Leadership – FinDec

Get to Know Our Team

FinDec is built on a foundation of family. That extends to each and every one of the dedicated team members on our staff committed to providing support to all of our clients. Here is a look at our leadership team.

Executives & Directors

Michael E. Lee

President & Chief Executive Officer

Claudia Haro

Vice President, Workplace Benefit Plan Platform

Tolen Teigen

Chief Investment Officer

Becky Lee

Chief Marketing Officer

Ken Herold

Chief Compliance Officer

Charlene Sukhram

Director of Recordkeeping

Jaclyn Long

Director of Participant Experience

Alyx Zuppan

Controller

Advisors & Consultants

Nathan Williamson

Wealth Advisor, Stockton Office

Ruben Paita

Relationship Manager, Stockton Office

Amy Li

Relationship Manager