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.
In 1978, at age 25, Mr. Houston became President of a $10 million, four employee savings bank. By 1991, the bank had grown into a $600 million institution with over two hundred employees and sixteen offices. Mr. Houston retired from banking after sixteen years as President and CEO of this Oklahoma-based institution. The bank and related assets acquired under Mr. Houston’s direction sold for $125 million.
Mr. Houston’s career includes a successful IPO at age 28 and numerous other mergers and acquisitions with totals in excess of $6 billion. This experience has been in financial services, healthcare, and the energy sectors. He has served on numerous local, state, and national boards and commissions. In 1991 Mr. Houston founded Houston Financial, a vertically integrated wealth management firm that serves high net worth clients with their business and personal planning, investments, insurance and wealth management needs.
Recognition and Awards
David L. Houston was recognized as Northwestern Mutual's Top Financial Representative for 2014.
David and Denise have been happily married for over 40 years. Together they have two sons and 7 grandchildren. In his spare time, David enjoys playing golf, spending time with his family and is an active member at Crossing Community Church where he sings in the choir.
David is actively involved in his community, and regularly volunteers his time and energy with the following groups:
- Oklahoma State University Foundation - Board of Trustees
- Gaillardia Country Club
- Crossing Community Church
- YMCA of Greater Oklahoma City - Vice Chair
- Leadership Oklahoma
- Leadership Oklahoma City
- Downtown Rotary Club - Paul Harris Fellow
- Oklahoma Foundation for Excellence
- Deaconess Hospital Board - Former Chairman
- Economic Club of Oklahoma
- State Ethics Commission - Former Chairman
- State Chamber of Commerce - Achievement Award
Matt was born in Woodward, Oklahoma. He and his family moved to Oklahoma City where he grew up and graduated from Putnam City North High School. Matt then attended Oklahoma City University and received his Bachelor’s Degree in Business Administration focusing in Management and Finance. During his time at OCU, he was involved with the athletic program playing baseball. After three years of college and becoming two-time All-American, Matt was drafted by the Baltimore Orioles in the 2003 First-Year Player Draft. Following four years of professional baseball and playing in the Minor League All-Star game, Matt completed his college degree. He retired from the Orioles organization and joined Houston Financial, a family run financial service and advisory practice in Oklahoma City.
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.