Meet The Team
The team behind Heritage First is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.
Don Lueke, CFP®, MBA
Owner | Investment Adviser Representative
For over 20 years, Don has focused on building financial solutions that put the values, experiences and passions of his clients first. As a financial professional, he understands the dreams of his clients and their families aren’t just a number on a balance sheet — and they never will be.
To help his clients achieve their long- and short-term goals, Don prioritizes discovery, planning and sharing his clients’ vision for the future. By building his firm around these core tenets, Don is able to help clients craft plans that are designed to meet their most important goals and objectives for generations.
In addition to his experience in legacy planning and wealth strategies, Don believes it is important to add value through a purposeful discovery process, offering strategies to match clients’ goals, not his.
He graduated from Rockhurst University with a bachelor’s degree in finance/economics and an MBA.
Don and his wife, Debbie, are proud parents of seven children. Together, they enjoy traveling and spending time together as a family. Don is also actively involved in coaching and is a volunteer on many boards. He is a lifetime resident of Kansas City.
CFP Board owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® in the U.S.
Eric GrayDirector of Operations
Eric Gray Financial Professional
Eric brings over 20 years of experience to Heritage First and is a licensed insurance professional.
While continuing to develop his craft, Eric has taken on many roles over his career in planning. In 2000, Eric managed a regional team for a very large national financial institution. In this role, he was able to design insurance, annuity, and other planning strategies. Today, Eric focuses his attention on business development and creating a positive experience for clients. With a cost-conscious mindset, he strives to find plans that best meet the clients’ needs.
Eric brings a breadth of knowledge and experience to his role at Heritage First. A formative experience, early in his young adult life, was becoming an Eagle Scout. He resides in South Kansas City with his wife, Rachel, and their three sons, Tyler, Dylan and Ryan. Eric is very active in his parish and community. He also serves as the committee chairman of the Boy Scout troop where he received his Eagle award.
Eric was born and raised in Kansas City, Missouri, and attended Rockhurst High School. Eric enjoys playing golf, traveling and spending time at home with his family.
Greg Davis Advisor
Greg Davis Advisor
Greg is focused on learning more about his clients and using his skill and experience to help them reach their goals. Greg enjoys working with a team of strategic partners — including accountants, attorneys, insurers and bankers — to formulate a plan that helps clients live their best life both before and during retirement.
Greg has a bachelor’s degree in psychology from the University of Pittsburgh and an MBA from Lindenwood University in St. Louis.
Greg and his wife, Sally, have two children and three grandchildren who live in Kansas City. In 2009, Sally and Greg moved to Lenexa to be closer to family. Greg enjoys golf, cycling, swimming, history and genealogy. He also volunteers with Meals on Wheels, the American Diabetes Association and the Knights of Columbus.
Ryan W. HurrAdvisor
Ryan W. Hurr Advisor
Ryan prides himself on pursuing goals and solutions to help clients and their families build confident financial futures. By focusing on the dreams of others, he is able to formulate strategies for his clients. He tailors solutions to each person’s specific goals, using traditional and modern financial planning methodologies, strategic partnerships and innovative technology.
His professional background in financial services includes extensive experience with federal student loans and student loan planning.
Ryan earned a bachelor’s degree from the University of Central Missouri in Warrensburg, Missouri, and an MBA from Lindenwood University in St. Charles, Missouri. Ryan lives in eastern Kansas City with his wife, Hannah, and their three children.
Ready to Connect?
Reach out to our team today to schedule a meeting or register to attend a webinar.
