Heritage Financial Advisors is a small Woodbury-based company. The president, Lawrence Donna, has been a certified financial advisor since 1995, boasts a finance degree and an Accredited Wealth Management Advisor designation. The Director of Client Services, Susan Brusewitz, has more than 15 years of industry experience. In addition to being a certified advisor, she holds multiple securities licenses. The company provides investment management, financial planning, and insurance services. Clients can receive advice about how to manage their wealth, plan for retirement, and manage their accounts.