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

Dan is committed to helping you get closer to your dreams. When you partner with us you can expect a judgment-free, pressure-free environment while building an authentic, durable, and long-lasting relationship through our customized financial planning experience.

After more than a decade in Washington, DC, Dan and his wife, Erin, relocated to Erin’s hometown of Tampa, Florida. While still maintaining a national presence across a number of major metropolitan areas around the country, Tampa has quickly become home for Dan & Erin. Most recently, they welcomed their son, Cameron, to the world in 2021. Dan, Erin & Cameron enjoy spending time with friends, family and traveling. Dan played golf collegiately at Davidson College and still enjoys playing whenever possible. Dan & Erin are members at the First Presbyterian Church of Tampa and are each involved in numerous other charitable and philanthropic causes at the local and national levels.

I'm committed to helping you get closer to your dreams. When you partner with me, you can expect a judgment-free, pressure-free environment with conversations that will be jargon-free. I strive to provide you the best experience possible.

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.

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.

Jaime Escobar is the Director of Operations for Daniel Carlson. Jaime began working with Dan in 2011 and is an integral member of the team. She has 13 years of financial security planning experience and is a licensed & registered associate financial representative. Jaime is a graduate of the University of South Carolina (Columbia) where she earned a degree in Journalism and Mass Communications.

Summary

• Bachelor of Arts (Florida State University)

Professional Background

Emily began her career in marketing with an Orlando-based agency. With over 5 years of marketing experience under her belt, she moved to St. Petersburg in 2024 has been with Artistry Wealth Management since the beginning of 2025. She currently serves as our Director of Client Relations & Marketing.

About Me

Emily was born and raised in Orlando, FL and graduated from Florida State University in 2021. She is a proud pet mom to 2 cats – Winnie and Zoey. In her spare time, she likes to watch movies, be surrounded by friends, and soak up the sun in any way possible. On the weekends, she finds time to cultivate her creativity through different mediums, the latest being pottery courses.

Summary

Shawn Sagastume began his career in financial services at Northwestern Mutual in 2012 and has since grown into his role as a Director of Insurance Client Services. He takes a client-first approach to financial planning, focusing on personalized insurance and investment strategies to help individuals and families navigate their financial futures with confidence. With a Bachelor’s degree in Finance and a Series 7 certification, Shawn brings expertise in securities and financial markets to every client relationship.

Professional Background

Committed to helping clients make informed financial decisions, Shawn works to develop strategies that align with each client’s unique needs and aspirations. He believes in building long-term relationships rooted in trust, transparency, and a clear path toward financial success.

About Me

Outside of work, Shawn enjoys spending time with his younger brother, Matthew, and supporting him in his sports endeavors. Raised in St. Petersburg, he is a passionate Tampa Bay Buccaneers fan and makes it a tradition to travel with friends each year to see them play an away game. He is also an avid golfer and proudly counts a hole-in-one among his personal achievements.

Summary

• Bachelor of Science in Finance, University of South Florida
• Finra registrations: SIE, series 7 and 63
• Life, Health, Variable Annuity and Long term care insurance licenses

Professional Background

Jon began his career as an intern at Northwestern Mutual in 2022, and officially joined the team in 2024 as an associate wealth management advisor. Jon holds his SIE, series 7 and 63 FINRA registrations and is currently pursuing his MBA at the University of south Florida expecting to graduate in the Summer of 2025.

About Me

Jon was born and raised in St Pete Florida, where he enjoys spending time with his family. He attended USF for both his undergraduate degree and his current MBA pursuit. When he is not focusing on his career or studying you can find him either in the gym, on the golf course or in a boat fishing.