Network of Specialists

Through Northwestern Mutual, I have access to a Network of Specialists. We help each other, share ideas and common values, and leverage each other's talents to help you achieve your personal dream of financial security.

 
Bob Skaggs, CLU<sup>®</sup>, ChFC<sup>®</sup>, CFP<sup>®</sup>

Bob Skaggs, CLU®, ChFC®, CFP®

Estate & Business Planning Specialist
Our Estate & Business Planning Specialist assists clients with estate, business and executive benefit needs.

Bob grew up in Bartlesville, Oklahoma, the fifth of six kids. He graduated from Oklahoma State University, where he earned his Bachelor of Science degree in Economics in 1982. While at OSU, Bob gave his life to Jesus Christ through the influence of Campus Crusade. He also met his wife, Kay, on a blind date while at OSU and they have now been married for 37 years.

Bob and Kay reside in Tulsa and have three children, Emily, Will and Jay. Emily is married to Jon and they have three children, Libby, Sam and Gideon. Will is married to Jordan and works as a photographer and graphic designer in Milwaukee. Jay is a recent graduate of Oklahoma State University, working in the Investment Operations Department at Northwestern Mutual.

Bob and Kay are active in a new church plant in midtown Tulsa called Cornerstone. They enjoy a rich set of friendships there and enjoy traveling and staying active in various ways.

Bob loves baseball. He coached numerous little league teams through the years, as both of his sons are avid lovers of the sport as well. All of the Skaggs are St. Louis Cardinal fans.

In his free time, Bob enjoys exercising-- he ran 11 marathons from 1998-2006--reading and studying God's Word, and spending time with his wife, kids and grandkids.

 
David J Thompson, CLU<sup>®</sup>, ChFC<sup>®</sup>

David J Thompson, CLU®, ChFC®

Estate & Business Planning Specialist
Our Estate & Business Planning Specialist assists clients with estate, business and executive benefit needs.

Mr. Thompson graduated from Vanderbilt University in 1992 with a Bachelors of Science.  After graduation, he worked as Assistant Golf Professional under Todd Jones at the Golf Club of Oklahoma while trying to make a mark in the career of professional golf.

In November of 1994,  he decided that he would instead try to make a mark on the lives of others in his community by starting a career with Northwestern Mutual in Tulsa, Oklahoma.  He has just recently celebrated his 20th year with Northwestern Mutual and continues to grow his practice in Fayetteville, Arkansas.

 
David L. Houston

David L. Houston

Estate & Business Planning Specialist
Our Estate & Business Planning Specialist assists clients with estate, business and executive benefit needs.

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.

 
Joshua D Montanez, CFP<sup>®</sup>, ChFC<sup>®</sup>

Joshua D Montanez, CFP®, ChFC®

Financial Advisor

Josh started Montanez Financial - Northwestern Mutual in 2012 in Nashville, TN before relocating to Northwest Arkansas. Montanez Financial is a comprehensive financial planning team creating financial plans with personalized insurance and investment strategies. Our goal is for you to be able to do the things that matter most, with the people who matter most, now and for years to come. 

Through the relationships he has built, Josh has found enjoyment working with professionals, closely held business owners, and forward-thinking families. Josh and his team of specialists pride themselves on having a trusted relationship with their clients with a long-term view on their personal, professional, and financial aspirations. While being a fully licensed Financial Advisor and CERTIFIED FINANCIAL PLANNER®, Josh chooses to run his practice based on goal oriented and risk adverse planning.

Originally from Little Rock, AR, Josh graduated from the University of Arkansas and has loved supporting the Hogs ever since. Josh and his wife Caroline have two dogs, Emma and Fred, who keep their hands full! In their spare time, they enjoy traveling, cooking, and watching the Razorbacks.

Josh & Caroline stay involved in the community spending a majority of their charity efforts focused towards Arkansas Children’s Northwest Hospital. For the last three years, they have hosted a toy drive with friends, family and clients to donate to Arkansas Children’s Northwest just in time for the holiday season. Beginning in 2019,  they have partnered with Beads of Courage® to bring the program to the Arkansas Children’s Northwest Hospital. Beads of Courage® is a non-profit organization that provides innovative Arts-in-Medicine programs for children coping with serious illness, their families and the clinicians who care for them.

 
Race A. Hobson

Race A. Hobson, CFP®, ChFC®

Financial Advisor

 

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