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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Rebekah Frank

Practice Supt Associate

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Edana Beck

Operations Manager

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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

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.

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

Prepare Wisely: Estate Strategy Essentials

Prepare Wisely: Estate Strategy Essentials hosted by Ken Truyman

It is common to think that estate planning is only for the wealthy. But everyone has assets like money, property and belongings. Estate planning is meant to help prevent you and your family from suffering financial, logistical and even emotional burdens later on in life. You can get started by understanding some of the key documents and tools that make up an estate plan.

No products will be sold. For additional disclosures, see Thrivent.com/social.

News and insights

Wow, we are amazed by your generosity! Heart of the Valley Wealth Advisors clients and team members made a huge impact in their communities in 2022. We heard many stories this past year about how our clients are making a difference in their neighborhoods and local communities. We can’t wait to do more and hear more about how you are getting involved this year. Interested in engaging Thrivent’s member benefits? Learn more here: https://www.thrivent.com/about-us/membership.

May 2023 Market Update: Big tech earnings growth drives market gains

Stocks held their own the past month, with the tech area leading the way, GDP slipped for the third straight quarter, and Fed rate hikes continued to rattle the banking industry. Get an overview of all key market and economic highlights in this month's Market Update.

Our team member, Sawyer, will be leaving Heart of the Valley Wealth Advisors on Wednesday, May 24th to focus on family responsibilities. Sawyer has become an amazing member of our team, and we sure will miss having her around. We wish her the very best as she adjusts to this new phase of life.

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 provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

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.