Our Mission

Our mission at Acumen is to improve lives by providing

financial peace of mind.

Our Vision

Our vision is to serve as the nation’s most trusted life insurance planning resource for families, business owners, key executives, and nonprofit organizations.

Corporate business team meeting discussion and startup concept. Coworking team meeting. Group of two businesspeople working with new startup project in modern office.

About Us

At Acumen, our team works diligently to solve estate planning, business succession, and executive retention issues for families, businesses, and nonprofit organizations through strategically-designed tax-efficient life insurance products. We provide written audits of existing life insurance policies, as well as second opinions of life insurance plans proposed by other agents. Our specialization is a “foot wide and a mile deep” in life insurance. We are experts in this niche, and we offer no other products or services to ensure you receive the best life insurance plan and customer service possible.

Core Values

The core values of Acumen Insurance Solutions came naturally to our team and we keep them at the forefront of all of our relationships and communications. Our values are a focus of our relationships with each other, with our clients and with other partnerships. We hope that you easily recognize and feel that we are true to these values within our business.

Client-Centric

We put our clients first and everything else falls into place.

Trustworthy

We operate with personal accountability and integrity.  

Specialized

We do one thing really, really well: life insurance.

Innovative

We provide “best of breed” life insurance strategies, designs, and products.

Transparent

We communicate with unwavering candor, honesty, and respect.

Collaborative

We recognize the strength in the collective genius of experts.

Our Team

With over 100 years of combined experience in our industry, we have leveraged our experience in law, finance and communications to become a thought leader and trusted resource to other professionals and their clients regarding life insurance planning. Our team was formed from four independent life insurance experts who wanted to collaborate to share knowledge, improve client experience, and leverage each other's expertise to provide exceptional service and create the best plans possible. We aspire to deliver long-term intellectual and financial benefits, allowing us to provide for our families while helping others and contributing to the communities we serve. Through our client centric mindset, we put clients first by communicating with unwavering candor, honesty and respect and everything else falls into place. We operate with personal accountability and integrity to gain trust from those we work with. Our team shares the philosophy that collaboration stimulates the mind, improves results, and provides an enjoyable team atmosphere! 

Meet the Team

Principal

Scott B. Hinkle,
J.D., CFP

Scott is the leader of the firm’s Credit Union practice and brings over twenty years of experience in the financial services arena. He specializes in working with CEOs, CFOs and key executives of credit unions, nonprofits, and successful businesses using tools and techniques custom-designed to minimize taxes and maximize the efficient use of assets. He brings unique expertise in the structure and funding of business succession and supplemental executive retirement plans that benefit both the employer and the key executives.

Principal

David A. Jacobs,
J.D.

David has over twenty years of experience in law, insurance, and communications, and brings a valuable and unique perspective to the planning process. He is a conscientious planner who specializes in working with other professionals and their clients to address business succession, executive retirement, estate planning, and life insurance matters. David is an excellent listener who cares deeply about meeting clients’ individual goals and objectives. He is a member of ProVisors and serves on the board of the North County Estate Planning Council – San Diego.

Principal

John D. Levin,
ChFC, CLU, RICP, AEP

John brings over thirty years of experience in the financial services industry with his primary focus being on advanced planning for high-net-worth individuals and families. This involves a fully integrated approach to managing, preserving, and distributing wealth in a tax-efficient manner. He works hard to collaborate with his clients and their other professional advisors to build a collective goal setting team. John is a member of the Southern Arizona Estate Planning Council and serves on various boards, including First Financial Resources and its finance committee as well as the Tucson Medical Center Board of Trustees and its investment committee. He enjoys spending time with his family, as well as experiential activities in RVing and motorsports racing.

Principal

Michael J. Marion,
CLU, ChFC, CSPG

Michael focuses his practice on family wealth transfer, philanthropic planning, business succession and executive benefit needs of high-net-worth families and successful closely-held businesses. He has established relationships with a unique network of top performing professionals from every relevant professional discipline and collaborates with the “best of the best.” The result is an all-star team of financial, insurance, legal and tax experts with specialized, cutting edge and long-term experience working with high net worth clients and closely-held business enterprises.
Credit Union Strategic Relations Leader

Steve Rice

Steve heads up Strategic Relations for the firm's Credit Union practice and has a 20+ year career in financial services. He focuses on developing partnerships that create value for credit unions and our strategic partners. Prior to joining AIS Steve consulted to national financial firms and multi-family offices on relationship development. Steve was certified by Michael Gerber's E-Myth Academy in business development and is a graduate of the Strategic Coach program for entrepreneurs.
Senior Account Manager

Deanna Hasten

Deanna is a Senior Account Manager for Scott B. Hinkle. She joined the team in 2005, following five years with CBIZ Special Risk Insurance Services as a Life Case Manager. She is responsible for processing and managing life new business by working directly and indirectly with many different insurance companies and lending institutions. She also provides assistance in life insurance policy case design. Deanna is a San Diego native, who enjoys hiking, baking, photography and quality time spent with family and friends.

Account Manager

Kimberlee S. Levin

Kimberlee began her career at Northwestern Mutual in 2008 after attending Northern Arizona University. She joined Levin Funding Group in 2010. Kimberlee serves as the new business coordinator, application, in house illustration specialist, and life insurance liaison. Kimberlee is studying to complete her CFP designation. She keeps busy with their three children and is involved in her community serving on the CHD Families of Tucson Board of Directors as the Family Assistance Chair.

Office Administrator

Kimberly A. Levin

Kimberly brings over 25 years of experience in the financial industry. She began working alongside her husband, John servicing clients and then moved into business development. She has many duties, including managing employee group benefits and accounting. Kimberly makes family a priority and enjoys spending time with her seven grandchildren and traveling with her husband in their motorcoach.

Mike C Marion,
CFP, RICP, MBA

Mike has 13 years of experience guiding families through complex challenges, both as a Financial Planner and as a former Senior Living executive. He specializes in strategic thinking, creative problem solving and executive leadership. As a financial planner, Mike helps clients with planning for their business, family, estate, retirement and philanthropy. He is passionate about helping people do things that are meaningful to them with their money.

Trust Account Manager

Debra L. Ojasild

Debra’s responsibilities include management of client service and operations, compliance administration and she is in charge of the trust administration team which provides detailed record keeping and reporting services to the client’s estate planning attorney, CPA and IRS regarding our client’s allocation of Gift Tax and Generation Skipping Tax Exemptions. In addition, Debra provides support services to our client families and their advisors for trust and estate administration services. Debra lives in Ladera Ranch with her sons Max and Jack.

Senior Account Manager

Christine Speller

Christine is a Senior Account Manager for Scott B. Hinkle. She has worked in the financial services industry for over twenty years and with Scott for the last fifteen. Christine’s primary responsibilities include coordinating client relations meetings, proactive medical underwriting, and reliable servicing of our clients’ policies. She is passionate about demonstrating good work ethics to ensure the firm’s clients receive the highest level of service and have a consistent, high-level quality of work that is completed correctly, and in a timely manner. Christine resides in Wine Country, Temecula, with her husband and two children.