Heart of the Valley Wealth Advisors

(408) 217-2934

After working independently as Thrivent financial advisors for many years, Tom and Troy combined their California and Wisconsin practices to become Heart of the Valley Wealth Advisors in 2019. They were drawn together by their shared focus on building authentic client relationships and providing dependable financial care and resources at every turn. 


If you’re in search of financial clarity, Heart of the Valley Wealth Advisors is uniquely positioned to help illuminate your path. We understand that every person’s financial journey is different, and we’ll work closely with you to build an individualized, holistic dedicated plan that’s grounded in your goals and values. Whether you’re seeking guidance as an individual, couple, multigenerational family or small business, you can count on our team to work collaboratively to help you thrive. 

Team intro

After working independently as Thrivent financial advisors for many years, Tom and Troy combined their California and Wisconsin practices to become Heart of the Valley Wealth Advisors in 2019. They were drawn together by their shared focus on building authentic client relationships and providing dependable financial care and resources at every turn. 


If you’re in search of financial clarity, Heart of the Valley Wealth Advisors is uniquely positioned to help illuminate your path. We understand that every person’s financial journey is different, and we’ll work closely with you to build an individualized, holistic dedicated plan that’s grounded in your goals and values. Whether you’re seeking guidance as an individual, couple, multigenerational family or small business, you can count on our team to work collaboratively to help you thrive. 

Our story

After working independently as Thrivent financial advisors for many years, Tom and Troy combined their practices and became Heart of the Valley Wealth Advisors in 2019. They were drawn together by their shared focus on building authentic client relationships and providing dependable financial care and resources at every turn. 

Our team

Tom Bruckner

CLF®, CFP®, ChFC®, CAP®, FIC

Wealth Advisor

Troy Beck

FIC, CLTC®

Financial Consultant

Michael Glantz

ChFC®, CLU®, FIC

Associate

Rebekah Frank

Practice Supt Associate

Edana Beck

Operations Manager

Our advice approach

Building your financial blueprint

Achieve financial clarity and confidence as you work toward your financial goals and dreams. Our advice approach is designed to be flexible to meet your needs and fluid enough to adapt to life changes. We'll start with a blueprint everyone's on board with and work from there.

How we work with you

At Heart of the Valley Wealth Advisors, we prioritize forming positive, lasting relationships with our clients. With strong ties in Wisconsin, California and beyond, we serve clients virtually and in person across the U.S. 

About Thrivent

How we’re different

At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking, and generosity programs to help people make the most of all they've been given.

Thrivent membership benefits

When you join Thrivent, you become part of something bigger. You share in the collective ownership of our company and you’re part of a community of people looking out for others. In addition to Thrivent’s financial expertise and solutions, membership provides eligible clients with tools and resources to make it easy to give of yourself and live a more meaningful life.

Additional information

While working with Thrivent and throughout your entire financial journey, questions are sure to arise. We can help you find the answers. Following are common questions and answers from individuals just like you.

News and insights

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.

Contact

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Office information

Operating hours:

M-TH: 9:00 a.m. - 5:00 p.m.
F: 9:00 a.m. - 12:00 p.m.

Designations

For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations/

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.