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. 

States Licensed: AR Insurance Lic. #7525011, AZ, CA Insurance Lic. #0D97255, CO, FL, IA, ID, IL, KS, KY, LA, NV, OR, TN, TX, WA, WI, WV

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.

States Licensed: AR Insurance Lic. #1512526, AZ, CA Insurance Lic. #0C39131, CO, FL, IA, ID, IL, ME, MI, MT, NC, NV, OH, OR, TX, UT, WA, WI

Wherever you are in your financial journey, Ken is committed to understanding your needs, wants and wishes, so he can effectively partner with you to develop a fully customized financial strategy. He will focus on helping you learn ways to maintain your financial fitness and maximize your success.  

Ken joined Thrivent in 2017 and specializes in retirement income planning and tax efficiency strategies. You can depend on him to help you evaluate and refine your financial strategy as your life changes through the years.  

Ken enjoys watching football, listening to music, spending time with his family and coaching his son’s little league baseball team. He is also a Community Benefit Tree board member and serves on the St. Bernadette Finance Council.

States Licensed: IA, WI

Mike thoroughly enjoys serving people and can help you clarify your financial goals and create strategies to help achieve them in a holistic manner. He specializes in saving and building for retirement, insurance, tax efficiency strategies, legacy planning and charitable giving. 

Mike joined Thrivent in 1997 and Heart of the Valley Wealth Advisors in 2021. Joining our team has allowed him to provide his clients with expanded service and resources—adding even more value for them.  

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.

States Licensed: AZ, CA Insurance Lic. #0C11278, CO, ME, NC, NV

Sawyer provides vital support in our Menasha, Wisconsin office and will likely be the first person to greet you when you come in the door. She answers the phone, schedules meetings, keeps the office organized and helps us prepare for appointments.  

Sawyer joined our team in December 2021. When not at work, she enjoys spending time with her dogs, Maisie and Sophie, reading, staying active and traveling.  

Edana manages operations at both of our locations. 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.   

Darcy has supported Mike since 2014 and helps keep the San Jose office organized. Her passions include traveling, volunteering, entertaining and spending time with family and friends. She has been married to her husband, Bob, for twenty-six years and has two adult children and one very spoiled dog. 

Darcy began her Thrivent career in 2008 in mutual funds and became a dedicated service professional in 2020. She has expertise with all Thrivent systems and practice efficiencies, and functions as a liaison to achieve optimum workflows and solutions.  

Outside of work, Darcy has a high schooler and enjoys hiking with her dog, crocheting and renovating her house.  

Michele began her Thrivent career in 2014 as an office professional. She has more than 20 years of client care expertise, and her passion at Thrivent is focusing on fraternal programs and membership benefits.  

Outside of work, she enjoys gardening, baking and spending time with her husband (a Free Lutheran Pastor) and extended family. She also relishes volunteering for church and community related projects. 

States Licensed: CA Insurance Lic. #0695697

Rebekah plays an important role in welcoming new clients into our practice and onboarding clients for financial planning services. She assists in organizing client information and utilizing analysis tools, making her a beneficial addition to financial 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. 

States Licensed: AZ, CA Insurance Lic. #4040044, OR, WA, WI