From my experience, many people look back on their lives with regret; not for the things they have done, but for the things they have left undone. They find they are more successful than they thought they would be and saved less than they intended. They find themselves in situations that are more complex and less predictable than they anticipated.

Plan Now for Your Future

Josh and his network of specialist's mission is to help you achieve success by design not by chance.  We use a 360° process that enables you to see how all of your assets work together to help you get to you where you want to go.

To help you meet your financial goals you need to combine a strong planning approach, a partner who listens, a well thought out process for implementing your ideas, and exceptional products.  We can help deliver that for you.  We have the abilities, resources, and the team to provide the solutions you need.

We can help you ensure your financial future is all you want it to be and to enjoy the journey there.

We look forward to being your partner in the process of success.


Thank You,


Years of Experience

Representing Northwestern Mutual since 2012.


Degree Major Institution
Bachelor of Science and Business Administration Small Business Management University of Arkansas- Fayetteville

Joshua D Montanez, CFP®

Financial Representative


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