Leadership Overview
TruStone Financial has 8 executives leading key functions including strategy, financial oversight, operational scaling, technology, marketing, human capital, and legal compliance.
Committed to member-focused banking, TruStone Financial delivers comprehensive financial solutions while maintaining a legacy of stability and community-driven investment advice across the Midwest region.
Committed to member-focused banking, TruStone Financial delivers comprehensive financial solutions while maintaining a legacy of stability and community-driven investment advice across the Midwest region.
Leadership Roles at TruStone Financial
Dale Turner - President & Chief Executive Officer
Dale Turner, the President & Chief Executive Officer at TruStone Financial, directs the overarching strategic vision for the credit union. Overseeing long-term growth initiatives, the President & Chief Executive Officer ensures alignment between member needs and institutional banking services. This leadership role involves managing complex relationships with the Board to maintain fiscal health and market relevance. By prioritizing sustainable expansion, Dale Turner drives the organization toward achieving competitive benchmarks in the financial sector. The President & Chief Executive Officer monitors regional economic trends to adjust service offerings, ensuring the institution remains a pillar of stability. Through rigorous oversight of all departments, the President & Chief Executive Officer guarantees that the credit union adheres to its core mission of providing accessible savings and investment advice. Ultimately, the President & Chief Executive Officer secures the future of the organization by fostering a culture of excellence and member-centric service.
Daniel Zaczkowski - Chief Financial Officer
Daniel Zaczkowski, the Chief Financial Officer at TruStone Financial, manages the fiscal health and capital allocation strategies of the credit union. Overseeing the accounting and treasury departments, the Chief Financial Officer ensures accurate financial reporting and regulatory compliance. This leadership role involves analyzing investment portfolios to maximize returns for members while mitigating institutional risk. By directing budget planning and forecasting, Daniel Zaczkowski provides the necessary data for informed decision-making across the organization. The Chief Financial Officer monitors liquidity levels to support the credit union's lending activities and banking services. Through rigorous financial oversight, the Chief Financial Officer maintains the stability required to offer competitive savings products. This role demands constant interaction with the Board to communicate financial performance and long-term economic outlooks. Ultimately, the Chief Financial Officer secures the financial foundation of the institution, enabling consistent growth and reliable service delivery.
Michael Williams - President & Chief Operating Officer
Michael Williams, the President & Chief Operating Officer at TruStone Financial, directs the daily operational workflows and service delivery mechanisms. Overseeing the efficiency of branch operations and digital banking channels, the President & Chief Operating Officer ensures seamless member experiences. This leadership role involves streamlining internal processes to reduce overhead and improve service speed. By coordinating with department heads, Michael Williams aligns operational output with the broader strategic goals of the credit union. The President & Chief Operating Officer manages the infrastructure supporting savings and investment services, ensuring high availability and security. Through continuous process improvement, the President & Chief Operating Officer drives productivity gains across the organization. This focus on operational excellence allows the credit union to scale effectively while maintaining high standards of member care. Ultimately, the President & Chief Operating Officer optimizes the internal engine of the company to support long-term success.
Gary Jeter - Executive Vice President & Chief Technology Officer
Gary Jeter, the Executive Vice President & Chief Technology Officer at TruStone Financial, architects the digital infrastructure and cybersecurity frameworks necessary for modern banking. Overseeing the IT department, the Executive Vice President & Chief Technology Officer ensures the reliability of online banking platforms and data protection systems. This leadership role involves evaluating emerging financial technologies to enhance the member experience and operational efficiency. By directing the implementation of secure software solutions, Gary Jeter protects sensitive financial data against evolving threats. The Executive Vice President & Chief Technology Officer collaborates with other executives to integrate technology into the core business model, supporting the delivery of investment advice and savings services. Through strategic investment in digital tools, the Executive Vice President & Chief Technology Officer drives innovation across the organization. Ultimately, the Executive Vice President & Chief Technology Officer maintains the technological edge required to compete in the digital-first financial landscape.
Martin Kelly - Executive Vice President & Chief Marketing Officer
Martin Kelly, the Executive Vice President & Chief Marketing Officer at TruStone Financial, directs the brand strategy and member acquisition initiatives. Overseeing the marketing and communications teams, the Executive Vice President & Chief Marketing Officer ensures consistent messaging across all channels. This leadership role involves developing campaigns that highlight the credit union's banking services and investment advice to attract new members. By analyzing market data, Martin Kelly identifies key demographics and tailors outreach efforts to increase market share. The Executive Vice President & Chief Marketing Officer manages the public image of the institution, fostering trust and community engagement. Through strategic partnerships and advertising, the Executive Vice President & Chief Marketing Officer drives brand awareness and member loyalty. This role requires close collaboration with the sales and operations teams to ensure marketing promises align with service delivery. Ultimately, the Executive Vice President & Chief Marketing Officer expands the reach and influence of the organization.
Cole Hahn - Executive Vice President & Chief People Officer
Cole Hahn, the Executive Vice President & Chief People Officer at TruStone Financial, directs the human capital strategy and organizational culture. Overseeing talent acquisition, employee development, and performance management, the Executive Vice President & Chief People Officer ensures the credit union attracts and retains top-tier professionals. This leadership role involves fostering an inclusive work environment that supports the delivery of high-quality banking services. By implementing training programs, Cole Hahn equips staff with the skills necessary to provide expert investment advice and member support. The Executive Vice President & Chief People Officer manages compensation and benefits structures to maintain competitiveness in the labor market. Through strategic workforce planning, the Executive Vice President & Chief People Officer aligns human resources with the long-term goals of the institution. This focus on employee engagement drives productivity and service excellence. Ultimately, the Executive Vice President & Chief People Officer builds the internal capacity required for sustained organizational growth.
Philip Young - Executive Vice President & General Counsel
Philip Young, the Executive Vice President & General Counsel at TruStone Financial, directs the legal strategy and regulatory compliance efforts. Overseeing the legal department, the Executive Vice President & General Counsel ensures that all banking services and investment advice adhere to federal and state laws. This leadership role involves managing risk through proactive legal review of contracts, policies, and operational procedures. By providing guidance on complex regulatory requirements, Philip Young protects the institution from litigation and compliance failures. The Executive Vice President & General Counsel collaborates with the Board and executive team to navigate the legal landscape of the financial industry. Through diligent oversight, the Executive Vice President & General Counsel maintains the integrity of the credit union's operations. This role is essential for preserving the trust of members and regulators alike. Ultimately, the Executive Vice President & General Counsel secures the legal foundation of the organization, enabling safe and compliant growth.
Bill Williams - Presidentchief Executive Officer
Bill Williams, the Presidentchief Executive Officer at TruStone Financial, manages the execution of high-level corporate policies and institutional governance. Focusing on the integration of banking services, the Presidentchief Executive Officer optimizes the delivery of investment advice to diverse member demographics. This leadership role requires constant coordination with executive peers to refine the credit union's market position. By analyzing performance metrics, Bill Williams identifies opportunities for operational improvement and service enhancement. The Presidentchief Executive Officer oversees the implementation of risk management frameworks to protect member assets. Through strategic planning, the Presidentchief Executive Officer ensures that the organization adapts to evolving financial regulations and technological advancements. This commitment to operational integrity allows the credit union to maintain trust within the community. Ultimately, the Presidentchief Executive Officer drives the institution toward sustained profitability while upholding the foundational values established in 1939.
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Frequently Asked Questions Regarding TruStone Financial Top Executives and Leadership Team
