Questions? Contact us 1-855-4FINDEC
Questions? Contact us 1-855-4FINDEC

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

Raquel T. Morris

Chief Operating Officer

Tolen Teigen

Chief Investment Officer

Ken Herold

Chief Compliance Officer

Kevin Mahoney

Business Development Officer

Robert Waller

Director of Operations

Advisors & Consultants

EVAN HARTSTEIN

Retirement Plan Consultant, Scottsdale Office

CHRIS DINIZ

Retirement Plan Advisor, Stockton Office

Patrick Mulcahy

Associate Retirement Plan Advisor, Scottsdale Office

Nathan Williamson

Wealth Advisor, Stockton Office

Ruben Paita

Associate Wealth Advisor, Stockton Office