We put our clients first and everything else falls into place.
Scott B. Hinkle,
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.