Team
Patricia Monat, CFP®
President, Investment Advisor Representative of Woodbury Financial Services
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....
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...
Mikal is a fall 2020 graduate of University of Iowa with a BBA in Finance. Mikal is a Waterloo native and a graduate of Columbus High School. He was previously an intern for Monat Wealth Management in the Summer of 2019 and joined the...
Kathleen Kennicott
Vice President - Dysart Branch, Investment Advisor Representative of Woodbury Financial
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...
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...
Grace Tolliver is the newest member of our team. She is originally from New Hampton, Iowa and is a recent graduate of University of Northern Iowa. Grace is working as an administrative assistant and eventually working...
Julia is the newest member of our Monat Wealth Management team. She is originally from St. Louis, Missouri, and is a recent graduate of Lindenwood University in St. Charles, MO. Julia is serving as an administrative...
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,...