Heart of the Valley Wealth Advisors - Bay Area - Thrivent

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.

02/25/2026

🎉 Congratulations to Rebekah Frank on her promotion to Manager of Dedicated Planning Operations! 🎉
Rebekah has been an integral part of the Heart of the Valley Wealth Advisors team for six years. Throughout that time, she has built a strong understanding of our operations, our clients’ needs, and what it truly takes to support a high-performing team.
Her commitment, work ethic, and upbeat attitude make a meaningful impact every day. Rebekah consistently goes above and beyond to ensure our clients receive exceptional service and support. We are incredibly thankful to have her on our team and are thrilled to see her step into this well-deserved new role.
Please join us in congratulating Rebekah on this exciting next chapter! 👏

12/18/2025

We are wishing you a very happy and joyous Holiday Season!

Please be aware that our office will be closed December 23rd - December 25th.

Warmly,
Heart of the Valley Wealth Advisors

12/11/2025

Heart of the Valley Wealth Advisors helps our clients choose the right type of life insurance, including how much coverage you need and how it can be used as part of your overall financial plan. Read more about it in Thrivent Magazine.

Link to article: https://bit.ly/3KXCbJz

12/08/2025

“[Life insurance] provides a very efficient tool to pass on assets. It helps to manage taxes. It helps to expand what you can do for your family and for charity.”

– Tom Bruckner, Thrivent Financial Advisor. Read more in Thrivent Magazine about how life insurance can play an important role in your overall financial plan.

Link to article:

Life insurance helps ensure your loved ones will be supported financially after you die. Here, we answer some common questions about life insurance, including how to choose the right type of policy, how much coverage you need, and how life insurance can be used while you’re living as part of your....

11/24/2025

Join us in welcoming Alyssa Helmrick to the Heart of the Valley Wealth Advisors team!

Alyssa is our new Financial Advisor, and we are so excited to have her on board! She joined Heart of the Valley Wealth Advisors in 2025 after graduating from the University of Wisconsin - La Crosse, with a double major in Finance and a concentration in Risk, Insurance, and Financial Planning, as well as Marketing.

Outside of work, Alyssa enjoys watching sports, cooking, crafting, and spending time with family and friends.

05/08/2025

🎉 Join us in welcoming Arielle Zelinski to the Heart of the Valley Wealth Advisors team!
Arielle is our new Office Professional, and we’re so excited to have her on board! 👏 She plays a key role in supporting our clients by responding to requests, assisting with applications, sitting in on meetings with Tom and Troy to take detailed notes, and helping with follow-up items to keep everything running smoothly. 🗂️💼
Outside of the office, Arielle is all about quality time — whether she’s hanging out with her nieces, nephews, or her spunky dog nephew, Buddy 🐾. She’s also a podcast enthusiast, a fan of get-togethers with friends, and she never misses a chance to enjoy a good play or musical! 🎭🎶
We’re grateful for her positive energy and dedication to serving our clients with care. Be sure to say hello next time you connect with our team!
👇 Drop a “Welcome, Arielle!” in the comments to help us make her feel at home!

04/25/2025

One of our favorite parts of this business is to see the impact we make together. Our 2024 impact numbers show the difference we make when we live generously. And it’s all thanks to you, our clients and friends.

12/24/2024

Wishing you all a very Merry Christmas and a joyous holiday season from the Heart of the Valley Wealth Advisors Team! 🎄❤️

12/11/2024

Less can mean more. Special holiday celebrations don’t need to come with a big price tag. Here are some helpful spending tips to navigate this holiday season on a budget🎄: https://bit.ly/3ApmZjn

11/28/2024

Happy Thanksgiving! Enjoy your day and give thanks for the blessings in your life.

11/27/2024

🎉 Congratulations to Rebekah Frank on her promotion to Senior Practice Support Associate! 🎉
Rebekah has been a valued member of our Heart of the Valley Wealth Advisors team for over 5 years, during which time she has cultivated a deep knowledge of our practice and a true understanding of what it takes to support both our team and clients.
Her dedication, hard work, and positive energy make her an absolute joy to work with. Rebekah goes above and beyond to ensure our clients receive the incredible support they deserve. We are truly grateful to have her as part of our team and are excited to celebrate this well-earned achievement!
👏 Join us in congratulating Rebekah in the comments below!