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. 

Tom and Troy have strong roots in Wisconsin and Northern California. Troy is from Wisconsin and raised his family there for 19 years. He now calls California home but travels back to Wisconsin regularly. Tom lived in Wisconsin for several years and has family there. He has been living and working in the bay area of California since 2012.

What sets Heart of the Valley Wealth Advisors apart is our commitment to getting to know you—your needs, goals, dreams and concerns—so we can develop a financial strategy that is in your best interest and reflects your priorities. We help you understand your resources so you can support yourself, the people you love, and the causes you care about.

Heart of the Valley Wealth Advisors has grown through a steadfast dedication to serving clients with integrity, expertise, and personalized care. As our offices in Menasha, Wisconsin, and San Jose, California continue to grow, our commitment remains the same: building meaningful relationships and providing personalized guidance tailored to each client's unique goals. Though our team spans two locations, we work as one team to serve clients across the country.

Heart of the Valley Team Newsletter