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634 W Main Street, Suite 302
Madison, WI 53703


An independent, fee only wealth management firm providing comprehensive financial planning services. We hold no client assets and we do not sell any products.



Brian is VP of Wealth Management at Mendota Financial Group. Brian's primary responsibilities include financial planning, investment analysis and relationship management.

Before joining Mendota, Brian served high net worth clients as 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.

Brian participates in many sports and greatly enjoys the outdoors (particularly during winter) and enjoys time with his wife, two children and dog. He and his family reside in Madison, WI.