Kurt is co-founder and Principal of Mendota Financial Group, LLC. His primary responsibilities are financial planning, relationship management and business development.
Kurt has a diverse background in the financial services industry. His prior experience includes working for Charles Schwab as the acting branch manager in Madison, financial planner for a Madison area firm and institutional consultant for Mercer, Inc. in Chicago, IL.
Kurt received a bachelor’s degree from the University of Wisconsin Stevens Point. He is currently pursuing the Certified Financial Planner Designation. Kurt is a member of Downtown Madison, Inc. and Ducks Unlimited. He is an avid outdoorsman and golfer and enjoys spending time with his fiancé and niece and nephews. Kurt resides in the Madison area.
