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
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 GrayFinancial Professional
Greg Davis Advisor
Ryan W. HurrAdvisor
Ready to Connect?
Reach out to our team today to schedule a meeting or register to attend a webinar.