Patricia E. Monat, CFP®
President & Partner
Patricia has been a CERTIFIED FINANCIAL PLANNER ® Professional since 1990 and is an OSJ with Woodbury Financial Services, Inc. She brings over 35 years of sound financial planning experience to our clients as President. Pat specializes in Portfolio Management, Retirement Income Strategies and Wealth Preservation. She works closely with our clients Attorneys, CPA’s and other professionals to assure every opportunity is considered. Pat has been a board member of the CFNEIA (Community Foundation of NE IA) for over 4 years and is currently serving as Chairman. Pat is also a member of the Blawk Hawk County Estate Planning Council. Pat lives in rural Jesup and truly enjoys the country life.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.