Broker Check
Lawrence Donna

Lawrence Donna

President

Larry is the President of Heritage Financial Advisors.  He has been a financial advisor since 1995, holds the Accredited Wealth Management Advisor designation and graduated from the University Wisconsin LaCrosse with a degree in Finance.  Larry lives in Hudson, Wisconsin with his wife Shannon and their three children: Teddy, Sophia and Catterina. They have two dogs and two cats.

Getting to know Larry:

 

What are you doing when you’re not working?  When I am not working, Shannon and I are usually watching our kids in their various sports, 12 months out of the year.  When I am not doing that, I am either on a date with my wife or I am in the woods or on the water.

Why are you a financial advisor?  I was fascinated with stocks and investing when I was a kid – I loved to read the stock quotes with my father and grandfather and pretend I was investing my own money. When I was in college, I did well in Finance and Economics courses, so I decided to become a stockbroker.  I quickly learned that this profession wasn’t just about picking stocks or investments but more importantly, building long, trusted relationships with clients. Many of whom I now consider friends and extended family – not just clients.

What is one thing on your bucket list?  Take batting practice at an MLB stadium*, preferably Wrigley Field. This was completed in September of 2018, although not at Wrigley...

What would you have for your last meal?  I would start with a plate of fresh oysters and a martini – gin (shaken) with two olives. I would have a big plate of spaghetti with Italian sausage and a side of my BBQ ribs. I would finish with a slice of key lime pie and wash it down with a tall glass of ice cold milk.

To date, what has had the most profound impact on your life?  Losing my dad suddenly and at a relatively young age really changed my outlook on life.  Experiencing that huge loss taught me two things: Always have a plan in place (which my parent's did) and live everyday to the fullest!

What is your greatest accomplishment?  I have two.  Marrying my soulmate and having three awesome kids.