Contact Us

Use the form on the right to contact us.

You can edit the text in this area, and change where the contact form on the right submits to, by entering edit mode using the modes on the bottom right. 

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.



Charyl is the Director of Operations for Mendota Financial Group. She manages the day-to-day operations for the firm including workflow, portfolio accounting, compliance and the financial planning and investment management process.

Before joining Mendota, Charyl held similar positions at another financial planning and investment insurance firm in Madison.

Charyl earned her BA from the University of Wisconsin–Madison. She is a Certified Financial Planner.

Charyl enjoys pottery, the Madison music scene and roller derby. She lives in Madison with her husband.