Shannon Hotte is an Associate Wealth Management Advisor who brings 30 years of financial service industry experience to our team. Shannon earned her Bachelor of Business Administration in finance from the University of Cincinnati. She spent over half of that time assisting high-net worth clients as first a Private Banking Service Coordinator and then as a Private Banker. Shannon’s knowledge and experience in the banking industry is a great asset to our financial planning business. Her focus is assisting clients in the personal financial planning process.

Shannon is licensed in Oklahoma for Life, Health, Disability, Long-Term Care, and Annuities. She also maintains securities Series 7 and 66 licenses.

Shannon and her husband, Barry, have two children and two grandchildren. Shannon enjoys spending time with her family and being outdoors.

Tim was born in Cedar Rapids, Iowa and moved to Edmond, Oklahoma in 1980 where he attended Edmond Memorial High School. After high school, Tim played collegiate baseball and graduated from the University of Central Oklahoma receiving his Bachelor’s Degree in Marketing. After college, he worked in marketing for 11 years for Enterprise Holdings before starting his financial career. He went on to work for Merrill Lynch and Charles Schwab servicing High-Net worth clients before joining Houston Financial services as the Director of Investment Services in 2016. Tim is currently licensed in Oklahoma for Life and Health Insurance. He also maintains his Series 7 and 66 Licenses.

Tim can partner with you to understand your financial goals and provide investing guidance. You’ll understand where your money is invested and why, how your investments are performing, and how much it’s costing you. Plus you’ll have access to Northwestern Mutual portfolio management expertise, market insights, and specialists. It’s a modern approach to wealth management.

Tim has been happily married to his wife Andrea, since 2000. Together, they have three children, Alexis, Austin, and Aubrey. Tim enjoys playing golf, spending time with his family and attending his children’s sporting events.

Ryan was born in Edmond, OK and graduated from Edmond Memorial High School. He attended Southern Nazarene University and received a Bachelor’s Degree in Finance. While at SNU, he was involved with the athletic program playing baseball.

Ryan was a Financial Representative with Northwestern Mutual before joining the Houston Financial team. He will be working in the areas of case preparation, underwriting and servicing of the life, disability and long-term care products. He will also be assisting clients with onboarding to the Northwestern website and helping the Houston Financial office become "digitally savvy".

Ryan enjoys traveling and spending time outdoors.

Becca grew up in Bethany, OK and graduated from Oklahoma State University with a degree in Business Administration, in 2018. She is Houston Financials’ Director of Client Services and focuses on scheduling appointments, managing requests and assisting clients with their existing policies and accounts.

Becca enjoys traveling, attending sporting events, and spending time with her family and friends.

Mike was born into an Air Force family and grew up living in different states during his father’s military service.  He graduated from Plymouth State University in Plymouth, New Hampshire with a Bachelor of Science degree in Business Marketing.  After college, Mike began working in the newspaper advertising business- first in Portsmouth, New Hampshire then later in Tyler, Texas. His financial service career began in 1990 when he moved to Midwest City, OK and married his wife Elizabeth. Mike started out as a Commodity Broker with Equity Traders, and later worked for Edward Jones as an Investment Representative. In 1993 he went to work for Charles Schwab & Co. Inc. as a trader.  He later had different job titles and responsibilities that included Bond Coordinator, Operations Manager, and Financial Consultant during his 26-year career.

As an Associate Wealth Management Advisor, Mike brings to our team a great deal of experience helping clients develop an investment strategy that is customized to achieve their goals based on comprehensive risk management while allocating assets strategically.  Investment strategy is an on- going process since it is adjusted based upon future market dynamics and client life events.  Working with Mike, you will have access to years of expertise, market insights and Northwestesrn Mutual specialists.

James was born in Elkhart, Kansas, and attended school in Hooker, Oklahoma.  He graduated from Oklahoma Christian University with a bachelor’s degree in business administration and subsequently moved to the Dallas/Ft. Worth area to begin a career in financial services.  He completed his MBA at the University of Dallas and passed the CERTIFIED FINANCIAL PLANNER™ (CFP®) professional exam to further his knowledge and understanding of financial planning.  In addition to his financial planning experience, James has also held both banking and accounting positions.

Coupled with his extensive financial education and twenty-five years of industry experience, James can partner with you to navigate and simplify the complex process of financial and retirement planning.  He is well versed in assisting clients as an Associate Wealth Management Advisor.

James has been married to his wife Kela since 1993.  They have three children: Emma, Sara, and Jack.  James enjoys spending time with his family, listening to music, reading, and soaking up the great outdoors.

Kim has been a part of Northwestern Mutual since December 2011. She started working for NM as an Associate Financial Representative in the Tulsa office. In 2015 she moved to OKC and transferred to our district office. Kim is licensed in Life, Accident, Health, and LTC in OK and TX and is also working towards more industry knowledge.

Kim was born in England but moved to Wichita, KS at the age of five. She was raised in Wichita, moved to Oklahoma in 2009, and became a US Citizen (voluntarily) in 2012. Since 2010 she has been married to Jeff, a USMC Veteran who served in the Iraq & Afghanistan wars between 2003 To 2007. He is now the Head of Operations for a corporate technology firm and travels around the country. Together they have three children, Addison (10), Liam (7), and Brinley (5) and one fur-baby Amelia (13). When Kim isn’t at work you will find her advocating for Liam who has Autism & ADHD, driving kids back and forth between sports and activities, sailing, baking, gardening, reading, hiking, spending time outdoors, planning her next vacation, and finishing her Bachelor’s Degree in Human Resources Management.

Kim is very passionate about the work that she does and the role NM plays in client’s lives. You often hear her say that this is her “happy place”.  On a day to day basis you will find her working on Matt’s personal planning practice, dealing with client requests, keeping track of Matt & his calendar, and working on District business to name a few.