Click here to learn more about our financial professionals by visiting FINRA's BrokerCheck.

Visit Our Offices In:

Waterloo - Jesup - Dysart

800-264-0785
contact@monatwealth.com

LinkedIn

 

Team

Patricia Monat, CFP®

President, Investment Advisor Representative of Woodbury Financial Services

319-235-7613

319-235-1015

Patricia has been a CERTIFIED FINANCIAL PLANNERTM Professional since 1990 and is an OSJ with Woodbury Financial Services, Inc. She brings over 30 years of sound financial planning experience to her clients. As President of Monat Wealth...

Read more

Adam Steenblock, CFP®

Partner, Investment Advisor Representative of Woodbury Financial

319-235-7613

319-235-1015

Adam, originally from Mason City, IA, graduated from the University of Northern Iowa with a B.A. degree in business. After joining the Monat Wealth Management team in 2007, he then went on to earn his CERTIFIED FINANCIAL PLANNERTM...

Read more

Kathleen Kennicott

Vice President, Investment Advisor Representative of Woodbury Financial

319-827-1301

319-235-1015

Kathi Kennicott joined Monat Wealth Management in 1997. She is located in our Jesup Office as well as the Eikamp Insurance Building in Dysart. Kathi is experienced in Personal and Business Retirement Strategies, Retirement Plan...

Read more

Sherry Payne

Client Services Specialist

319-235-7613

3192351015

Sherry is the friendly voice that greets clients both on the phone and in the office. She oversees all client administrative work and file management duties. In her free time Sherry enjoys spending time with her family. She currently...

Read more

Jackie Steenblock

Administrative Assistant

319-235-7613

319-235-1015

Jackie, a graduate of Iowa State University, joined Monat Wealth Management in the fall of 2006. As well as providing administrative duties for Adam, Jackie coordinates general office management and compliance. She enjoys golfing,...

Read more

Natalie Rohlfsen

Marketing Coordinator/ Administrative Assistant

3192357613

3192351015

A graduate of Buena Vista University, Natalie joined Monat Wealth Management in early 2018. She serves as an administrative assistant to Patricia, along with coordinating all marketing and client events. In her free time, Natalie...

Read more

Linda Schmit

Administrative Assistant

319-827-1301

319-827-1015

Linda has been with Monat Wealth Management since 2000. Linda works in our Jesup location and is personal assistant to Kathleen Kennicott. She enjoys crafts, sewing, and spending time with her husband, Larry, their children, and...

Read more