Mark provides strategic leadership in executive compensation, retention solutions, and institutional asset management for credit unions, hospital systems, and other nonprofit organizations. He also oversees all aspects of strategic partner relationships to ensure exceptional and seamless service delivery.

Previously, Mark spent over 15 years in private wealth management, specializing in alternative investments with a focus on non-market-correlated assets. His expertise spans direct investments in operating businesses, real estate, long-only public markets, long/short hedge funds, private equity, and private credit. Over time, his focus evolved toward helping nonprofit organizations optimize their financial strategies.

Mark holds a degree in Economics from Miami University (OH) and studied business at NYU’s Stern School of Business through the Stern Advantage Program. He maintains FINRA Series 7, 63, and 65 licenses, as well as life/health and long-term care insurance licenses. Additionally, he holds the Accredited Portfolio Management Advisor® designation from the College of Financial Planning. 

Outside of work, Mark enjoys the beach, travel, tennis, and spending time with his wife and son.

Rick is the Regional Vice President for Acumen Financial Advantage. His experience is rooted in the“informal funding” of Executive compensation. Since 1984 he has specialized in nonqualified plan design, implementation and administration in both public and closely held corporations; notably in the Banking and Credit Union industries. Through his

efforts, more than 400 executive benefit programs have been implemented for financial institutions. Rick earned a BA from the University of Florida and an MBA from Washington University. He is a registered representative and holds Series 6, 7, 63 and 65 FINRA (NASD) licenses.

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As a Senior Financial Consultant and a CPA, Chris has 30 years of corporate finance and audit experience, with 25 years in the financial services industry. He most recently served as Chief Financial Officer and Chief Strategy Officer for SAFE Credit Union in Northern California. His responsibilities included financial and strategic planning, board governance, treasury, risk management, and data analytics. Chris specializes in analyzing the financial products and investment strategies that help businesses achieve their objectives.

Dr. Jordan S. Josephson is an internationally renowned expert in nasal and endoscopic sinus surgery, specializing in both functional and cosmetic procedures. A board-certified otolaryngologist, he earned his medical degree from SUNY Downstate and completed his residency at Long Island Jewish Hospital. He was the first fellowship-trained endoscopic sinus surgeon in the U.S., training under Dr. David W. Kennedy at Johns Hopkins, where he later served as faculty.

A leader in his field, Dr. Josephson has trained hundreds of physicians, been a consultant to the NIH, working on groundbreaking techniques in nasal and facial reconstruction, and has lectured globally. His research and textbooks are widely recognized, and he has been featured as an expert on CBS, NBC, FOX, and NY1.

An active member of the American Academy of Otolaryngology’s Rhinology and Paranasal Sinus Committee, Dr. Josephson has helped set national standards for sinus surgery. He continues to practice in Manhattan, providing state-of-the-art care to his patients.

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Iain is the Vice President/Strategic Relations for Acumen Financial Advantage. Specializing in strategic partnerships, Iain has worked the better part of a decade building and managing pipelines for financial service firms. Specifically, focused on providing alternative investment, executive benefits, and charitable giving solutions for the tax exempt entity space. Iain graduated from Belmont University in Nashville, TN with a degree in business. In his spare time, Iain is serving his community through church and various local nonprofits as well as enjoying the vibrant music scene of Music City, USA.

Lynn Weirick began her career as a recruiter in Chicago before joining a Fortune 500 telecom company in 1989, where she excelled in roles including Sales, District Management, and Regional Sales and Service Manager. After relocating to South Carolina in 1993, she established a medical practice and became deeply involved in community initiatives, eventually serving as Financial Development Officer for a not-for-profit organization. In 2003, Lynn succeeded her father as president of the financial services company he founded. She later co-founded WKA Financial, LLC, and Evans-Weirick Business Consulting, LLC. Lynn holds a Bachelor of Science degree from Aquinas College and is a Certified Family Business Specialist. She and her husband have five children and enjoy outdoor activities like boating, tennis, and pickleball.

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Mike is a Regional Vice President for Acumen Financial Advantage. Mike has 20 years of experience working in the Credit Union space. He has focused on helping credit unions provide better service to members while providing technology services to keep them competitive in the marketplace. Mike graduated from Missouri State University with a degree in Communications. In his spare time Mike loves spending time with his wife, two kids and three dogs. His hobbies include padel ball, snow skiing and hiking.

Carly is Regional Vice President of Acumen Financial Advantage.  As a former SVP at GQR Global Markets and Regional Director and Managing Partner at Adaptive Medical Partners, Carly has been consulting in the healthcare industry for 10+ years. She has been primarily focused on partnering with C-level executives in all clinical and hospital settings to develop successful strategies to recruit physicians, nurses and executives. Carly has been a valued consultant with her clients. In addition, she adds significant value to her company through gaining strategic partnerships, building out dynamic internal teams, and streamlining costs & operational workflows. In her spare time, Carly enjoys investing in startups, traveling, yoga, and anything water related.

