SE 255 Southeast Highway 97
David Boniface is the owner and president of Legacy Capital Wealth Management. David graduated from the University of Minnesota-Duluth. In 1988 he began his successful career as a financial advisor for a small regional Investment firm and continued there until 2001 when he opted to start his own practice, Legacy Capital. From the beginning, the mission of Legacy Capital was to create a firm that would always place its client’s best interest ahead of its own. Dave holds the Series 7, 63 & 66 securities registrations, as well as his series 04 and 24 principal registrations through LPL Financial.
David has received numerous awards and national recognition. He is a 11x recipient of the “5-Star Wealth Manager” award featured in the Minneapolis-St. Paul Magazine; an elite group representing only the top 7% of the wealth managers in the Twin Cities area. David has also been recognized by Forbes magazine list of “In State Top Wealth Advisors”. He recently was quoted in a Barron’s magazine article. Dave and his team help clients build confidence in their financial plans.
When not working, Dave enjoys spending time at the family cabin on Webb Lake. He especially enjoys his new granddaughter, Isla, and looks forward to their fishing time together. Dave enjoys the cabin mornings on the fat tire biking trails before heading to the pontoon for lake time. Dave’s winter activities include hiking in the woods and cross-country skiing and of course, watching Vikings and Gopher football. Dave resides in Wyoming, MN with his wife, Jane and their dog, Miller. He has 3 adult children.
Austin started working at Legacy Capital Wealth Management part time in 2015 and started working full time after graduating from Augsburg University in 2017 with a degree in Finance. During his time at Augsburg, Austin participated on the Wrestling team where he helped Auggies with four top 5 finishes at the NCAA National tournament including a First-place finish in 2015. Austin was also honored with 3 NWCA Academic All-American awards in his last 3 seasons with the Auggies. After graduation Austin served as the Graduate Assistant Coach at Augsburg University and helped the Auggies to a second-place finish at the 2018 NCAA National Championships. Austin is a Certified Financial Planner and currently holds his Series 7, and Series 66 registrations through LPL Financial. In addition, Austin is a licensed Life/Health Variable Annuity Insurance Agent. Austin loves getting into the financial planning weeds and distilling complex strategies into simple, step by step instructions for clients.
Austin enjoys spending his free time at the family cabin in Webb Lake, Wisconsin where he teaches tricks to the family dog, Miller and rides his fat tire bike with Dave. He enjoys all outdoor activities including biking, hiking, golfing, and all water sports. When he is not working, he is found working out, watching sporting events, listening to podcasts or enjoying an outdoor adventure. Austin’s bucket list includes traveling to all US National Parks and he tries to get out of the office at least once a year to visit a new park. Austin lives in Lino Lakes, MN where he can be found enjoying the walking and bike paths around the lakes.
Financial Planning Assistant
Victor left a career in tax accounting and began working part-time at Legacy Capital in 2021 while working towards his MBA at Augsburg University, where he also earned his bachelor’s degree in accounting. While at Augsburg, Victor was a 3x NCAA All-American as a member of the wrestling team, a 3x recipient of the prestigious NCAA Elite 90 Award and was a captain of the 2019 NCAA championship team. Victor moved away from the accounting industry to find a role that was more client-facing, and he found that at Legacy Capital. He holds his Series 7 registration through LPL Financial and enjoys getting to know clients’ unique experiences and goals and helping Dave and Austin build out plans to pursue those goals.
When he’s not in the office, you’ll probably find Victor in a gym coaching wrestling year-round or doing anything and everything you can imagine in the outdoors! From hiking, fishing, and kayaking to golfing, disc golfing or any yard game; if it’s outdoors, you can bet that Victor enjoys it. If you’re trying to reach him in the office on Fridays in the summer, there’s a pretty good chance you’ll have to wait until Monday, unless he wants to answer the phone from one of the many country music festivals that bless the Midwest in the summers. Victor is a also huge sports fan and one of the very rare Vikings/Packers fans you will ever meet thanks to some good friends in the Green Bay area.
LPL Registered Administrative Assistant
Kim joined Legacy Capital Wealth Management in 2002. She brings 20+ years of exceptional customer service experience to our firm. People describe her as dependable, loyal and hardworking. Kim maintains her Series 7 securities license through LPL Financial. Kim’s main responsibilities are opening new accounts, assisting clients with beneficiary changes, contributions and distributions, and helping clients with administrative questions. Kim also works with assisting 401K participants. She delivers high quality service to each of our clients.
When not at work, Kim enjoys lake time, pool time, camping, walking her dog and spending time with friends and family. Kim also enjoys traveling to warm destinations in the winter, attending concerts and playing bingo. Kim lives in Wyoming, MN with her husband Terry and their dog Tyson. Kim has two adult children and four grandchildren.
Jane, Dave’s wife has been an integral part of Legacy Capital Wealth Management since its inception. As part of the team, Jane is responsible for managing the office, payroll functions and the accounting/tax work.
When not at work, Jane enjoys spending her time with friends and family. She also enjoys babysitting her new granddaughter, Isla. Jane and her husband spend most weekends at their cabin in Wisconsin where they enjoy hiking, cross country skiing, water activities, and relaxing on the pontoon. Jane is an avid Gopher football and basketball fan. Jane enjoys fitness classes and daily walks with the family dog, Miller. Jane lives with her husband, Dave and Miller in Wyoming, MN. They have three adult children, David, Jordan and Austin.