Our story
Our story
In 2012, Travis Rose partnered with another Thrivent financial professional to form what is now Pinnacle Wealth Management Group. Travis specializes in providing small business owners with comprehensive solutions and advice to help them in their business and personal endeavors.
Jeffrey Breit joined Thrivent in 2015 as a regional development director and transitioned to our team in 2021 to help small business owners and senior executives manage their assets and plan for the future.
Scott Greening also joined the practice in 2021 and focuses on investment management. In 2023, Daniel Bekx came on board after working at Thrivent’s corporate office since 2008 to focus on our insurance offerings.
Together with our support staff, we help clients develop and execute personal financial strategies. If they own a small business, we help them synthesize their personal and business plans to work in concert with each other. We also help business owners navigate tax-efficiency strategies, business risks, business continuation plans, large financial decisions, generational wealth planning and more.
No matter what stage in life, you can depend on us to help you navigate the complex choices and challenges that planning for the future brings. Call today to learn more about how we can help you make the most of all you’ve been given.
