Brian’s primary responsibilities are financial planning, investment analysis and relationship management.
Before joining the team at Mendota Financial Group, LLC Brian served high net worth clients as the Vice President of Investment Management at Thompson Investment Management in Madison, WI. Prior to that he was the CFO for North American Mechanical, Inc. (a wholly owned subsidiary of Comfort Systems USA, Inc.) He served in that position concurrently with various other positions related to the parent company and sister companies for nearly nine years.
Brian earned a Bachelor of Science degree in Economics from the University of Wisconsin – Madison in 1987 and a Master of Science degree in Accounting from the University of Wisconsin – Whitewater in 1991. He also holds Certified Public Accountant and Personal Financial Specialist designations and is a member of the American Institute of Certified Public Accountants and the Wisconsin Institute of Certified Public Accountants.
He participates in many sports and greatly enjoys the outdoors (particularly during winter) and enjoys spending time with his wife Beth, daughter Katherine, son Jack and dog Nash. Brian resides in the Madison area.
