CHARYL WARD, CFP
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.