My Team

Helping you achieve your financial goals is the commitment you have from me and my team. We are committed to delivering excellence in client service. Please don’t hesitate to contact me or any of these individuals if you have a question or a request. We will respond promptly.


Caroline A Montanez

Office 479-715-8819

Caroline grew up in Jonesboro, Arkansas and was a Razorback fan from a young age. Following the family tradition, she went to the University of Arkansas and graduated with a double major in Marketing and Business Economics. Following graduation, she went on to work a few years in the Marketing industry in Rogers, AR. While she enjoyed this, she decided to join her husband's team at Northwestern Mutual in December 2017 as an Associate Financial Representative.

She personally feels Northwestern Mutual is a great fit for her as she loves being able to find ways to help others. Servicing Montanez Financial clients is what she loves doing! Away from work, Caroline enjoys spending time with her two dogs, gardening, spending time with loved ones, going to Razorback games and planning their next trip!


Joshua D Montanez, CFP®

Financial Representative


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