Education, Certifications

  • Bachelor of Business Administration in Financial Markets, University of Minnesota, Duluth
  • MBA, University of Illinois at Urbana Champaign

Professional Associations

  • Financial Planning Association
  • Arrowhead Estate Planning Council

Community Involvement

  • Duluth Superior Eco Rotary
  • Superior Douglas County Family YMCA

Kara Proctor, CFP®

As both a financial advisor and financial planning director, Kara Proctor is committed to helping clients feel empowered to make the best possible financial decisions for their lives.

She takes great satisfaction in ensuring clients fully appreciate the many rewards of their hard work and careful planning. Whether it’s orchestrating the financial planning process or having conversations with clients about their retirement readiness and vision for their next phase of life, you can always find her completely attuned with the situation at hand.

As an active member of the community, Kara is a board member of the Duluth Superior Eco Rotary and the Treasurer of the Superior Douglas County Family YMCA. In addition, Kara and her husband have three children who they try their best to keep up with – though results may vary.

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