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.

Leadership Team

Michael E. Lee

President & Chief Executive Officer

Claudia Haro

Vice President of Operations

Becky Lee

Chief Marketing Officer

Ken Herold

Chief Compliance Officer

Brad Sorensen

Chief Investment Officer

Alyx Zuppan

Controller

Accounting Team

Keri Hargrove

Accounting Clerk

Operations

Kayla Walker

Executive Assistant/Plan Operations Coordinator

Lucy Sanchez

HR Generalist

Benny Magdaleno

System Administrator

Workplace Benefit Plan Platform

Ruben Paita

Retirement Plan Advisor

Jaclyn Long

Director of Participant Experience

Karla Klinefelter

Relationship Manager

Amerlyn Li

Relationship Manager

Stella Aguilar

Retirement Plan Administrator

Amanda Kahangi

Retirement Plan Administrator

Cherice LeForce

Retirement Plan Associate

Haley Tyree

Recordkeeping Associate

Briana Malaivanh

Recordkeeping Associate

Anna Chavarria

Data Entry Assistant

Colleen DeJesus

Service Desk Associate

Becky Dionne

Distribution Associate

Private Wealth Management Platform

Nathan Williamson

Wealth Advisor

Mike Gawlik

Portfolio Manager & Trader