What are the opening hours?

Monday 9am - 5pm Tuesday 9am - 5pm Wednesday 9am - 5pm Thursday 9am - 5pm Friday 9am - 5pm

Heart of the Valley Wealth Advisors - Bay Area - Thrivent

Home
United States
San Jose, CA
Heart of the Valley Wealth Advisors - Bay Area - Thrivent

Directions Website

At Thrivent, we believe money is a tool, not a goal. Contact us directly if you have questions.

Driven by a higher purpose at our core, we are committed to helping people make the most of all they’ve been given. Thrivent financial advisors may only conduct business with residents of the states and/or jurisdictions in which they are licensed. For licensing and practice information click the website link in the additional contact information section above. For Thrivent privacy policy, social media guidelines, and important disclosure information visit Thrivent.com/privacyandsocial.

11/03/2026

🎂 Celebrating Rebekah and her November 3 birthday!

We’re so glad to have Rebekah as part of our team and hope she has a wonderful birthday filled with plenty of reasons to celebrate. Happy Birthday, Rebekah! 🎉

10/28/2026

🎉 Help us wish Troy a very Happy Birthday on October 28!

We’re grateful for his leadership and all he does for our team and the people we serve. Wishing you a wonderful birthday and a great year ahead, Troy! 🎂🥳

10/24/2026

🎉 Help us celebrate Erin, whose birthday is October 24! 🎂

We hope you have a wonderful birthday, Erin, and a great year ahead. We’re so glad to have you as part of our team! 💙

09/22/2026

We're excited to share our latest team newsletter! Catch up on team updates, office news, upcoming events, and more.

Take a look below!

08/07/2026

✨ We've had plenty to celebrate lately, and we're excited to share one more special milestone from our team.

Please join us in congratulating Justin Sonnentag and his wife on their recent wedding!

We are delighted for the happy couple and wish them all the best as they begin married life together.

❤️ Congratulations to the newlyweds!

07/31/2026

✨ The celebrations continue!

🥂 Cheers to the Newlyweds!

A special congratulations to Ian Sorenson and his wife on their recent wedding!

We are thrilled to celebrate this exciting milestone with them and wish them many years of happiness as they begin their journey together.

❤️ Join us in congratulating the newlyweds!

07/24/2026

💍 Wedding Bells & a New Last Name!

We're excited to share some happy news from our team!

Please join us in congratulating Allyson on her recent wedding. As she begins this new chapter, you may notice a small change—Allyson White is now Allyson Wilson.

We are thrilled for Allyson and wish her and her husband all the best as they start their life together. Please help us celebrate by sending your congratulations!

🎉❤️ Congratulations, Allyson!

07/01/2026

🎉 Please join us in welcoming Client Service Administrator Erin Schmitz to Heart of the Valley Wealth Advisors team! 🎉

Erin joined Heart of the Valley Wealth Advisors in 2026. Prior to joining the team, she worked in the IT industry, helping clients use technology solutions to achieve their goals. In her role with our team, Erin assists with scheduling, incoming client requests, meeting preparation and keeping the Menasha office organized. She is excited to continue her client-focused work by connecting clients with our team and supporting them as they pursue their financial goals.

Outside of work, Erin enjoys spending time with her husband and two daughters. Together, they enjoy camping, playing cards and games, working on puzzles and riding bikes. In her personal time, Erin enjoys jogging, trying new soup recipes and volunteering in the community.

We’re grateful to have Erin as part of our team and believe her experience and dedication will help us continue delivering the high level of service you expect.

See thrivent.com/social for important disclosures.

05/27/2026

We are continually inspired by the impact we create together. Our 2025 impact numbers highlight what's possible when generosity leads the way, and we couldn't do it without you, our clients and friends!

See thrivent.com/social for important disclosures.

03/20/2026

🎉 Please join us in welcoming two new members to the Heart of the Valley Wealth Advisors team! 🎉

We’re excited to introduce Insurance Support Associate Jessica Avena and Associate Justin Sonnentag, who recently joined our team and are already making a positive impact.

👋 Jessica Avena joined Heart of the Valley Wealth Advisors in 2026 and brings over 9 years of experience in the financial industry, with a strong focus on life insurance and annuities. Jessica supports our clients by handling insurance and annuity questions and applications, and she also assists Financial Consultant Troy Beck and Wealth Advisor Tom Bruckner by joining client meetings and taking detailed notes. Outside of work, Jessica enjoys spending time outdoors with her husband and dog, as well as baking, sewing, and reading.

👋 Justin Sonnentag joined Thrivent in 2025 and became part of the Heart of the Valley Wealth Advisors team in 2026. He graduated from the University of Wisconsin–Green Bay in 2022 with a degree in Business Administration, emphasizing Marketing. Justin was drawn to our team because of Troy and Tom’s relationship focused approach and commitment to always acting in clients’ best interests. He’s excited to support the meaningful work we do helping clients gain clarity and confidence in their financial lives. When he’s not at work, Justin enjoys playing guitar, woodworking, watching the Packers, and spending time with friends and family.

We’re thrilled to have Jessica and Justin on our team—welcome aboard! 👏 See thrivent.com/social for important disclosures.

Address

2021 The Alameda, Suite 140
San Jose, CA
95126

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Website

https://connect.thrivent.com/heart-of-the-valley-wealth-advisors/

Alerts

Be the first to know and let us send you an email when Heart of the Valley Wealth Advisors - Bay Area - Thrivent posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.