My Team

Our team takes customer service seriously. We are committed to providing exceptional customer service and a superior level of professional advice while helping our clients achieve their financial goals.

Carolyn Erwin, Megan Martin, Cassie Mann, and Jordan Hill will be more than happy to help you with any questions you may have. They can also assist you with scheduling a meeting if you have further questions about your financial security.

If you need to schedule an appointment or request any other service, please let us know. We promise to provide you with a prompt, friendly, and knowledgeable response every time.


 
Carolyn Erwin

Carolyn Erwin

Director of Investment Operations and Services
Office 406-522-4779
Fax 406-522-4780

Carolyn has called Montana home since 2002 and is a 5th generation Montanan. She loves everything that it has to offer, especially the summers. She graduated in 2015 from Arizona State University with a Bachelor of Science in Technological Entrepreneurship and Management. She lives in Belgrade with her Black Lab/Beagle cross, Bud, and her horse, Shorty. Carolyn enjoys hiking with Bud, riding her horse, spending time at her family cabin, boating, riding dirt bikes, and being with friends and family.

Carolyn joined Northwestern Mutual in 2017. She holds a Montana license for Life & Health Insurance as well as her Series 6 & 63 Investment registrations. She is always working to ensure our clients' experiences with Northwestern Mutual are the very best.

 
Megan Martin

Megan Martin

Director of Insurance Operations
Office 406-522-4760
Fax 406-522-4780

Megan has been with Northwestern Mutual since 2018 and was thrilled to join the Waypoint Wealth Management team at the beginning of 2020. She graduated in 2009 with a B.A. in Intercultural Studies and also holds a Life & Health Insurance License. She brings a desire to see individuals and families meet their financial goals while also being prepared for life’s uncertainties.

Megan was born and raised on the West Coast, where she and her husband met while in college. Her family moved to Bozeman in 2016 and it has truly been the best place to raise their three kids and establish a community. Megan loves spending as much time as possible with her family camping, hiking, and exploring the beauty found in Montana.  She is an avid runner and finds having a race on the calendar helps keep her motivated in her training.

 
Cassie Mann

Cassie Mann

Administrative Assistant
Office 406-587-4254

Cassie is the newest member to the team and is looking forward to helping provide clients with customer service that makes them feel as though they are part of the Waypoint Wealth Management family. Cassie moved to the Bozeman area when she was four years old and has continued to live here throughout her life. She attended Montana State University and graduated in 2014 with a Bachelor of Science in Sociology. While attending MSU she met her husband and they now are enjoying the wonderful experience of raising a son together. Being outdoors, hiking, camping and fishing are some of her favorite things to do.

 
Jordan Hill

Jordan Hill

Research Analyst

What Montana has to offer has always been an escape for Jordan since he was a little kid. He grew up on his family’s ranch in northwest South Dakota and recently has been attending Montana State University. Jordan is heading into his senior year studying Financial Engineering, with a minor in Engineering Management. He has a desire to learn about everything Waypoint Wealth Management has to offer so he can improve the experience for our clients, and for our team. When not in class, or helping Zach and the rest of team, Jordan can be found mountain biking or hiking on one of the many gorgeous trails in the area.

 

Zachary E Schmidt
Financial Advisor


Waypoint Wealth Management

 

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