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. As you approach life’s twists and turns, we’ll walk alongside you as educators and advocates—providing clear, objective guidance to help you move forward with confidence. 

With growing offices in Menasha, Wisconsin, and San Jose, California, Heart of the Valley Wealth Advisors continues to expand its reach while staying true to its personalized approach. Supported by a collaborative team of professionals, we proudly serve clients and families across the country, providing trusted guidance and clarity wherever life takes them.