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Your Team

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®

Partner and Wealth Management Advisor

Hollee Ann Kier CLTC®

Partner and Financial Advisor

Daniel L Carlson RICP®

Partner & Wealth Management Advisor

David J Condron CLTC®

Partner & Wealth Management Advisor

Lisa A Hood

Chief Financial Officer

Alana Smith AWMA®

Senior Director of Operations

Jaime Escobar

Director of Client Services

Emily Baker

Director of Client Relations and Marketing

Shawn C Sagastume

Director of Insurance Client Services

Jonathan Samuel Crooks AWMA®

Associate Wealth Management Advisor

Angelina Leonetti

Marketing Manager

Kevin Folliet RICP®

Investment Analyst

Jarrett W Tsai

Research Analyst