Professional

As a loyal and attentive Financial Advisor, I bring powerful, exciting solutions, adding value to my cilents' personal, family, and business needs.  My team and I specialize in working with business owners, female professionals, and over 140 bay area physicians. 

Professional Accomplishments

Hollee Kier  has been an asset to Northwestern Mutual brining 25 years of experience in the financial services arena.  Since she joined as a Financial Representative in 1999, she quickly distinguished herself as a very successful member of the office's financial representatives.  In her personal practice, she earned numerous honors, including qualifying for the prestigious Million Dollar Roundtable multiple times, and Forum one time.

Hollee entered management quickly and was appointed as a Field Director in 2005.  Hollee advanced to the position of Managing Director in 2008 and she hopes to grow her office to one of the top Northwestern Mutual District Offices in the country. In her role as Managing Director, she is responsible for recruiting, training and developing new representatives, as well as the day to day operations of the office. Hollee has been very successful at balancing her personal practice with her management responsibilities.

Hollee shares her vision of helping her clients with her financial representatives.  She believes in leading by example. Hollee's agency has earned the Growth Award multiple times and the Achievement Award.  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.

How can Hollee help you?

  • Overall financial planning and strategies
  • Business planning
  • If you have questions about your insurance policy and/or your portfolio

Years of Experience

Representing Northwestern Mutual since 1999.

Education

Degree Major Institution
Bachelor of Science Management Warner University

Awards and Recognition

 

Million Dollar Round Table Qualifying Member 2003-2004, 2006-2007, 2011, 2014-2017

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 2012, 2015-2017

Award recognizing commitment to excellence in service to clients and industry

 

National Quality Award 2002, 2005, 2007-2009

Award recognizing persistency and performance

 

National Sales Achievement Award 2004, 2007

Award recognizing performance

Hollee Ann Kier, CLTC®

Managing Director

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck