Our Team

Rick Holt SOLE Financial profile picture

Chief Executive Officer

Rick brings the pragmatic perspective of a chief executive with a bias towards thoughtful action, practical solutions, and results.

Rick Holt

Tom Secor SOLE Financial profile picture

President

A Co-Founder and President of SOLE, providing an expertise in sales, payroll and team-building.

Tom Secor

Dawn Koenninger SOLE Financial profile picture

Chief Financial Officer

Koenninger has pioneered the CFO role for SOLE Financial, further staffing SOLE's executive team with financial services veterans.

Dawn Koenninger

Lindsay Wilson SOLE Financial profile picture

Director of Marketing

Lindsay heads up the marketing department, bringing 15 years of professional experience ranging from Advertising Account Executive to Art Director to Marketing and Design Consultant.

Lindsay Wilson

Teresa Garrido SOLE Financial profile picture

Director of Operations

Teresa joined SOLE in its early years and has played roles ranging from Account Manager to her current role as Director of Operations.

Teresa Garrido

Erik Farleigh SOLE Financial profile picture

Director of Partnerships

Erik Farleigh, a native of Portland and graduate of the University of Oregon, has carved out a career in the payroll and HR world. Erik's experience encompasses HR management, payroll sales, and sales management.

Erik Farleigh

Chelsea Tuck SOLE Financial profile picture

Director of Sales

As the Director of Sales, Chelsea supports a team of Business Development Managers in their efforts to help companies go paperless. With her industry knowledge, she also acts as liaison between our strategic partners and customers.

Chelsea Thornton

Laura Freeman SOLE Financial profile picture

Director of Client Services

Laura joined SOLE in 2012 with a background in teaching and mediation. She has worked diligently to overhaul the experience that all new and existing clients have. She heads the Client Services and Program Success teams.

Laura Freeman

Evan Hughes SOLE Financial profile picture

Director of Customer Experience

With an extensive background in contact center operations and management, Evan heads the Account Management team. He spends his time improving process and bettering cardholder experience.

Evan Hughes

Leticia Cortez SOLE Financial profile picture

Fulfillment Manager

Leticia is an Oregon native who has been an integral part of the team since 2012. Through hard work, dedication, and exemplary leadership she has risen to Fulfillment Manager.

Leticia Cortez

Karla Straub SOLE Financial profile picture

Disputes Manager

Karla brings her expertise in team building, customer service, and problem solving skills to the team. She is fluent in English and Spanish.

Karla Straub

Jonathan Proulx SOLE Financial profile picture

Quality Assurance Manager

Mr. Proulx has an extensive background in team leadership, daily operations, crisis management with a focus on process efficiencies and compliance standards. He is fluent in English and Spanish.

Jonathan Proulx

Norma Martinez SOLE Financial profile picture

Lead Customer Retention Specialist

As a Team Lead in Customer Retention, Norma brings her expertise in leadership, organization, and problem solving skills to the team. She is fluent in Spanish and English.

Norma Martinez

Lucy Vega SOLE Financial profile picture

Office Manager

Lucy began in Account Management and was quickly promoted to her current position. Lucy undertakes a range of functions to make sure the administration activities within SOLE run smoothly.

Lucy Vega

Evan Zachmann SOLE Financial profile picture

Creative Director

Evan is a transplant from Minnesota who brings a myriad of design, video, and research/analytical skills to our marketing team.

Evan Zachmann

Taylor Ellsworth SOLE Financial profile picture

Communications Director

Taylor Ellsworth

Katie Smith SOLE Financial profile picture

UX Manager

Katie is a Portland native who, after a stint in Texas working for a Fortune 500 Financial Services company, has joined SOLE with her expertise in the field of User Experience design.

Katie Smith

Adam Hegstrom SOLE Financial profile picture

Creative Marketing Manager

Adam Hegstrom

Chaselynn Schultze

Program Success Manager

Chaselynn Schultze

Ray Spears

Program Success Manager

Ray Spears

Jim Neiderhauser SOLE Financial profile picture

Senior Business Development Manager

Jim is a Wisconsin native who left the corporate sales environment to be a leader in a young and growing company. He desires to help people in connecting their actions with their values.

Jim Neiderhauser

Ken Spitzer SOLE Financial profile picture

Senior Business Development Manager

Ken joined SOLE in 2013, bringing with him over 15 years of sales experience. Ken’s passion is centered on helping all clients and Payroll Partners reduce their payroll costs and achieve their direct deposit goals.

Ken Spitzer

Angelo Adside SOLE Financial profile picture

Business Development Manager

Angelo brings a variety of business and creative experience to SOLE. His devotion to integrity and making an impact allows him to build strong relationships with clients, while driving him to serve the underbanked.

Angelo Adside

Chris Chamorro

Business Development Manager

Chris brings 5 years of Sales and Management experience to SOLE. His mission is to educate and serve the unbanked and provide a cost- effective way for employers to reach their annual goals.

Chris Chamorro

Cody Malay

Business Development Manager

Cody is a University of Oregon alumni who brings positivity to the team and consistently strives for excellence. He loves to build relationships and to see his work impact lives on a daily basis.

Cody Malay

Selena Torres

Business Development Manager

Selena Torres

Brooke Weltzin

Business Development Manager

Brooke Weltzin

Kaleb Brown

Business Development Manager

Kaleb Brown

Kendall Akerman

Program Success Manager

Kendall joined SOLE in 2017 with a background in sales and marketing. She loves being able to develop and maintain client relationships as part of the Program Success Team.

Kendall Akerman

Ryan Nolan

Program Success Manager

Ryan Nolan

Raymond Arenas

Resolution Specialist

Ray started as an account manager and worked his way into the role of a PSM resolution specialist. Ray resolves conflicts between card holders and clients to ensure business growth.

Raymond Arenas

Lee Womack

Business Development Manager

Lee Womack

Joseph O'Hanlon

Business Development Manager

Joseph O'Hanlon

Amanda Valenzuela

Social Media and Content Manager

Amanda Valenzuela

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Rick Holt

Chief Executive Officer
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Tom Secor

President
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Dawn Koenninger

Chief Financial Officer
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Lindsay Wilson

Director of Marketing
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Teresa Garrido

Director of Operations
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Erik Farleigh

Director of Partnerships
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Chelsea Thornton

Director of Sales
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Laura Freeman

Director of Client Services
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Evan Hughes

Director of Customer Experience
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Leticia Cortez

Fulfillment Manager
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Karla Straub

Disputes Manager
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Jonathan Proulx

Quality Assurance Manager
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Norma Martinez

Lead Customer Retention Specialist
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Lucy Vega

Office Manager
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Evan Zachmann

Creative Director
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Taylor Ellsworth

Communications Director
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Katie Smith

UX Manager
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Adam Hegstrom

Creative Marketing Manager
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Chaselynn Schultze

Program Success Manager
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Ray Spears

Program Success Manager
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Jim Neiderhauser

Senior Business Development Manager
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Ken Spitzer

Senior Business Development Manager
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Angelo Adside

Business Development Manager
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Chris Chamorro

Business Development Manager
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Cody Malay

Business Development Manager
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Selena Torres

Business Development Manager
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Brooke Weltzin

Business Development Manager
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Kaleb Brown

Business Development Manager
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Kendall Akerman

Program Success Manager
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Ryan Nolan

Program Success Manager
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Raymond Arenas

Resolution Specialist
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Lee Womack

Business Development Manager
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Joseph O'Hanlon

Business Development Manager
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Amanda Valenzuela

Social Media and Content Manager