Questions? Email us at support@findec.com

Questions? Email us at support@findec.com

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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

Ken Herold

Chief Compliance Officer

Brad Sorensen

Chief Investment Officer

John Koupal

Business Development Officer

David Metzler

Chief Financial Officer

Accounting Team

Keri Hargrove

Finance Associate

Operations

Kayla Walker

Director of Client Services

Benny Magdaleno

Director of Information Technology

Workplace Benefit Plan Platform

Ruben Paita

Retirement Plan Advisor

Marcus Croker

Retirement Plan Consultant

Anna Chavarria

Contributions Associate

Briana Malaivanh

Recordkeeping Associate

Angie Leal

Recordkeeping Associate

Cynthia Sarabia

Retirement Contribution Associate

Becky Dionne

Distributions Associate

Private Wealth Management Platform

ARTHUR BALIS

Portfolio Manager & Trader

Eric Klopping

Wealth Advisor