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Legacy Spotlight

David R. Bauman
Trust Investment Officer

Dave has been a member of Legacy's investment team since joining the company in 2010.  He is a longtime resident of the Fox Valley, having grown up in Appleton and earning his undergraduate degree from Lawrence University.  Dave moved to Madison immediately afterwards, earning his law degree and MBA from the University of Wisconsin. He gained a significant amount of insurance and investment experience while working as a financial representative with Northwestern Mutual for eight years before moving back to the Valley.

Dave enjoys a wide range of activities outside of work, particularly swimming, golf and football, and playing armchair GM for the Packers.  He is very well-read and enjoys listening to a wide range of music, having played the french horn in collegiate and community ensembles for twenty-five years.  Dave is a movie fanatic, and has probably seen it.

He is a member of the Neenah Rotary Club and is a board member with Friendship Place, a non-profit outreach program for people with mental illness.  With Legacy, Dave benefits clients with his background in individual portfolio management, investment strategy, and estate planning.

You can contact Dave at 920.967.5066 or dbauman@lptrust.com.