Principal

Scott B. Hinkle,
J.D., CFP

Scott is the leader of the firm’s Credit Union practice and brings over twenty-five 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. As a member of the California Bar in addition to being a Certified Financial Planner CFP, he brings unique perspective and expertise in the structure and funding of insurance programs that benefit both the employer and key executives. Scott loves to golf, surf, and spend time traveling with his wife and three kids.

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

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

Ryan Millman

Ryan is a Principal of Acumen Insurance Solutions.  As a former Senior Partner of Stearns Financial Group & Regional Vice President of BFB Gallagher, he is recognized as an industry expert regarding non-qualified deferred compensation. Ryan has worked with over 200 tax-exempt organizations with updating, enhancing, and designing their supplemental executive & key leadership member retention plans. A common theme across his consulting engagements, Ryan focuses on aligning data, relationships, and circumstances to drive mutually beneficial outcomes for both the organizations and individuals in question. Ryan graduated from Tufts University in 2015 with a dual degree in Quantitative Econometrics and Entrepreneurship. At heart, Ryan is an entrepreneur that is driven by helping individuals in all aspects of his life.

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.

Sr. Account Manager for Scott B. Hinkle, JD, CFP

Christine Speller

Christine is a Sr. Account Manager for Scott B. Hinkle, JD, CFP. 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.

Head of Case Management

Katrina Smith

Katrina joined Acumen Insurance Solutions in 2024 as their Head of Case Management. As a senior level financial executive, she has over 25 years of experience exclusively focused on financial services with a specialty in life insurance and wealth transfer. She is passionate about providing clients and advisors superior service through every interaction and experience. Prior to joining Acumen, Katrina served as Director of Underwriting for two large General Agencies as well as with an independent producer rm and brokerage rm. She was responsible for overseeing the operations of the Underwriting and New Business departments, including managing people, enhancing technology, innovating process, overseeing day-to-day case distribution and escalations, and creating mutual beneficial relationships with the rm’s clients and insurance company partners. Her goal is to ensure all business is processed in an efficient, consistent, timely, and accurate fashion. Relocating from Southern California, Katrina now resides outside of Nashville, TN with her husband and their two pugs. In her free time, she enjoys traveling with her husband and their adult children, taking way too many pictures, and scrapbooking their fun adventures!

Head of Case Design

Alex Bebis

Alex Bebis specializes in the design, implementation, and monitoring of Non-Qualified Deferred Compensation arrangements/Supplemental Executive Retirement Plans for Non-Profits and Closely-Held Businesses. More specifically for senior executives, directors, and other highly compensated individuals which the Organizations wish to recruit, retain or reward. Before joining Modern Capital, Alex served as an Advanced Case Design specialist for a large life insurer, where he developed life insurance-based solutions for high-net-worth individuals, geared toward executive compensation, tax efficiency, and estate planning.

Head of Servicing

Karen Riano

Karen joined Acumen Insurance Solutions in January 2023 as an Office Administrator.  She comes with over 19 years of experience in the financial planning and insurance industry.  She prides herself with her client service expertise and relations.  Karen is a native of Southern California, where she still resides with her family.  While not at work, she spends her free time with her children and grandchildren.  She also enjoys reading and is a huge fan of USC football.