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

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. 

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

CFP®, FIC

Wealth Advisor

Troy Beck

FIC, CLTC®

Financial Consultant

Ken Truyman

Financial Associate

Michael Glantz

ChFC®, CLU®, FIC, CLTC®

Financial Consultant

Rebekah Frank

Practice Support Associate

Sawyer James

Office Professional

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.

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.