic actions that will make your vision a REALITY.
As your goals and the world around you continue to change, our team will be here to provide ongoing fiduciary advice, guidance, and counsel as your financial PARTNERS.
Daniel M. Day CLU®, ChFC®, CLTC®
Partner and Wealth Management Advisor
A graduate of the University of Colorado-Boulder, Dan Day has been serving the Boulder-Denver community since 1981.
Dan specializes in financial, wealth and estate planning, as well as helping people achieve greater clarity and vision related to their personal and business planning.
Dan earned the Chartered Financial Consultant (ChFC®) and Chartered Life Underwriter (CLU®) designations through the American College in Bryn Mawr, Pennsylvania. Dan has also earned the Certified in Long Term Care (CLTC) designation.
Dan has represented all Northwestern Mutual Financial Representatives nationally, serving as Committee Chair for the Field Marketing Committee of The Northwestern Mutual Financial Representatives Association "FRA" and as a former Director on the FRA Board.
Dan has been married since 1981. Dan and his wife Debbie have three children, Annabel, MacLeish and Isabel. They have recently welcomed their fourth grandchild. Dan has been a resident of Boulder, CO, since 1977. Dan is very active, as he enjoys outdoor activities in the surrounding Rocky Mountains throughout the year. In addition, Dan is an amateur chef, and enjoys preparing gourmet meals for his family and friends. When not in Colorado, Dan and Debbie spend time in Maui, Hawaii where they have a second home.
Daniel H. Webb ChFC®, CLU®
Partner and Wealth Management Advisor
Daniel Webb has been serving the Boulder-Denver community since 2013. Daniel's primary objective is to help families and business owners create a cohesive inter-generational financial, wealth, and estate plan. Daniel is passionate around helping young people plan early and enjoy each stage of their life to the fullest.
Daniel earned the Chartered Financial Consultant (ChFC®) and Chartered Life Underwriter (CLU®) designations through the American College in Bryn Mawr, Pennsylvania.
Daniel and his wife Isabel were married in 2011 on the beach in Maui and live in Boulder, Colorado. Daniel and Isabel are both Colorado natives. They have two sons, Harrison and Henry. The boys enjoy spending time with their furry four-legged siblings, Bella and Clemson.
Daniel graduated from Southern Methodist University in Dallas, Texas in 2008. Daniel is active in the field of social justice and has received the Dorothy Amann Award for his contributions to Human Rights advocacy. Daniel and Isabel enjoy hiking Chautauqua park with the boys and walking the Vail farmer's market during the summer.
Alexis has been with Day Webb & Associates since 2018 and has been affiliated with Northwestern Mutual Wealth Management Company since 2016. She currently holds active FINRA series 6 and 63 securities licenses along with her Life and Health insurance licenses. Alexis assists with client servicing for both wealth management accounts and insurance related programs, client on-boarding, and oversees the Day Webb Fiduciary Fee-Based Planning experience. Alexis also assists the firm with client financial plan development.
Alexis and her husband moved to Colorado from Florida and have been enjoying the mountains and exploring local sites ever since. She is a self-proclaimed cinephile and loves spending her free time with her husband, son, and their four pets.
David joined Day Webb & Associates in 2018 and has been affiliated with Northwestern Mutual Wealth Management Company since 2016. He graduated with a Bachelor’s of Science degree majoring in Business Management and a Master’s of Science degree in Financial Planning with a focus in Retirement Income. He has earned his CERTIFIED FINANCIAL PLANNER™ Professional designation, Retirement Income Certified Professional® and Chartered Life Underwriter® designations. He currently holds active FINRA series 7, 6 and 63 securities licenses along with his Life, Health and Long-term Care insurance licenses. His principal duties at the firm involve strategic planning opportunities and financial plan creation for our clients along with overseeing the majority of our wealth management activity.
As a transplant to Colorado, David moved to the state in 2007 to experience the outdoor life that beautiful Colorado has to offer. His passions are in the mountains and you can find him there whenever he has free time. He and his beautiful wife, Kelly, have two children, Mackenzie and Will.
Dustin has been with Day Webb & Associates and affiliated with Northwestern Mutual Wealth Management Company since 2022. Prior to joining Day Webb & Associates, Dustin served as a financial advisor with a local credit union. He graduated with a Bachelor’s of Business Administration degree majoring in Economics from Texas State University. He currently holds active FINRA series 7 and 66 securities licenses along with his Life and Health insurance licenses. Dustin assists with Day Webb’s client on-boarding and account management experience as well as client servicing for both wealth management accounts and insurance related programs.
As a transplant from Texas, Dustin moved to the state in 2017 to begin his next adventure in the beautiful state of Colorado. In his free time, Dustin enjoys spending time with his dog Layla, watching and attending sporting events and concerts, staying active in personal fitness and enjoying good barbecue.
Isabel has been with Day Webb & Associates and affiliated with Northwestern Mutual Wealth Management Company since 2013. She currently holds active FINRA series 6 and 63 securities licenses along with her Life, Health and Long-Term Care insurance licenses. Isabel’s responsibilities include client servicing for both wealth management accounts and insurance related programs, client on-boarding, and oversees the Day Webb client experience.
Isabel is a Colorado native and married to Daniel Webb. Together they share 2 children Harrison and Henry. Isabel is a Clemson football enthusiast and loves to dance.
Sameer Shah MD
Client Service Coordinator
Sameer joined Day Webb & Associates in 2022 and has been affiliated with Northwestern Mutual Wealth Management Company since 2021. He currently holds active FINRA series 6 and 63 securities licenses along with his Life, Health, and Long-term Care insurance licenses. Sameer coordinates client servicing for both wealth management accounts and insurance related programs, client on-boarding, and assists with the Day Webb Fee-Based Planning experience.
Sameer met his wife Janice in medical school where he graduated with a Medical Degree in 2012, and now chooses to aid our community and clients in enhancing their financial health. He and his wife welcomed their first child, a beautiful baby boy, in the fall of 2021. In his free time, Sameer enjoys playing golf, softball, and skiing. He also volunteers his time helping refugee families in his community of Broomfield.
Jacob joined Day Webb & Associates in 2024 and has been affiliated with Northwestern Mutual Wealth Management Company since 2023. Prior to joining Day Webb & Associates, Jacob served as a financial representative with Northwestern Mutual. In May of 2023, he graduated from The University of Colorado Boulder with a bachelor’s degree in economics and currently holds active FINRA series 6 and 63 securities licenses along with his Life and Health insurance licenses. Jacob assists with Day Webb’s client on-boarding and account management experience, as well as client servicing for both wealth management accounts and insurance related programs.
As a transplant from Pennsylvania, Jacob moved to Colorado in 2019 to pursue his bachelor's degree and explore the Colorado wilderness. In his free time, Jacob enjoys all the outdoor activities Colorado has to offer, from hiking and skiing, to rafting and biking. Whether attending Red Rocks shows, Rockies games or skiing in June, Jacob is always pursuing his next adventure.