About Tom Bruckner

Tom believes financial puzzles are greatly influenced by the relationships in our lives, which often require pivots in approach. He has a passion for helping people sort through complex situations and weigh options in order to execute a plan, enabling them to pivot and move forward. He offers comprehensive and ongoing financial guidance in a unified approach while aligning his client’s goals with their values. No matter where you are in your financial journey, Tom seeks to be a resource, providing honest feedback, always with the goal of working together to keep you moving forward. Tom started with Thrivent in 2003 and has had the CERTIFIED FINANCIAL PLANNER® Professional designation since 2012. He recently added the Certified Exit Planning Advisor (CEPA) designation enabling him to better guide family enterprises and small businesses as they seek to build value and better serve their families. Tom loves cycling with his spouse of almost 25 years, Sabrina, and spending time with their four daughters. He serves on the board of his daughter's Christian school to help it think deeply and plan strategically to carry out its mission.

Tom is a member of the Heart of the Valley Group.
Heart of the Valley Wealth Advisors

Heart of the Valley Wealth Advisors


Team Practice