Artistry Wealth Team
When choosing the right financial advisor for your family and/or business, we know that it requires a lot of trust. We honor that trust by taking customer service very seriously and by surrounding ourselves with a team that is equally committed to providing an exceptional client experience.
If you need to schedule an appointment, make changes to your policy, submit a claim, or request any other service, please reach out to me or anyone on my team. We are all happy to help and will respond promptly.
David Hood , CFP®, CLU®, ChFC®, CLTC®, RICP®
Co-Founder and Wealth Management Advisor
David Hood , CFP®, CLU®, ChFC®, CLTC®, RICP®
Co-Founder and Wealth Management Advisor
SUMMARY
- Bachelor of Science in Business Administration (University of South Florida)
- CERTIFIED FINANCIAL PLANNER™ professional
- Chartered Life Underwriter
- Chartered Financial Consultant
- Certified in Long Term Care
- Retirement Income Certified Professional
- FINRA Registrations: Series 7, 65 and 63
- Life, Health, Variable Annuity, and Long Term Care Insurance Licenses
PROFESSIONAL BACKGROUND
After devoting 15 years in corporate management and venture capital placement, David realized he wanted a career that allowed him to use the important business principles he’d mastered in the corporate sector to help individuals and their families make better financial decisions. His extensive experience also provides him with the ability to continue working with business owners and their key employees to provide unique perspective and valuable advice.
ABOUT ME
David has called Florida and the Tampa Bay area his home for over 40 years. He has been married to his beautiful wife, Lisa, for over 35 years and they are the proud parents of two amazing kids, Ashley and Matthew, and have one granddaughter.
When he is not working on his client’s financial plans, David enjoys spending time supporting local sports and live entertainment venues. David and Lisa enjoy their trips to NYC for Broadway shows whenever possible. David considers himself a “foodie” and wine connoisseur – you can often find him supporting our local restaurants over a good bottle of wine and wonderful company.
AWARDS and RECOGNITION
Million Dollar Round Table Qualifying Member (2003-2005, 2007, 2009, 2012, 2017)
MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT
National Association of Insurance and Financial Advisors Quality Award (2013-2018)
Award recognizing commitment to excellence in service to clients and industry
National Quality Award (2003, 2005-2007)
Award recognizing persistency and performance
SUMMARY
- Bachelor of Science in Business Administration (Warner University)
- Certified in Long Term Care
- FINRA Registrations: Series 6, 65 and 63
- Life, Health, Variable Annuity, and Long Term Care Insurance Licenses
PROFESSIONAL BACKGROUND
Hollee Kier brings over 33 years of experience in the financial services industry and business ownership. She joined Northwestern Mutual in 1999 and quickly propelled into a servant led position. She was offered a leadership role and was appointed as a Field Director in 2005 and then went on to Managing Director in 2008, in which she successfully served until 2020.
Hollee is excited to now combine efforts with David to serve her clients in the most impactful way she can. Hollee believes that the key to success in this business is to keep focused on the goals of your clients. Hollee feels that the more lives you touch, the greater the impact on the community and on people's lives from one generation to the next.
ABOUT ME
Hollee has been married her husband, Brian, for over 39 years. They have two beautiful children that have blessed them with three beautiful grandchildren. It has been Hollee and Brian's greatest pride in setting an example of a healthy marriage for their children. Their daughter, Kacee, joined Northwestern Mutual and further followed in her mother's footsteps in 2021 when she took the reins in leading the St. Petersburg office. They are proud of their son Brett, who serves the community as a detective for the sheriff's department.
In their spare time, Hollee and Brian enjoy all that Florida has to offer! Their whole family loves to paddle board, sail, power boating and just about anything that will allow them to be on the water! They love traveling and checking off their bucket list items of places to go and things to do! Who knows where you will find them next?!
AWARDS and RECOGNITION
Million Dollar Round Table Qualifying/Life Member (2003-2004, 2006-2007, 2011, 2014-2017, 2018-2020 (Life Member status))
MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT
National Association of Insurance and Financial Advisors Quality Award (2012, 2015-2018)
Award recognizing commitment to excellence in service to clients and industry
National Quality Award 2002, 2005, 2007-2009
Award recognizing persistency and performance
SUMMARY
- University of South Florida
PROFESSIONAL BACKGROUND
Lisa began her career with Northwestern Mutual in 2010 and joined our team as Chief Financial Officer and controller in 2011. Lisa has previously held a variety of controller positions and previously ran her own travel advising agency. Lisa serves our team by overseeing operational accounting, financial reporting and human resources needs.
ABOUT ME
Lisa and David have been married for over 35 years and are the proud parents of two amazing kids, Ashley and Matthew. They are also thrilled to take on the role of new grandparents to a beautiful baby girl! In her spare time, Lisa enjoys traveling, Broadway shows in NYC, and good food and wine with family and friends.
Tara Kay Johnson , J.D., AWMA®
Director of Client Relations and Marketing
SUMMARY
- Bachelor of Science in Criminal Justice (East Carolina University)
- Juris Doctor (Elon University School of Law)
- FINRA Registrations: SIE, Series 7 and 63
- Law Licenses: North Carolina State Bar
- Life, Health, Variable Annuity, and Long-Term Care Insurance Licenses
PROFESSIONAL BACKGROUND
Prior to joining Northwestern Mutual back in 2019, Tara was a practicing attorney for nine years. Tara began her career with Northwestern Mutual in 2019, joining Artistry Wealth Management in 2021 as an Associate Wealth Management Advisor. She now serves our clients and team as our Director of Client Relations and Marketing.
ABOUT ME
Tara and her husband are the proud parents of a smart and beautiful little girl and pup-parents of an aussiedoodle. In her free time, Tara enjoys live music, Broadway shows, kayaking with her husband and daughter, crafting, and diving into murder mystery books and podcasts.
SUMMARY
- Bachelor of Science (University of Florida)
- FINRA Registrations: SIE, Series 6 and Series 63 securities registrations
- Life, Health and Variable Annuity Licenses
PROFESSIONAL BACKGROUND
Ryan joined Northwestern Mutual in November of 2015 and came to Artistry Wealth Management in 2022. Ryan is responsible for opening and servicing investment accounts. He has six years of financial services experience and has obtained his FINRA Series 6 and Series 63 securities licenses as well as his Florida Life & Health Insurance and Annuity license.
ABOUT ME
Ryan was born and raised in St. Pete, FL and graduated from the University of Florida in May of 2013. In his free time he's usually fishing around the Tampa Bay area, golfing, watching soccer, traveling, and spending time with friends and family
SUMMARY
- Bachelor of Science in Criminal Justice (University of Illinois at Chicago)
- FINRA Registrations: SIE, Series 6, 7 and 63
- Life, Health, Variable Annuity, and Long-Term Care Insurance Licenses
PROFESSIONAL BACKGROUND
Alana began her career with Northwestern Mutual and our team in 2018. She is an Associate Wealth Management Advisor and currently serves as our Director of Planning and Operations. Alana holds both her Series 6 & 7 FINRA Registrations and is currently pursuing a Certified Financial Analyst Certification.
ABOUT ME
Alana was born and raised in the Midwest. She is married with a baby boy and two dogs – a Great Dane Lab mix and a Husky. In her free time, she likes to go on hikes, binge watch TV and compete in races. She has completed 4 Tough Mudders, a Ragnar Relay and a half marathon.