Meet Our Broker-Dealer Team

Investment Sales*

Led by Tom Slefinger, Senior Vice President and Director of Institutional Fixed Income Sales

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

 

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* All securities are offered through CU Investment Solutions, LLC. (ISI). The home office is located at 8500 W 110th St, Suite 650, Overland Park KS 66210. ISI is registered with the SEC as a broker-dealer under the Securities Exchange Act of 1934. ISI also is registered in the state of Kansas as an investment advisor. Member of FINRA and SIPC. All investments carry risk; please speak with your representative to gain a full understanding of said risks. Securities offered by ISI are not insured by the FDIC or NCUSIF and may lose value. All opinions, prices and yields are subject to change without notice.

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