Raymond James welcomes Wisconsin advisor team managing over $240 million
ST. PETERSBURG, Fla. – Raymond James recently welcomed a team of four financial advisors to Raymond James Financial Services (RJFS) – the firm’s independent advisor channel – according to David Sisemore, Midwest divisional director for RJFS.
Based in Antigo, Wisconsin, the team is comprised of Managing Partners Travis Rose, CLTC®, CEPA®, Jeff Breit, CEPA®, and Scott Greening, CFP®, Financial Consultant Quincy Johnson, Director of Operations Anne Nowak, Director of Client Relations Ashley Hable and Branch Professional Julianna Maus. As Pinnacle Wealth Management they serve a range of clients including families and individuals, pre-retirees and retirees, business owners and corporate executives. Previously, the team was affiliated with Thrivent Financial where they managed approximately $240 million in client assets.
“We have always believed that financial planning should do more than just grow wealth. It should reflect purpose, preserve long-term goals and prepare clients for what is next,” said Rose. “At Raymond James I found the rare combination of independence, integrity and modern resources that allow our team to stay focused on building strategies that support real people through real challenges.”
An Army veteran, Rose has over 13 years of industry experience, beginning his career at Thrivent Financial in 2012. In addition to his bachelor’s degree in corporate business finance from the University of Phoenix, he also holds the Certified Exit Planning Advisor and Certified Long Term Planning Consultant™ designations.
Breit graduated from the University of Wisconsin, La Crosse and is credentialed as a Certified Exit Planning Advisor. Prior to Raymond James, he served at Thrivent Financial for nine years, most recently as a regional director and partner.
Greening brings 12 years of total industry experience as an advisor at UBS and Thrivent Financial to his current position as managing partner. His experience is backed by the CERTIFIED FINANCIAL PLANNER® designation alongside a bachelor’s degree from the College of Saint Scholastica.
Johnson began his career and joined the Pinnacle Wealth Management team in 2024. He is a graduate of Rochester Community and Technical College.
About Raymond James Financial Services
Raymond James Financial Services, Inc. (RJFS), member FINRA/SIPC, is a financial services firm supporting independent financial advisors nationwide. Since 1974, RJFS provides a wide range of investment and wealth planning-related services through its affiliate, Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Both firms are wholly owned subsidiaries of Raymond James Financial, Inc. (NYSE-RJF), one of the nation’s premier diversified financial services companies with financial advisors throughout the United States, Canada and overseas. Total client assets are approximately $1.64 trillion as of June 30, 2025. Additional information is available at raymondjames.com.
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Pinnacle Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.