Our team

Following his time as a Special Operations sniper team leader in the Army, Travis partnered with another Thrivent financial professional in 2012 to form what is now Pinnacle Wealth Management Group. He focuses on helping businesses build effective strategies in the areas of employee retention, ownership transition and more. He also helps create tax-efficient strategic dedicated plans for business owners and families.  

Travis is the former president of the Wittenberg Area Chamber of Commerce and previously served on the Habitat for Humanity board for Langlade County. He also holds a bachelor’s degree in business finance.  

Wittenberg, Wisconsin, is home to Travis, his wife, Sarah, and their six children. When he is not working hard for clients, he enjoys hunting and spending time with his family. Travis and his family attend Lighthouse Pentecostal Church where he volunteers and serves on the board of directors. 

Jeff joined Thrivent in 2015 as a regional development director leading the southwest region of Wisconsin. In 2021, he decided to join Pinnacle Wealth Management Group to work directly with clients and help grow our innovative team-based practice.  

Before Thrivent, Jeff has held executive leadership roles at a variety of large companies, including Kohler Company and Club Corporation. His extensive business and leadership experience helps him understand and provide well-informed, insightful service to our business owner and senior executive clients. 

Jeff grew up in Fond du Lac, Wisconsin, and earned his bachelor’s and master’s degrees from of the University of Wisconsin–La Crosse. He lives in La Crosse with his wife, Traci, and their two children, Thomas and Madi. In their free time, Jeff and Traci love to go on family adventures with their kids. 

Scott joined Pinnacle Wealth Management Group in 2021 and specializes in  investment management. Drawing from years of investment experience, Scott designs portfolios by targeting a unique blend of holdings personalized for each client.  

Scott graduated from the College of Saint Scholastica with a double major in marketing and management. He also excelled on the baseball and football field during college.  

Scott and his wife, Caitlin, enjoy chasing around their son, Thomas, traveling, spending time with family and being outdoors with their chocolate lab, Millie. Scott is passionate about making a difference and lists his mission trip to Guatemala as one of his favorite memories. 

Dan began his Thrivent career in 2008 with a mission to help individuals be wise with what they’ve been given and set goals that reflect their values. To further carry out that mission, Dan transitioned from his role at Thrivent’s corporate office to Pinnacle Wealth Management Group in 2023. Now he works directly with clients and supports our insurance offerings.  

Away from work, Dan enjoys family time at the cottage with his wife and son, playing guitar and piano and serving his community through volunteering.  

Quincy comes to Thrivent after a background in healthcare and business ownership. He is excited to bring his background into play with providing the abilities to relate to small business owners and provide “financial care” for all clients. Growing up in rural Iowa on a family farm he values the importance of generational assets, and how vital it is to plan not only for now, but for generations to come. Quincy and his wife, Shayla, currently reside in northeast Iowa with their two daughters on her family farm.

Anne joined Pinnacle Wealth Management Group in 2019 after working for Thrivent’s corporate office for 10 years. Her primary focus is supporting the team’s overall investment operations, including new account opening and servicing the needs of current clients.  

Outside of work, Anne enjoys spending time with her husband, Ben, and six children (three humans, a dog and two cats). In her downtime, she also enjoys board games, volunteering at local cat rescues and crafting.  

Ashley started with the Pinnacle Wealth Management Group in 2020 and supports the team by scheduling appointments, preparing client communications, overseeing office operations and organizing events within the community. Due to her diligent work ethic, Ashley also supports many areas within the team’s financial planning operations.  

When she’s not at work, Ashley loves spending time with her family and dog, Tryxie. She also enjoys going to concerts, camping and kayaking.