Putting purpose behind Your Pursuit


At Heritage First, we believe “purposeful planning” produces a better investment experience for you and your loved ones. That philosophy has guided us for the past two-plus decades, helping us develop strong relationships and become one of Kansas City's local advisors.

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.

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Don Lueke, CFP®, MBA

Owner | Investment Adviser Representative

For almost 30 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 marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S.
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Eric GrayDirector of Operations

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Ryan W. HurrAdvisor

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Eleanor Fischer Director of Client Experience

STRATEGIC RELATIONSHIPS

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As part of our commitment to offering comprehensive financial services, we have engaged with AE Wealth Management, an SEC Registered Investment Advisory (RIA) firm based in Topeka, Kansas. Founded in 2016, AE Wealth Management supports independent financial advisors like us with a dedicated team of more than 140 professionals specializing in operations, compliance, investment management and coaching.

AE Wealth Management manages over $50 billion in assets under management (AUM) as of May 2026. AE Wealth Management serves as a turnkey asset management platform, providing resources and support for delivering investment advisory services. By collaborating with AE Wealth, we are able to access a diverse range of products and services from industry professionals designed to help address the complexities of today’s financial landscape. This relationship enhances the strategies and guidance we can offer as we work together toward your financial goals.
Click to learn more about AE Wealth Management and how they help us support our clients.

AE Wealth Management, LLC (AEWM) is an SEC Registered Investment Adviser (RIA) located in Topeka, Kansas. Registration does not denote any level of skill or qualification. Heritage First is not an affiliate company of AE Wealth Management, LLC. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.

This information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. None of the information contained herein shall constitute an offer to sell or solicit any offer to buy a security or insurance product.

 

Ready to Connect?

Reach out to our team today to schedule a meeting or register to attend a webinar.

Or give us a call at 816-931-0375