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Chris Proctor

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Principal, Chief Investment Officer & Financial Advisor

Chris Proctor

CIMA®

With over 25 years of experience in financial services, Chris  believes that proactive and holistic planning is the key to building and maintaining wealth. Chris  leads Legacy’s investment committee and works closely with a select group of clients, helping them navigate the complex financial landscape with thoughtful, strategic guidance.

Chris’s career has spanned corporate finance, retirement plan consulting, and wealth management, with roles at large U.S. and global firms. He has worked with corporate investment policy committees, retirement plan participants, and individual clients to implement investment strategy and financial planning. Before joining Legacy, he consulted with financial professionals at every major U.S. firm providing guidance on investment and practice management.

A 1995 graduate of Kansas State University with a degree in accounting, Chris later expanded his expertise by earning a Certificate in Financial Planning from the University of Missouri-Kansas City in 2000 and CIMA® designation in 2022 after studying at the University of Chicago Booth School of Business.

Outside of work, Chris enjoys swimming, soccer, and discovering great wines. But above all, he values quality time with his wife and two daughters, whether it’s on the sidelines of a game or on a family vacation.

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