Don Lueke

About Don

For nearly 30 years, Don has dedicated his career to building financial solutions that reflect the values, experiences, and passions of his clients. He understands that his clients’ dreams and goals are not just numbers on a balance sheet — and he ensures they never will be.

Don prioritizes a thoughtful process of discovery, planning, and vision-sharing to help clients achieve both their long- and short-term goals. By centering his firm on these core principles, he helps empower clients to craft strategies designed to preserve what matters most and leave a lasting impact for generations.

In addition to his extensive experience in legacy planning and wealth strategies, Don emphasizes purposeful discovery, ensuring that every solution is tailored to his clients’ unique goals rather than his own.

Don earned his bachelor’s degree in finance and economics, as well as his MBA, from Rockhurst University.

A lifetime resident of Kansas City, Don and his wife, Debbie, are the proud parents of seven children. Together, they enjoy traveling and cherishing time as a family. Don is also deeply involved in his community as a coach and volunteer, serving on several boards.

Insurance products are offered through the insurance business Heritage First. Heritage First is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. AEWM does not offer insurance products. The insurance products offered by Heritage First are not subject to investment Advisor requirements. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Catholic Financial Planners Network is not affiliated with Heritage First or AEWM. AE Wealth Management LLC provides services without regard to religious affiliation and the views of individual advisors are not necessarily the views of AE Wealth Management. CFP Board owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® in the U.S 3628741 01/26