Maximize Your Mission.

Acumen Financial Advantage proudly serves a variety of mission-driven organizations, including credit unions, healthcare providers, educational institutions, and nonprofits. We focus on tailored strategies that align with your unique mission. We have a unique expertise in leveraging untapped strategies in key areas that impact how your mission manifests most: attracting and retaining the best talent, increasing your investment yields, and maximizing your charitable impact.

Meet Our Team
Scott B. Hinkle J.D. CFP
Principal / Co-Founder
Ryan Millman
Principal / Co-Founder
Alexander Bebis
Principal/Chief Operating Officer
Samantha Paxson
Principal, Chief Growth Officer
Mark Axmacher
Vice President / CIO
Eric Bach
Regional Manager
Rick Boothby
Regional Vice President
Ameya Dighe
Senior Analyst
Pam Edwards
Head of Marketing
Rob Fink
President, RAF Insurance Services
Chris Harris
Senior Financial Consultant
Deanna Hasten
Senior Case Support Specialist
Steve Howard
Chief Financial Officer
Dr. Jordan Josephson
Regional Vice President
Luisa Lora
Events Coordinator
Mike Miele
Regional Vice President
Judah Musick
VP of Sales Operations & Product
Karen Riano
Senior Client Success Manager
Steve Rice
Chief Sales Officer
Iain Rice
Vice President / Strategic Relations
Shannon Rogers
Analyst
Katrina Smith ALMI ACS
Vice President of Operations
Christine Speller
Director of Executive Initiatives
Francis Stipek
Analyst
Lynn Weirick
Regional Vice President
Mike Weismiller
Regional Vice President
Carly Wilhelm
Regional Vice President
John (Bernie) Winne
Regional Vice President

Explore Our Solutions

Learn how Acumen can help you thoughtfully implement a deferred compensation plan that strengthens your leadership, provides invaluable benefits, and ensures maintaining financial health and regulatory compliance.