Heritage First
Financial ServicesView the employees at
Heritage First-
Greg Davis Devoted Husband, Father and Grandfather Living the Dream(?) in Kansas
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Kansas City, Missouri, United States
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Top 1%
Jimmy Faltersack Senior Consultant at First Heritage Financial Group-
Denver, Colorado, United States
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Rising Star
Eric Gray Partner at Heritage First-
Top 5%
Dylan Gray Student at The University of Kansas-
Lawrence, Kansas, United States
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Rising Star
Don Lueke Owner, Heritage First Wealth management and legacy planning services-
Kansas City
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Rising Star
Overview
Heritage First is a Wealth Management firm helping clients plan, save and invest for the future with confidence. Since most people lack the time, temperament and knowledge to develop and execute their own financial plan, we assist clients in their best way forward. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Heritage First are not affiliated companies.
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