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. See Balance Sheet Solutions’ value proposition.

Senior Management

Todd Adams, CPA, President, Balance Sheet Solutions, LLC

Tom Slefinger, Senior Vice President, Fixed Income Institutional Sales

Dan Frilot, Senior Vice President, ALM Risk Management Services

Darren Fago, CFA, Vice President, Investment Advisory Services

Jan Stammer, Administrative Assistant


Investment Sales*

Led by Tom Slefinger

John Almeida, CFA, Institutional Fixed Income Sales Representative

Joe Dunham, 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

Patty Moen, 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, Intstitutional Fixed Income Sales Representative 

Geoffrey B. "Jeff" Smith, Institutional Fixed Income Sales Representative

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


Investment Advisory Services

Led by Darren Fago

Ryan McCarroll, CFA, Senior Portfolio Manager

Kristina Muller, CFA, Senior Portfolio Manager

Angela Tao, CFA, Senior Investment Analyst 


Risk Management

Led by Dan Frilot

Theresa Batoon, Senior Manager, ALM Analysis

Matthew Behar, Assistant Vice President, ALM Consulting

Kathy Dominguez, Financial Data Analyst, ALM

Veronica Ferrer, CPA, Analyst, ALM

Tanya Lam, Analyst, ALM

Eric Li, Senior ALM Analyst

Jim Mathews, Senior Consultant, ALM

David Scott, Assistant Vice President, ALM Consulting

Linas Sepikas, Analyst, ALM

Bill Verret, Senior Consultant, ALM

Steve Waddell, CPA, Senior Consultant, ALM

Connie Wong, Senior Analyst, ALM



* Licensing through ISI, member FINRA/SIPC