Team
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...
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...