Heart of the Valley Wealth Advisors
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 dedicated 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.
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 dedicated 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 advice approach
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.
About Thrivent
Thrivent is a member-owned financial services organization offering advice, investments, insurance, banking and generosity programs to help clients make an impact on the people, causes and communities they love.
Where Money Means More™
Community impact
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.
Events
2025-06-11T22:00:00
Wine-Down Wednesdays - Personal Finance and Homebuying Workshop Series
Whether you’re just starting out or you’ve had a few years to establish yourself, attend our free Wine-Down Wednesday workshops to learn how you can improve your financial habits and prepare to buy a home now or in the future. Plus, we’ll be serving dinner, and of course, wine!
Financial Advisor Betsy Zemlock will present on saving, budgeting and investing, and local realtor Tom Seaman of Wintrust Mortgage will provide information about the homebuying process, improving your credit and saving for a down payment.
Event details:
Join us for one, two or all three Wine-Down Wednesdays at Heart of the Valley Wealth Advisors, 3102 Community Way, Menasha, WI 54952. No registration is required.
June 11 at 5 p.m.
• 4 Steps to Better Budgeting
• Create Your Homebuying Budget
Questions? Call our office at 920-423-3896.
No products will be sold at these events.
Tom Seaman, realtor with Wintrust Mortgage is not affiliated with or endorsed by Thrivent. The views expressed in this presentation by Tom Seaman are his own and not necessarily those of Thrivent or its affiliates.
Securities and investment advisory services offered through Thrivent Investment Management Inc., a registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans. Registered representative of Thrivent Investment Management Inc. Advisory services available through investment adviser representatives only. Thrivent.com/disclosures.
2025-07-09T22:00:00
Wine-Down Wednesdays - Personal Finance and Homebuying Workshop Series
Whether you’re just starting out or you’ve had a few years to establish yourself, attend our free Wine-Down Wednesday workshops to learn how you can improve your financial habits and prepare to buy a home now or in the future. Plus, we’ll be serving dinner, and of course, wine!
Financial Advisor Betsy Zemlock will present on saving, budgeting and investing, and local realtor Tom Seaman of Wintrust Mortgage will provide information about the homebuying process, improving your credit and saving for a down payment.
Event details:
Join us for one, two or all three Wine-Down Wednesdays at Heart of the Valley Wealth Advisors, 3102 Community Way, Menasha, WI 54952. No registration is required.
July 9 at 5 p.m.
• Investing and Saving for Your Future
• Mortgage & Homebuying Education
Questions? Call our office at 920-423-3896.
No products will be sold at these events.
Tom Seaman, realtor with Wintrust Mortgage is not affiliated with or endorsed by Thrivent. The views expressed in this presentation by Tom Seaman are his own and not necessarily those of Thrivent or its affiliates.
Securities and investment advisory services offered through Thrivent Investment Management Inc., a registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans. Registered representative of Thrivent Investment Management Inc. Advisory services available through investment adviser representatives only. Thrivent.com/disclosures.
News and insights
Office information
Phone:
408-217-2934Operating Hours:
M-TH: 9:00 a.m. - 4:00 p.m.
F: 9:00 a.m. - 12:00 p.m.
Address:
3102 Community WayMenasha, WI 54952
Phone:
(920) 423-3896Operating Hours:
M-TH: 9:00 a.m. - 4:00 p.m.
F: 9:00 a.m. - 12:00 p.m.