David M Schimberg
Wealth Management Advisor


Schimberg Financial Group

  • Office 513-366-3678
  • Mobile 513-477-8110

Professional

Before David can speak intelligently about the services that might be appropriate for you and your family, he needs to get to know you. And, before you can feel comfortable sharing your goals and dreams, you need to get to know David.

David has been with Northwestern Mutual since 1996.

Career Achievements

David has earned numerous awards throughout his career, including the National Association of Insurance Association's (NAIFA) National Sales Achievement Award, the National Quality Award, and the Million Dollar Round Table's Provisional, Qualifying and Qualifying/Life Member awards.

Steve Braun is a member of NAIFA

The National Sales Achievement Award was created in 1966. The NSAA recognizes local association members who write large numbers of life and health insurance policies, thereby demonstrating their abilities in client building and their success as an insurance agent.

The National Quality Award was created in 1944. The NQA recognizes agents whose persistency records indicate competence and dedication to the insurance industry and their clients. Agents who win this award have tangible evidence signifying that the products they sell will meet clients' needs.

Steve Braun is a member of MDRT

Founded in 1927, the Million Dollar Round Table (MDRT) provides its members with resources to improve their technical knowledge, sales and client service while maintaining a culture of high ethical standards. Its mission is to be a valued, member-driven international network of leading insurance and investment financial services professionals who serve their clients by exemplary performance and the highest standards of ethics, knowledge, service and productivity.

 

 

Awards and Recognition

 

Million Dollar Round Table Qualifying Member 1999-2007

MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT

 

Million Dollar Round Table Qualifying/Life Member 2008-2015, 2017, 2019

MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT

 

National Quality Award 2000-2010

Award recognizing persistency and performance

 

National Sales Achievement Award 1998-2005

Award recognizing performance

 

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