Joshua D Montanez

Josh started Montanez Financial in 2012. Montanez Financial pride themselves on not being a commodity but having a trusted relationship with their clients with a long-term view on their professional and financial aspirations.

As a business owner himself, Josh enjoys working with closely held businesses in our community. He also spends time working with individuals in the corporate space helping plan around restricted stock units, fluctuating target incentives, deferred compensation, etc. Josh finds enjoyment working comprehensively with specialists across multiple fields as the quarterback to his client's financial plans.

Originally from Little Rock, AR, Josh graduated from the University of Arkansas and has loved supporting the Hogs ever since while being a part of the community in Northwest Arkansas. Josh and his wife Caroline have a son, Ethan, and two dogs, Emma and Fred, who keep their hands full! When not in the office, they enjoy traveling, cooking, and watching the Razorbacks.

Caroline, Josh’s wife, joined Montanez Financial in 2017 after leaving a senior level role at a major social media marketing firm. Caroline's favorite part of working at Montanez Financial is seeing our client's achieve steps in their unique path to their idea of financial success. Caroline oversees in the creation and management of our client's financial plan recommendations. She also oversees the overall management of our Montanez Financial internal team. 

Born and raised in Arkansas, Caroline is an avid Razorback fan and graduated from the University of Arkansas in 2014 with a double major in Business Economics and Marketing. She is the proud mother of Ethan Montanez, a feisty and mighty two-year-old! 

Chace's focus at Montanez Financial is to manage the implementation and ongoing organization of our client's accounts and financial plans. She also manages the marketing and media for our team. Chace aims to positively contribute her background in business administration along with her years of customer service expertise to Montanez Financials’ high standard of client services. Northwestern Mutual’s mission to help people navigate their unique situations and reach their specific goals is a purpose she aspires to implement into every client relationship.

Chace is from Jonesboro, Arkansas but now proudly calls Northwest Arkansas home. Her leisure time is typically spent gardening, thrifting, and traveling every chance she gets with her boyfriend, Cade and dog, Timber.

Evan is passionate about investments and helping clients achieve financial freedom. He brings over 10 years of experience in the finance and investment industry. Evan enjoys building relationships with clients and aligning them with Northwestern Mutual’s mission to help people navigate their unique situations and reach their specific goals. Evan is originally from Fort Smith, AR, moved to Fort Worth, TX, after graduating from the University of Arkansas, and is now proudly calling Northwest Arkansas home again. Evan and his wife Sara have a daughter, Maeve, and a golden retriever named Teddy. When not in the office Evan enjoys spending time with his family outdoors, listening to music, and watching sports.