Broker Check
Lawrence Donna

Lawrence Donna


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 activities, on the water chasing walleyes, on the trails, or enjoying some quiet time in front of a fire.  Otherwise, I am in the woods.

Why are you a financial advisor?  I was fascinated with stocks and investing when I was a kid – I loved to read the quotes with my father and grandfather and try to pick the next winner. 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 actually completed in September of 2018, although not at Wrigley.  Next up is skydiving.

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 and live everyday to the fullest!

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