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Heart of the Valley Group
920-423-3896

Meet Heart of the Valley Group

The Heart of the Valley Group has over 40 years of combined experience with Thrivent and within the financial industry. We are gifted with different skill sets, bettering us to serve you and your family holistically. Our Financial Professionals - Tom, Troy, and Ken - have expertise in financial strategies, investment management, and retirement planning. Our team of seven serves clients across the country, focusing in Appleton, WI and San Jose, CA. To learn more about what we do and why we do it, reach out to one of our offices or connect with a team member. We are excited to join you as you navigate through your financial journey.