Get to know my dedicated team

Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.

Photo of Wealth Management Advisor Matthew Monaghan

Matthew Monaghan

CFP®, CLU®, ChFC®, RICP®

Wealth Management Advisor

Matt was drawn to this career because he gets the opportunity to help people every day. Supporting clients reach their goals and delivering help that’s desperately needed when our contingency plans need to be exercised is why Matt loves his career.

Matt’s clients value long term planning and aren't looking for a take shortcut. He strives to help his clients develop a clear financial direction, certainty in where they want to go, and progress towards those goals.

Matt began his career with Northwestern Mutual in 2009, as an intern. In 2019, he earned the CERTIFIED FINANCIAL PLANNER™ professional certification.

He and his wife Meredith live in Waterloo with their daughter, Emma, and son, Graham. They enjoy attending Northern Iowa and Notre Dame athletic events. Matt is an avid golfer and CrossFit enthusiast.

Currently, he is a Black Hawk County Estate Planning Council member and serves on the investment committee for the Community Foundation of Northeast Iowa.

Get in contact with Matt

Photo of Director of Insurance Operations Trudy N Ohrt

Trudy N Ohrt

Director of Insurance Operations

As a part of our organization, Trudy is committed to exceptional customer service for all of our clients. Trudy joined Northwestern Mutual in January of 2015 and has partnered as our Director of Insurance Operations. Clients can contact Trudy for making policy or contractual changes, and general servicing related to accounts.

Trudy and her husband, David, reside in Cedar Valley. They have one son, Devin, who is a graduate of Columbus Catholic High School. Trudy enjoys traveling, volunteering, and spending her time with family.             

Get in contact with Trudy

Photo of Marketing and Client Relations Specialist Elli Hartzler

Elli Hartzler

Marketing and Client Relations Specialist

Elli is your go-to person to find time on Matt's calendar. Don’t be surprised if she gives you a call or shoots you an e-mail. She will be reaching out to schedule meetings and inviting you to upcoming events. Elli joined the team at the beginning of 2025 and strives to provide a great client experience.

 

When you get her on the phone, feel free to share your next travel destination or favorite campsite. She is always looking for her next place to explore.

Lending a hand in the community.

As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment and survivors from late effects. Here are some of the organizations we partner with:

Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)

ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.

Alex's Lemonade Stand logo

Here are my areas of expertise

Financial Planning

Insurance Protection Strategies

Life Insurance Strategies

Retirement Planning & Income Strategies

Education Planning & Funding

Disability Planning

Multigenerational Planning

Estate Planning