Broker Check


Lawrence Donna


(651) 788-7457

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...

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Susan Brusewitz

Director of Client Services

Susan Brusewitz is the Director of Client Services at Heritage Financial Advisors. She has worked in the financial services industry for over 15 years. She graduated from the University of Wisconsin-Eau Claire with a Bachelor of...

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Denice Riley

Client Relationship Manager

Paul Hoghaug

Managing Director