Zuzanna supports client relationships with a focus on financial planning, estate planning, and tax planning and preparation. Her work is grounded in a strong technical foundation and a practical understanding of how planning and tax considerations intersect across a client’s broader financial picture.

Prior to joining Heritage Wealth Advisors, Zuzanna spent more than nine years with Ernst & Young, where she was part of the Fiduciary Trust Tax Group. In that role, she provided trust tax and information reporting compliance services for organizations utilizing trust accounting platforms, developing deep expertise in fiduciary taxation and complex reporting requirements.

Zuzanna earned her Bachelor of Science degree from Virginia Commonwealth University and is an Enrolled Agent (EA), authorized to represent taxpayers before the IRS.

She lives in Richmond with her husband, their young daughter, and their cat, Big Poppa.