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Bridging Generations


Defining your legacy

with meaning and significance.

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Bridging Generations


Defining your legacy

with meaning and significance.

WELCOME to heritage FIRST


Thank you for visiting our site.  We are here to help and to educate our clients about the concepts of financial planning. 

Your visit will help you discover the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. This site contains information to help you gain a better understanding of the financial concepts behind insurance, investing, retirement planning, estate planning, and wealth preservation. Yet, there is more. For those interested, you will learn more about defining personal significance after the achievement of financial success. We firmly believe your legacy can be measured by much more than your balance sheet.


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About Heritage


About Heritage


Bridging Generations 


Our Firm

We are a comprehensive wealth management and legacy planning firm committed to helping you pursue your financial and personal goals.  We offer a wide range of investment products and a meaningful process to engage families in bridging generations.  Wealth accumulation is an important piece in the beginning of the process that includes protecting assets, distribution of income and wealth transfer.  We believe in maximizing financial opportunities while encouraging stewardship and philanthropy.  Our expertise is grounded in financial wisdom which, in turn, will lead to personal significance.

Our Services

While developing a customized financial program, we will walk you through a step-by-step process that will instill confidence in your decisions. Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives.  We can help you execute a sound financial plan using the following

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DEFINING YOUR Legacy


DEFINING YOUR Legacy


DEFINING YOUR Legacy


While wealth accumulation through prudent investment strategies play a big part of what we do, we recognize that planning for you requires more.  We believe your legacy should be more defined by what you value, not just by the value of what you own.  To that end, our planning process addresses both the successful financial solutions you deserve, as well as the opportunity to define your legacy of significance.  We do both—on purpose and for your reasons.

Our planning process offers customized solutions to help you achieve your unique financial goals while providing you with the opportunity to define your personal legacy of significance.

At Heritage First, we believe your legacy should be defined not only by the value of what you own, but also by what you value.

The above video links were produced by The Heritage Institute, a separate entity from Heritage First.

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Our Team


Our Team


THE HERITAGE FIRST TEAM


We are a comprehensive wealth management and legacy planning firm committed to helping you pursue your financial and personal goals.  We offer a wide range of investment products and a meaningful process to engage families in bridging generations. Wealth accumulation is an important piece in the beginning of a process that includes protection of assets, distribution of income and wealth transfer. We believe in maximizing financial opportunities while encouraging stewardship and philanthropy.  Our specialty is grounded in financial wisdom which in turn will lead to personal significance. 

DON LUEKE, CFP, MBA

DON LUEKE, CFP, MBA

GREG DAVIS, ADVISOR

GREG DAVIS, ADVISOR

ERIC GRAY

ERIC GRAY