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Meet Our Team

Think of the investment professionals at Balance Sheet Solutions as an extension of your team. Credit union-owned and dedicated wholly to credit unions, we understand your business. Put our talent, tools and technology to work for you.

Senior Management

Kurt Stevenson, President, Balance Sheet Solutions, LLC

Tom Slefinger, Senior Vice President, Institutional Fixed Income Sales

Investment Sales*

John Almeida, CFA, Institutional Fixed Income Sales Representative

Michael R. Finley, Senior Portfolio Analyst

Linda Gassen, Institutional Fixed Income Sales Representative

Jerry Hermann, Institutional Fixed Income Sales Representative

Gregory Perry, Institutional Fixed Income Sales Representative

Amy Piche, Institutional Fixed Income Sales Representative

Rebecca Schlundt, Institutional Fixed Income Sales Representative

Lisa Schultz, Institutional Fixed Income Sales Representative

Check the background of these investment professionals on FINRA's BrokerCheck.

* Licensing through ISI, member FINRA/SIPC

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