Zuzanna services client relationships in the areas of financial planning, estate planning, tax planning, and preparation.
Prior to joining Heritage, Zuzanna spent over nine years with Ernst & Young. As a part of the Fiduciary Trust Tax Group, she provided trust tax and information reporting compliance services for organizations that utilized trust accounting platforms.
She earned her B.S. from Virginia Commonwealth University and is an Enrolled Agent (EA).
Zuzanna enjoys running and practicing yoga. She and her husband live in Richmond, VA, with their young daughter and cat, Big Poppa.