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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.




Dan is a Principal and founder of Mendota Financial Group. He has over 18 years of comprehensive financial planning experience.

In his current role, Dan develops comprehensive financial plans for Mendota's clients that include all aspects of their financial lives. He has worked with University Professionals, executives, business owners and retirees. Dan is intimately familiar with State and Federal benefit programs and is the resident problem solver for all financial planning inquiries. Prior to forming Mendota, he was the lead financial planner for a Middleton, WI financial planning firm.

Dan earned his BA from the University of Wisconsin–Madison. He is a Certified Financial Planning Professional and Chartered Financial Consultant.

Outside the office, Dan is an outdoorsman and enjoys spending time with his wife and 6 children. He and his family reside just outside Madison, WI.