Staff
We take client service very seriously. Together as a team we are committed to providing exceptional service to all of our clients.
If you need to schedule an appointment or request any other service, please let us know. We will respond promptly. You may call or email us for assistance.
Traci A Crowley
Associate Wealth Management Advisor
traci.crowley@nmfn.com
(303) 444-8840
Traci Crowley; Associate Wealth Management Advisor. Traci has worked with Dan Day since 1998. Traci's primary responsibilities include assisting in the development and implementation of our client's fee based financial planning in conjunction with Wealth Management Advisor Dan Day. Traci is also the principal liaison for client insurance and risk management related planning.
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Sheryl Gerber
Associate Wealth Management Advisor
sheryl.gerber@nmfn.com
(303) 444-8840
Sheryl Gerber; Associate Wealth Management Advisor. Sheryl has worked with Dan Day since 2001. Sheryl assists Dan Day with our clients' day to day wealth management operations and is our clients' principal liaison for wealth management services. Wealth management products and services include fee-based financial planning and investment advisory planning and programs.
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As representatives of the Northwestern Mutual Financial Network, Wealth Management Advisors can offer insurance products and brokerage services, in addition to the investment advisory services offered through Northwestern Mutual Wealth Management Company. Wealth Management Advisors assemble a team of staff members to assist them in serving client needs. Staff members may represent certain companies associated with the Northwestern Mutual Financial Network in order to support Wealth Management Advisors but may not represent all companies. As a team, Wealth Management Advisors and their staff are committed to helping clients achieve financial security.
