About Mark LeFevre

Senior Vice President, Financial Advisor

 

Mark LeFevre began his career in the financial services industry in 1978. During his career, he has received many leadership and achievement awards, including Branch Manager of the Year at a major New York Stock Exchange-affiliated firm. Mark is a third generation graduate from Michigan State University.

With his son Todd, Mark formed the Heritage Wealth Management Group, which provides a holistic wealth management approach for their clients. They’ll work closely with you, your family, and your other trusted advisors (i.e., tax advisor, attorney) to develop a well-designed, comprehensive road map to your future and help you live life and all its pursuits to the fullest.

 

About Todd LeFevre

Vice President, Financial Advisor

 

Todd LeFevre received his bachelor's degree from Augustana College in 1996. He began his career in the compliance division of a major New York Stock Exchange-affiliated firm. In 1999, Todd joined his father in their wealth management practice.

Mark and Todd’s mission as wealth advisors is to help you develop a plan to successfully achieve your long-term financial goals. Heritage Wealth Management Group has the experience and perspective to not only help you grow your wealth, but also to advise on the best ways to preserve, and ultimately transfer, more to your heirs.

Contact Mark and Todd today to learn more about their services and how The Heritage Wealth Management Group can help you and your family reach your financial goals.