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. 

Tom and Troy have strong roots in Wisconsin and Northern California. Troy is from Wisconsin and raised his family there for 19 years. He now calls California home but travels back to Wisconsin regularly. Tom lived in Wisconsin for several years and has family there. He has been living and working in the bay area of California since 2012. Because of these and other geographic connections, Heart of the Valley Wealth Advisors proudly serves clients across the U.S. 

Whether you are just beginning your financial journey or are well on your way, we are here to provide personalized support and guidance. With more than 60 years of combined experience in the financial industry and at Thrivent, Heart of the Valley Wealth Advisors has expertise in financial strategies, investment management and retirement income planning.  

What sets us apart from the competition is our commitment to getting to know you—your needs, goals, dreams and concerns—so we can develop a financial strategy that is in your best interest and reflects your priorities. And our support doesn’t stop there. As you approach life’s twists and turns, we’ll walk alongside you as educators and advocates—providing clear, objective guidance to help you move forward with confidence.