Financial Planning for Families and Small Businesses

Wherever you are on life’s journey, a strong financial plan gives you peace of mind.

Early Career

Mid-Career

Retirement

Create a financial strategy that fits your situation today and
continues to grow with you into the future.

At Megna Financial, we understand that financial planning starts
with a conversation about your goals and vision for the future.

Our History



We are financial planners and associates of Wisconsin Financial Group.
Our organization, headquartered in Fitchburg, WI, has a 75-year history of helping families and small businesses with retirement and estate planning.
With more than 60 colleagues in offices throughout Wisconsin, we offer the resources and expertise of a large firm and the convenience of a neighborhood location.
As Financial Planners, we are Fiduciaries. We have an obligation to act in the best interest of our clients.

Our Process


We begin by discussing your situation. Where are you today? Where do you want to be in the future? Working with core financial principles, we will help you answer these questions.

We will provide a financial analysis and discuss several strategies that fit your situation, helping you integrate your investment, savings and insurance decisions into a comprehensive plan that feels right to you.

As your plan takes shape, we will help you implement the steps using high quality nationally recognized investment and insurance choices and then we will continue to manage your plan with you through the years.


Our Credentials

Sherri Megna, Financial Planner


“I realize the pull that families and businesses feel — trying to save for tomorrow while also enjoying life today. Choosing the right financial strategy can help make both possible.”

Joining Wisconsin Financial Group in 2003 and expanding to the Megna Financial office in 2009, Sherri is an investment advisor representative of ONESCO. She holds FINRA series 7, 66 and 63 registrations as well as a life, health and disability license.

She previously taught Chemistry at Middleton High School and continues to be active in the Middleton community.

Kate Megna, Certified Financial Planner ™


“I understand the importance of creating a vision for success and then creating the game plan to get you there.”

Joining Megna Financial in 2010, Kate is an investment advisor representative of ONESCO. She holds FINRA series 65, 6 and 63 registrations as well as a life, health and disability license.

Kate earned a BS in math education from UW-Milwaukee. She went on to play professional soccer in Sweden and currently coaches for the Madison 56er Soccer Club.

If you want to plan thoughtfully for the future, we welcome the opportunity to work with you.



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