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Chris Proctor

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Principal, Chief Investment Officer & Financial Advisor

Chris Proctor

CIMA®

Chris believes that proactive and holistic planning is the best way to acquire and maintain wealth. As a Certified Investment Management Analyst®, he leads the investment committee and advises a small group of clients.

Chris has over 25 years of experience in financial services, having held investment and advisory positions at large, diversified U.S. and global firms. He began in corporate finance and transitioned to consulting with retirement plan participants, corporate investment policy committees, and eventually individuals and families. In his previous role, he consulted with financial professionals at every major U.S. firm.

Chris graduated from Kansas State University in 1995 with a degree in accounting and received his certificate in financial planning from the University of Missouri-Kansas City in 2000. He enjoys swimming, soccer, wine, and spending quality time with his wife and two daughters.

Certifications & Licenses: CIMA® (Certified Investment Management Analyst), Series 65 Securities License