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.

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, reading, hiking and volunteering.  

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 works with clients at every stage of life—from young professionals just beginning their financial journey to those approaching retirement. Ian is passionate about building strong, lasting relationships and helping people gain clarity and confidence in their financial future.

Ian’s approach focuses on understanding each client’s unique situation, defining meaningful goals and creating a clear path to achieve them. He believes communication and education are the foundation of every successful financial plan.

Outside of the office, Ian enjoys spending time with family, golfing, hunting, fishing and all things sports.

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.

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 Heart of the Valley Wealth Advisors 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 time with her family and fiancé. She enjoys traveling around the Midwest and her hometown of Tucson, Arizona. She enjoys all things creative and finds most of her passion through drawing and painting.

Erin joined Heart of the Valley Wealth Advisors in 2026. She previously worked in the IT industry helping clients use technology solutions to achieve their goals. Erin assists with scheduling, incoming client requests, meeting prep, and keeping the Menasha office organized. She is excited to continue a client focus by connecting clients with our team to assist with their financial goals.

Erin enjoys spending time doing family activities with her husband and two daughters. They are often camping, playing cards or games, working on puzzles or riding bikes. When she has personal time, she will go for a jog, try a new soup recipe or volunteer in the community.

Jessica joined Heart of the Valley Wealth Advisors team in 2026, Prior to joining the team Jessica worked in the financial industry for over 9 years, with a focus on life insurance and annuities. She handles many of the life insurance and annuity questions and applications for our team, as well as assists Troy and Tom by joining meetings with clients and taking notes.

Outside of work, Jessica enjoys spending time outdoors with her husband and dog, baking, sewing, and reading.

Justin joined Thrivent in 2025 and Heart of the Valley Wealth Advisors in 2026. He graduated from the University of Wisconsin - Green Bay in 2022 with a Business Administration degree with an emphasis in Marketing. Justin joined the team because of Troy and Tom’s relationship-focused approach and their commitment to always acting in their clients’ best interests. He is excited to support the meaningful work they do in helping clients gain clarity and confidence in their financial picture.

Outside of work, Justin enjoys playing guitar, woodworking, watching the Packers, and spending time with friends and family.

Lynda has been with Thrivent since 2023.

She lives in Wisconsin and enjoys puzzles, a good book, and the NYT Games app.

With her family, she can be found watching the Bucks, Brewers, Packers, or that week’s PGA tournament

Tanya has been with Thrivent since 2019 and began her Thrivent career in Annuity New Business. 

She lives in Wisconsin and in her free time enjoys hiking, reading, spending time with her boyfriend Jay, and visiting supper clubs!

Daniel joined Thrivent in 2025. He lives in Raleigh, NC where he loves to be outside hiking, mountain biking, or just enjoying the outdoors in general.

Daniel is passionate about all things finance, especially financial literacy, the market, and the world of investing.