Team

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...

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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...

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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...

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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...

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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,...

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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...

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Elliott is originally from Clarion, Iowa and graduated from the University of Northern Iowa with a degree in Business Management Administration. He joined Monat Wealth Management in the spring of 2019. Elliott is currently serving as...

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