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
Alex Bebis
Principal
Samantha Paxson
Principal, Chief Growth Officer
Mark Axmacher
Vice President / CIO
Rick Boothby
Regional Vice President
Ameya Dighe
Senior Case Design Analyst
Pam Edwards
Head of Marketing
Rob Fink
President, RAF Insurance Services
Chris Harris
Senior Financial Consultant
Deanna Hasten
Head of Administration
Dr. Jordan Josephson
Regional Vice President
Luisa Lora
Events Coordinator
Mike Miele
Regional Vice President
Judah Musick
VP of Sales Operations & Product
Karen Riano
Chief Financial Officer/ Head of Servicing
Steve Rice
Chief Sales Officer
Iain Rice
Vice President / Strategic Relations
Shannon Rogers
Case Designer
Katrina Smith ALMI ACS
Chief Underwriting Officer
Christine Speller
Chief of Staff
Francis Stipek
Case Design 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.