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

Operations

Kayla Walker

Lucy Sanchez

Benny Magdaleno

Workplace Benefit Plan Platform

Ruben Paita

Relationship Manager, Stockton Office

Jaclyn Long

Director of Participant Experience

Karla Klinefelter

Amerlyn Li

Stella Aguilar

Amanda Kahangi

Cherice LeForce

Charlene Sukhram

Haley Tyree

Briana Malaivanh

Anna Chavarria

Colleen DeJesus

Becky Dionne

Private Wealth Management Platform

Nathan Williamson

Mike Gawlik

Portfolio Manager & Trader