Heart of the Valley Wealth Advisors - Thrivent
Categories
Financial Advisors
Hours:
Monday - Thursday 9:00 am-4:00 pm
Friday 8:00 am - 12:00 pm
Driving Directions:
We are located at the crossroads of Hwy 114 and Lake Park Road in Menasha.
Our office is nestled between our neighbors at Lake Park Swim & Fitness and Community First Bank
About Us
Wherever you are in your financial journey, we are here to provide personalized support and guidance. We have expertise in financial strategies, investment management and retirement income planning.
Rep/Contact Info
Edana Beck
Edana Beck
Director of Operations
- Phone: (920) 423-3896
- Send an Email
- 3102 Community Way Menasha WI 54952
Troy Beck
As a financial educator and strategist, Troy cares deeply about partnering with you on your journey to becoming and remaining financially secure. He takes a holistic approach by aligning your finances with your values to build a unique, comprehensive financial plan informed by your goals. He can also help you develop a greater understanding of the “why” behind some of your financial decisions. Troy prioritizes relationships with individuals who are within 10 years of retirement and focuses on helping them with the transition and beyond.
Troy joined Thrivent in 2012. He is a Heart of the Valley Wealth Advisors leader and specializes in retirement income planning, retirement income distribution planning, tax efficiency strategies, fee-based planning, college planning, insurance and more.
Troy Beck
Owner / Financial Consultant
- Phone: (920) 423-3896
- Send an Email
- 3102 Community Way Menasha WI 54952
Ian Sorenson
Ian Sorenson
Financial Producer
- Phone: (920) 423-3896
- Send an Email
- 3102 Community Way Menasha WI 54952
Betsy Zemlock
Hello! My name is Betsy Zemlock, I am a Financial Advisor with Heart of the Valley Wealth Advisors of Thrivent, serving the greater Fox Valley area from our Menasha office. I am very passionate about helping clients live out their goals and dreams, so I dedicate my days to educating people, clarifying their financial goals and creating strategies to help them work toward a secure financial future. I understand how, at times, managing your financial situation can be stressful or intimidating, and so I work really hard to helping people find a balance between being financially responsible and creating moments that are rich, fulfilling and memorable.
I truly enjoy meeting with people of all circumstances to discuss their needs and help them achieve financial confidence and clarity.