Experience you can trust
Our team has over 30 industry credentials & over 300 years of industry experience. You can relax knowing our team of advisors has you covered.
- 11 CFP®’s
- 7 ChFC®
- 7 RICP®’s
- 6 CLU®’s
- 3 WMCP®’s
- 2 CASL®’s
- 2 CLTC®’s
- 2 MBA’s
- 1 AWMA®
- 1 CIMA®
- 1 LUTCF®
- 1 LTCP
- 1 Ph.D.
- 1 CPA
OUR TEAM IS ONE OF THE BEST
Forbes has recognized David Schimberg as a Best-In-State Advisor for 2022. Ben Beshear was recognized by Forbes as a top financial professional in the country for 2021. Tek Wiegert and Andy Scarpitti have been recognized for 2022. Many thanks to our hardworking team, amazing clients, and partnership with Northwestern Mutual. This would not have been possible without you.
We are thankful to Forbes for recognizing our firm comprised of Cincinnati financial advisors, Detroit financial advisors, Washington DC financial advisors and San Francisco financial advisors. This recognition reflects our unwavering commitment to delivering outstanding financial advisory services. As a trusted wealth management firm, we strive to help our clients achieve their financial goals. Partner with us and experience the expertise that has garnered Forbes' recognition.
LiveWell Capital has also been awarded with “Best Places to Work” by the Cincinnati Business Courier. We are honored that our team feels as loved as our clients do!
NORTHWESTERN MUTUAL (NM) AND ITS ADVISORS DO NOT PAY FOR PLACEMENT ON 3RD PARTY RATING OR RANKING LISTS. NM AND ITS ADVISORS DO, HOWEVER, PAY MARKETING FEES TO THESE ORGANIZATIONS TO PROMOTE THE RATING OR RANKING(S). RANKINGS AND RECOGNITIONS ARE NO GUARANTEE OF FUTURE INVESTMENT SUCCESS.
FORBES "BEST-IN-STATE WEALTH ADVISORS" LIST (APRIL 2022), RESEARCH AND RANKING PROVIDED BY SHOOK RESEARCH, LLC. BASED UPON DATA AS OF 6/30/2021.
FORBES TOP FINANCIAL SECURITY PROFESSIONALS LIST (JULY 2022). RESEARCH AND RANKING PROVIDED BY SHOOK RESEARCH. BASED UPON DATA AS OF 12/31/2021.
FORBES TOP FINANCIAL SECURITY PROFESSIONALS LIST (OCTOBER 2021). RESEARCH AND RANKING PROVIDED BY SHOOK RESEARCH. BASED UPON 2020 DATA.