Our team

When you approach a crossroads in your financial path, Tom can step in as a resource and guide by providing honest feedback, an assessment of your options and guidance about how to move forward. He will listen closely to your needs, so his comprehensive and ongoing financial advice aligns with your goals and values. When you partner with Tom, he will support you in navigating each aspect of your financial life—from investments to insurance to the relationships that impact your decisions. 

Tom joined Thrivent in 2003 and is a leader at Heart of the Valley Wealth Advisors. He specializes in complex financial strategies, Thrivent's wide array of brokerage products and services, charitable planning, legacy planning, fee-based planning, insurance and more. 

Outside of work, Tom loves all things water, including alpine skiing, boating and water skiing. He also enjoys cycling and skiing with his spouse of more than 25 years, Sabrina, and spending time with their four daughters. In addition, he’s a greeter at his church. 

As a financial educator and strategist, Troy cares deeply about partnering with you on your journey to becoming and remaining financially secure. He takes a holistic approach by aligning your finances with your values to build a unique, comprehensive financial plan informed by your goals. He can also help you develop a greater understanding of the “why” behind some of your financial decisions. Troy prioritizes relationships with individuals who are within 10 years of retirement and focuses on helping them with the transition and beyond. 

Troy joined Thrivent in 2012. He is a Heart of the Valley Wealth Advisors leader and specializes in retirement income planning, retirement income distribution planning, tax efficiency strategies, fee-based planning, college planning, insurance and more. Troy works out of both our Menasha, WI and San Jose, CA offices.

In his free time, Troy enjoys golfing, hiking, traveling and spending time with his wife, Edana, and their three boys.

Ian joined Heart of the Valley Wealth Advisors in 2024 after graduating from the University of Wisconsin – La Crosse with a degree in finance. He is a licensed financial associate who helps clients with applications, rollovers and opening new accounts. In addition, Ian often participates in client meetings with Tom and Troy.  

In his free time, Ian enjoys golfing, fishing, spending time with family, and anything outdoors.

Betsy started her career with Thrivent in 1996 and served in a variety of corporate roles that gave her the opportunity to work alongside financial advisors. In 2024, she was blessed to become a financial advisor with Heart of the Valley Wealth Advisors. She serves the greater Fox Valley community from our Menasha office and feels inspired every day by the service and experience we provide for our clients.  

Betsy is very passionate about helping clients live out their goals and dreams. Her days are dedicated to educating people, clarifying their financial goals and creating strategies to help them work toward a secure financial future. She understands the importance of helping clients find a balance between being financially responsible and creating moments that are rich, fulfilling and memorable.  

For Betsy, this career is about supporting people and showing up as a partner to help them navigate their unique financial journey. She truly enjoys meeting with clients to discuss their needs and help them achieve financial confidence and clarity.  

Mike joined Thrivent in 1997 and Heart of the Valley Wealth Advisors in 2021. He thoroughly enjoys serving people and supporting Tom & Troy in creating strategies to help clients achieve their financial goals in a holistic manner.

Mike loves spending time with his wife, Margie, and growing family. He has three children, eight grandchildren and three great-grandchildren. Mike enjoys hiking, backpacking and photography. In addition, he’s an active member of the Fleet Reserve Association and has participated in multiple church service projects and Habitat for Humanity builds.

Edana manages operations for our practice, as well as manages our support team . She works closely with Tom and Troy to develop processes that increase efficiency and offer the best possible client experience. She then works with our team to support the implementation of those processes. 

Edana has been working for Thrivent since 2014. In her personal life, she enjoys spending time with her husband, Troy, and their three boys, traveling, reading, hiking and volunteering.  

Rebekah plays an important role in welcoming new clients into our practice and onboarding clients for dedicated planning services. She assists in organizing client information and utilizing analysis tools, making her a beneficial addition to dedicated planning meetings. If you engage with us for financial planning, she will be your first line of contact in between meetings with your financial advisor.  

Rebekah joined Thrivent in 2019 and works remotely from Portland, Oregon. In her free time, she likes to stay active outdoors and also enjoys cooking, listening to podcasts, going to musicals and volunteering at her church. 

Allyson joined Heart of the Valley Wealth Advisors in 2024. She is usually the first person to greet you in our Menasha, WI office and is often who you will talk with if you call either of our offices. She also handles most of the scheduling for our team, keeps our Menasha office organized, and prepares what the advisors need for their meetings. 

Allyson enjoys spending her time with her family and friends, whilst doing fun outdoor activities like pickleball, disc golf, and swimming. She also enjoys traveling to her home state of Arizona. In addition, she enjoys reading, painting, and printmaking.

Serves as liaison

Darcy has been with Thrivent since 2008 and began her Thrivent career in Mutual Funds before moving to Remote Practice Support in 2020. She has expertise with all Thrivent systems and practice efficiencies and functions as liaison to achieve workflow and solutions. Outside of work she has a high schooler and enjoys hiking with her dog when she’s not crocheting or renovating her house.

Supports non-product related requests and appointment setting/prep

Tanya has been with Thrivent since 2019 and began her Thrivent career in Annuity New Business. She has strong attention to detail and organization skills and enjoys working in multiple systems. Outside of work she likes to spend time with her family, read and travel.