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Your Team

Team photo

Our team is passionate about the art of financial planning, and we’re privileged to help others craft beautiful lives through creative wealth management. We genuinely love teaching and helping people, and we work together to serve our clients with distinct excellence. We know that choosing an advisor requires immense trust, so we work hard to earn your loyalty with honesty, care, and world-class service. We become your dedicated partner, guiding you through life, communicating constantly, and looking after your best interest in everything we do. We’re honored to be part of your story, and we’ve intentionally built a multigenerational firm so we can serve you and your family for generations to come.

David Hood CFP®, CLU®, ChFC®, CLTC®, RICP®

Co-Founder and Wealth Management Advisor

Hollee Ann Kier CLTC®

Co-Founder and Financial Advisor

Lisa A Hood

Chief Financial Officer

Tara Kay Johnson J.D.

Director of Client Relations and Marketing

Ryan Poole

Director of Investment Services

Alana Smith AWMA®

Associate Wealth Management Advisor and Investment Operations Manager

Angelina Leonetti

Marketing Manager

Kevin Folliet RICP®

Investment Analyst

Jarrett W Tsai

Research Analyst