ACUMEN INSURANCE SOLUTIONS - Key Persons
Job Titles:
- Senior Account Manager
- Senior Account Manager for Scott B. Hinkle
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.
Job Titles:
- Senior Account Manager
- Senior Account Manager for Scott B. Hinkle
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.
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.
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.
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 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.
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.
Job Titles:
- Credit Union Strategic Relations Leader
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.