Mendota Financial Group, LLC

Daniel Gresch is a CFP® and ChFC® with 27 years of industry experience, currently serving at Mendota Financial Group, LLC since 2005. He is a managing member of KUMADA, LLC, an entity established to facilitate personal investments among partners, and serves as treasurer for the Saint Francis Xavier School Committee. Mendota Financial Group provides financial consulting and discretionary investment management to individual and institutional clients, focusing on tailored asset allocation with a long-term, buy-and-hold approach that incorporates fundamental and cyclical analysis. The firm also offers sub-advisory services and manages client portfolios with customized holdings and restrictions.

Owen Ahrens is a financial advisor at Mendota Financial Group, LLC with two years of industry experience. He holds a Series 65 designation and has prior work experience at Elite Retirement Group and UPS, as well as roles in education at the University of Wisconsin-Stevens Point and local high schools. Mendota Financial Group provides financial consulting and discretionary investment management to both individual and institutional clients, focusing on tailored asset-allocation strategies and a long-term, buy-and-hold investment approach. The firm also offers sub-advisory services and emphasizes customized portfolio management with regular reviews.

Brian Hellmer is a CFA® charterholder with 19 years of industry experience. He currently works at Mendota Financial Group, LLC and has prior experience with the State of Wisconsin Investment Board and the Wisconsin School of Business. Outside of his advisory role, he is involved with Badgers United and Badger Advocates. Mendota Financial Group provides financial consulting and discretionary investment management to both individual and institutional clients, emphasizing a long-term, buy-and-hold investment approach tailored to client-specific needs. The firm also performs sub-advisory services and manages client portfolios with quarterly reviews.

Kurt Ahrens is a financial advisor at Mendota Financial Group, LLC in Madison, WI, holding a ChFC® designation along with Series 63, 65, and 66 licenses. He has 22 years of industry experience and has been with Mendota Financial Group since 2005. Ahrens is a managing member of KUMADA, LLC, an entity formed to facilitate personal investments alongside two partners. Mendota Financial Group provides financial consulting and discretionary investment management to individual and institutional clients. The firm focuses on tailored asset allocation with a long-term, buy-and-hold approach and utilizes fundamental and cyclical analysis, offering both initial financial consulting and ongoing portfolio management.

Ethan Ahrens is a financial advisor at Mendota Financial Group, LLC with one year of industry experience. He holds a Series 65 designation and has a diverse work background including roles in delivery services, education, and military service in the United States Army. Mendota Financial Group provides financial consulting and discretionary investment management to individual and institutional clients, beginning with detailed needs assessments and tailored asset allocation recommendations consistent with a long-term, buy-and-hold approach. The firm also manages sub-advisory assignments and customizes portfolios to client-specific holdings and restrictions.