John (Bernie) Winne has recently retired after a lengthy career in the credit union industry which spanned more than 40 years. He was the President and CEO at Boston Firefighters Credit Union for the past 20 years and grew that credit union from $75M to $425M in assets. He was a long-time member of the Board of Directors and Chairman of the Massachusetts Credit Union League and the Cooperative Credit Union Association. He has been a member of several CUNA committees including Advocacy and Consumer Compliance and Charter Enhancement. He is now entering a new phase in his professional life as a Regional Vice President with Acumen Financial Advantage. In this role he will continue his dedication to the credit union industry working on issues pertaining to executive compensation and retention, prefunding employee benefits and charitable donation accounts.

Greg is a Case Design Analyst at Acumen Financial Advantage. He brings over 30 years of experience in case design, product and illustration support and team collaboration. He began his career working with insurance professionals at Executive Life and has advanced his knowledge and talents working for carriers including Pacific Life, Penn Mutual, All American Life and The Independent Order of Foresters. His experience also includes tenure with several national brokerages, IMO’s and Top of the Table producers.

Greg pursued his undergraduate studies at both Mt. San Antonio College and Northern KY University. He also has his California Life and Health license.

He resides along the central coast of California and enjoys cycling, hiking, the beautiful vistas of the Central Coast and is an aviation enthusiast.

Pete joined the team at the beginning of 2025 as a Case Designer. Pete has been working in the financial planning and insurance industry for over 25 years. His experience ranges from servicing, wholesaling and advanced case design consulting, in the life insurance planning arena. Pete has most recently worked with a major insurance carrier on an advanced sales team. Here, he consulted on advanced case designs, supporting financial professionals and his sales team. 

Pete resides in the mid coast area of Maine, with his wife and two dogs. He is fortunate to also have his three adult children and two grandbabies living in the area. With Pete’s free time he enjoys spending it with his family and taking adventures in the Maine great outdoors.

Ameya is the Head of Case Design at Acumen Financial Advantage where he focuses on proposal design, plan review, and corporate analytics. He leverages his expertise in business, finance, and statistics, gained from previous roles at TriscendNP, Citigroup's Financial Planning and Analysis Department, and an internship at the Central Bank of India’s Risk Management Department. Ameya holds a Bachelor’s degree in Information Technology and an MBA in Finance from Narsee Monjee Institute of Management Studies in Mumbai, India. He also earned a Master’s in Business Analytics from Southern Methodist University in Dallas, Texas, where he achieved Beta Gamma Sigma and Alpha Iota Delta honors, and completed a Professional Certificate in Data Science and Business Analytics from the University of Maryland in 2023.

Deanna is the Head of Administration at Acumen Financial Advantage. 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 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.

As the Events Coordinator at Acumen Financial Advantage, Luisa Lora plays a key role in shaping the company’s event strategy, overseeing sponsorships and trade show presence to maximize engagement and impact. Luisa joined Modern Capital in 2023, bringing with her a strong background in event management and brand activation. Prior to that, she held a similar role at Co-op Solutions, where she managed industry events, partnerships, and sponsorship initiatives.

Luisa ensures that Acumen Financial Advantage stands out at every event, helping drive awareness and foster strategic relationships.

Karen joined Modern Capital, now Acumen Financial Advantage, 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.

Katrina joined Modern Capital, now Acumen Financial Advantage, in 2024 as Head of Case Management, bringing over 30 years of experience in financial services with a focus on life insurance and wealth transfer. She holds both the Associate, Life Management Institute (ALMI) designation and the Associate, Customer Service (ACS) designation. She is passionate about delivering exceptional service to clients and advisors. Previously, Katrina led Underwriting and New Business operations for two large General Agencies, where she managed teams, optimized processes, and strengthened partnerships. Now based near Nashville, TN, she enjoys traveling, photography, and scrapbooking adventures with her family and two pugs.

Christine is the Chief of Staff at Acumen Financial Advantage. 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, CA with her husband and two children.

Francis joined Acumen Financial Advantage as a Case Design Analyst. He combines his quantitative background in finance and statistics with years of experience serving institutional investors, enabling him to provide complex analysis tailored to each client’s specific needs. Previously, Francis worked as an Analyst at BNY, meeting the financial reporting and data analysis goals of several Institutional investors. He holds a Master’s in Applied Economics from the University of Michigan, focusing on Business Strategy and Data Analytics, and a Bachelor’s in Managerial Economics from UMass Amherst, where he contributed to academic research and taught financial analysis to over 100 undergraduates.