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David Chaney

David Chaney

Chief Executive Officer and Founder

David M. Chaney, ChFC, CLU, is the Chief Executive Officer and Founder of Legacy & Succession, LLC. A lifelong Oklahoma, he received his Bachelor of Science in Agriculture from Oklahoma State University in 1985, entering the financial advisory industry two years later in 1987. David holds multiple industry designations, including Chartered Financial Consultant (ChFC), which he obtained in 1997. In addition, David has received numerous industry awards and accolades in his over 35-year career.

David resides with his wife, Gaye Lynn, on their family's ranch in Perkins, Oklahoma… together they have two grown children, Madison and Tucker.


Being the recipient of multiple industry awards does not evaluate the quality of services provided and is not indicative of the award winner's future performance.