Houston Financial

At Houston Financial, we help business and personal clients create intentional lifestyles through proactive planning. Our team is focused on customer service and continuously providing and exceptional experience to all of our clients.

If you would like to schedule an appointment or request any other service, please let us know. Our team will respond promptly.

As representatives of Northwestern Mutual, Wealth Management Advisors can offer insurance products and brokerage services, in addition to the investment advisory services offered through Northwestern Mutual Wealth Management Company. Wealth Management Advisors assemble a team of staff members to assist them in serving client needs. Staff members may represent certain companies associated with Northwestern Mutual in order to support Wealth Management Advisors but may not represent all companies. As a team, Wealth Management Advisors and their staff are committed to helping clients achieve financial security.

 

David L. Houston

Wealth Management Advisor

Office 405-879-8880


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Matthew D. Houston

Financial Advisor

Office 405-879-8880


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Shannon I. Hotte

Director of Financial Planning

Office 405-879-8880


Email

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Tim M. Sweeney

Director of Investment Services

Office 405-879-8880


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Sarah Bowers

Financial Planning Assistant

Office 405-879-8880


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Ryan M. O'Donnell

Director of Insurance

Office 405-879-8880


Email

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Becca O'Donnell

Director of Client Experience

Office 405-879-8880


Email

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