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

VP of Finance

Dawn is Vice President of Finance, bringing her experience in auditing and financial accounting to SOLE.

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 Financial Institutions

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

Roxanne Morgan

Senior Compliance Specialist

Roxanne brings more than 15 years of progressive auditing experience with a foundation in payroll procedures, processes & regulations, including SOX & SOC 1 compliance.

Roxanne Morgan

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 skills she has risen to Fulfillment Manager.

Leticia Cortez

Evan Hughes SOLE Financial profile picture

Operations Manager

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

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

Selena Torres

Disputes Manager

Selena Torres

Jonathan Proulx SOLE Financial profile picture

Call Quality Specialist

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

Team Lead, Account Management

As a Team Lead in Account Management, 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 Office Manager position. Lucy undertakes a ranges of functions to make sure the administration activities within SOLE run smoothly.

Lucy Vega

Vanessa Salinas SOLE Financial profile picture

Team Lead, Account Management

Vanessa has played pivotal roles in several departments at SOLE. She now brings her expertise in customer service, leadership and problem solving skills to the Account Management team. She is fluent in English and Spanish.

Vanessa Salinas

Evan Zachmann SOLE Financial profile picture

Creative Marketing Manager

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

Evan Zachmann

Brian Staffield

Content Marketing Manager

Brian is a creative writer with a professional marketing mindset who frames technical subject matter in an engaging way.

Brian Staffield

Graham Intlekofer SOLE Financial profile picture

Senior Program Success Manager

Graham is a recent University of Oregon graduate who started as a Junior Business Development Manager and was quickly promoted. His strong work ethic and strive to succeed are prevalent in all relationships.

Graham Intlekofer

Adam Hegstrom SOLE Financial profile picture

Program Success Manager

A Portland native, Adam is a University of Oregon advertising alum who comes to SOLE after working in finance in the food brokerage industry.

Adam Hegstrom

Justin Jenkin SOLE Financial Picture

Program Success Manager

Justin is a transplant from Southern California who brings a contagious energy to the Program Success Team.

Justin Jenkins

Jim Neiderhauser SOLE Financial profile picture

Senior Business Development Manager

Jim is a Wisconsin native who left the corporate sales environment to be 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

Taylor McFarland SOLE Financial profile picture

Business Development Manager

Taylor brings over 7 years of Sales experience to SOLE. He is passionate about building relationships with clients and seeing the products he sells make a difference in the lives of those he works with.

Taylor McFarland

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

Adam Grabow

Business Development Manager

Adam embodies SOLE's mission to empower and educate the unbanked. In his time off, you are likely to find him out on the trail in the beautiful Pikes Peak region of Colorado where he proudly represents SOLE Financial.

Adam Grabow

Alex Ugarte

Business Development Manager

Alex Ugarte

Nick Tobias

Business Development Manager

Native of the beautiful Pacific-Northwest, Nick Tobias brings over six years of competitive sales experience to SOLE. He desires to always improve himself, and improve the lives of those he serves.

Nick Tobias

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Rick Holt

Chief Executive Officer
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Tom Secor

President
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Dawn Koenninger

VP of Finance
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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 Financial Institutions
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Chelsea Thornton

Director of Sales
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Laura Freeman

Director of Client Services
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Roxanne Morgan

Senior Compliance Specialist
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Leticia Cortez

Fulfillment Manager
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Evan Hughes

Operations Manager
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Karla Straub

Disputes Manager
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Selena Torres

Disputes Manager
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Jonathan Proulx

Call Quality Specialist
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Norma Martinez

Team Lead, Account Management
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Lucy Vega

Office Manager
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Vanessa Salinas

Team Lead, Account Management
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Evan Zachmann

Creative Marketing Manager
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Brian Staffield

Content Marketing Manager
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Graham Intlekofer

Senior Program Success Manager
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Adam Hegstrom

Program Success Manager
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Justin Jenkins

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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Taylor McFarland

Business Development Manager
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Angelo Adside

Business Development Manager
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Adam Grabow

Business Development Manager
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Alex Ugarte

Business Development Manager
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Nick Tobias

Business Development Manager

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