Joshua D Montanez, CFP®

Financial Advisor

My Team

I take customer service very seriously. So does my staff. Together, we are committed to providing exceptional customer service to all of our clients.

If you need to schedule an appointment or request any other service, please let us know. We will respond promptly.


Caroline A Montanez

Office 479-715-8819
Caroline grew up in Arkansas and graduated from the University of Arkansas with a background in Marketing and Business Economics. After many years in the Marketing industry, Caroline joined her husband's team at Northwestern Mutual in December 2017 as an Assistant Financial Representative and Client Relations Manager. She personally feels Northwestern Mutual is a perfect fit for her as she loves being able to help others in ways that are truly beneficial for their life and family. Servicing Montanez Financial clients is what she loves doing! Away from work, Caroline enjoys spending time with her two dogs, gardening, going to Razorback games and traveling with Josh!

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