Who We Are

Daniel A. Gresch, CFP™, ChFC

Dan is a co-founder and Principal of Mendota Financial Group, LLC. His primary responsibilities are financial planning, relationship management, portfolio accounting and managing the day to day operations.

Dan’s prior experience includes working as the lead financial planner for a Madison area firm where he managed the planning process, supervised and coordinated employee workflow and served as a mentor.

Dan received his bachelor’s degree from the University of Wisconsin. He is a Certified Financial Planner® and Chartered Financial Consultant.

Dan is a member of the Financial Planning Association, Downtown Madison, Inc and Four Lakes Yacht Club. He enjoys boating, camping, hunting and fishing. Dan resides in Madison with wife Angie, daughters Bailey and Anya and sons Anton and Gavin.

E-mail Daniel at: dgresch@mendotafinancial.com