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 financial 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

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

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Troy Beck

FIC, CLTC®

Financial Consultant

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Ken Truyman

Financial Associate

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Michael Glantz

ChFC®, CLU®, FIC

Financial Consultant

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Sawyer James

Office Professional

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Mark Gronert

FIC

Associate

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Rebekah Frank

Practice Supt Associate

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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.

Our solutions

Financial planning services

Collaborate with a financial advisor to get personalized recommendations in your best interest.

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.

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.

Community impact

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.

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.

Events

Social Security: Timing is Everything

But it can be a confusing topic, and making the most of it has a lot to do with when you apply for benefits. Attend Social Security: Timing Is Everything to get answers to your questions, and learn what Social Security can mean for you.

Will Taxes Affect You in Retirement

When you retire, you leave behind many things— the daily grind, the commute to work, and maybe even your previous home. However, one thing that will always remain is a tax bill. When you understand how investments are taxed and set strategies accordingly, you can make decisions that help keep income taxes in check.

• How to be tax-efficient in your current bracket.

• How Social Security is taxed.

• Ways to create tax-free retirement income.

News and insights

The SECURE Act 2.0 allows a 529 plan rollover to a Roth IRA

Starting in 2024, beneficiaries of 529 accounts will have the option to transfer funds into their Roth IRA. For more information around eligibility requirements, check out this article.

How the SECURE Act 2.0 changed RMDs

Wondering how the SECURE Act 2.0 has impacted required minimum distributions (RMDs)? Take a look at these four changes and let’s connect if you want to discuss how this may impact your retirement plans.

Thrivent is launching a special award this spring to celebrate the impact of Thrivent Action Teams. The Live Generously®️ award will recognize individuals for significant acts of service and generosity. ✨ Do you have a friend, family member, neighbor or colleague who embraces a lifestyle of generosity and has made a meaningful difference this past year? Did they see a challenge and come up with a creative solution to help? From now through April 22, you can nominate them for a 2023 Live Generously®️ Award. Follow the link to submit your nomination 👉 bit.ly/3J9Giia #LiveGenerously #Thrivent #ThriventActionTeams #Generosity

Contact

Office information

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Address:

2021 The Alameda Suite 140
San Jose, CA 95126

Phone:

(408) 217-2934

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.

Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent and its financial professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Not all team members may provide all products, programs and services in all states.

Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Securities and investment advisory services offered through Thrivent Investment Management Inc., a registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent. Licensed agent/producer of Thrivent. Registered representative of Thrivent Investment Management Inc. Thrivent.com/disclosures.

Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s BrokerCheck for more information about our financial advisors.