Advice services

Achieve financial clarity and confidence as you work toward your financial goals and dreams.

Life insurance

Life insurance isn't one-size-fits-all. There’s a range of types and features to consider—many of which can be customized to your individual needs.

Disability insurance

Disability income insurance replaces a portion of your income if you get sick or hurt and can’t work for an extended period of time.

School supply drive

In August 2022, we hosted an end-of-summer celebration at our Menasha office and partnered with the Outagamie County Back to School Program.

Hygiene kits for the homeless

We hosted clients at a San Jose Giants baseball game in April 2022 and asked them to bring along hygiene items for the homeless.

Snowdrop toy drive

Every year our Menasha office participates in the Snowdrop Foundation of Wisconsin’s Snowdrop Toy Drive.

September 2023 Market Update: Stocks stumble

There are signs of a slowdown with employment data weakening, payrolls slowing, and the consumer starting to show signs of stress with credit card delinquencies rising. For a review of key market and economic developments, read the September 2023 Market Update.

What is in a name? Our practice name is Heart of the Valley Wealth Advisors. I wonder how often our clients think about this name or why we chose it? Those who live in and around our office in Menasha, Wisconsin recognize it as a geographic name- “Heart of the Valley” is a specific area of the Fox River Valley , and overlaps what was known as Paper Valley ( the Fox River was an excellent source of water and power, and this area was near the right kinds of trees and forests for paper mills). People can relate to this name as a practice in the center, and accessible to them. Those of us near our other office in San Jose, CA, we are in Santa Clara Valley, and in the last 30 years has been known as Silicon Valley, and before that had a long history of agriculture, specifically fruit orchards. Our office, geographically, is right in the heart of this area. Again, we hope to send the message of accessibility. Then there is this other meaning of the word “Heart”. For me, having this word in our team name identifies our #1 core value. Having “heart”. We hope your experience with us is one in which you have felt our team’s heart for you , your relationships, and your joyful stewardship of your resources. We see it in your trust in us as you share not only your financial life, but often also your relationships, as well as the highs, that we celebrate, and the lows, which we commiserate. In this path of having heart as our foundation to serve you, I am humbled and honored to have an amazing team mate and partner in Troy , and that we have the synergy of our team, currently Edana Beck, Rebekah Frank, Ken Truyman, Mike Glantz, and our remote service professionals Darcy Juday, Michele Smith and Tanya Londre. We cannot fully have heart with you, unless we fully have heart internally with our team. And I am thankful that Troy and I have heart for each other both professionally and personally.

What special moments are you cherishing today? When it comes to financial advice, your family (including the four-legged members) is always at the center. Let’s connect!