TruStone Financial Executive and Leadership Team

Dale Turner, the President & Chief Executive Officer at TruStone Financial, directs the overarching strategic vision and long-term growth initiatives for the organization. Overseeing the alignment of credit union services with member needs, the President & Chief Executive Officer ensures the institution maintains a competitive edge in the banking sector. This leadership role involves constant collaboration with the Board to refine investment advice protocols and savings product offerings. By prioritizing sustainable expansion across the Midwest, Dale Turner directly impacts the financial health of the entire membership base. The President & Chief Executive Officer monitors market trends to adjust service delivery models, ensuring that the institution remains a pillar of stability. Through rigorous oversight of corporate governance and operational excellence, the President & Chief Executive Officer secures the future of the credit union while fostering a culture of member-centric financial success.

Daniel Zaczkowski, the Chief Financial Officer at TruStone Financial, governs the fiscal health and capital allocation strategies of the organization. Overseeing the management of assets, liabilities, and investment portfolios, the Chief Financial Officer ensures the institution maintains robust liquidity to support member savings and loan requirements. This leadership role involves rigorous financial reporting and risk assessment to protect the long-term viability of the credit union. By analyzing economic indicators and market volatility, Daniel Zaczkowski directly influences the strategic direction of financial product offerings. The Chief Financial Officer collaborates with the executive team to balance growth objectives with prudent fiscal management. Through the implementation of sophisticated accounting controls, the Chief Financial Officer safeguards the capital reserves of the institution. Zaczkowski provides the financial clarity necessary for the organization to navigate complex banking regulations while delivering consistent value to members.

Hans Iverson, the Chief Operating Officer at TruStone Financial, manages the daily internal workflows and infrastructure required to deliver seamless banking services. Overseeing the efficiency of branch operations and digital service platforms, the Chief Operating Officer ensures that member transactions remain secure and accessible. This leadership role involves optimizing internal processes to support the delivery of savings and investment products. By streamlining administrative functions, Hans Iverson directly improves the speed and reliability of financial service delivery. The Chief Operating Officer coordinates with department heads to implement technology upgrades that enhance the overall member experience. Through the continuous refinement of operational protocols, the Chief Operating Officer maintains high standards of service quality. Iverson drives the internal performance metrics that allow the institution to scale effectively while upholding the core mission of providing reliable financial support to the community.

Michael Williams, the President & Chief Operating Officer at TruStone Financial, executes the tactical integration of business units to maximize service delivery efficiency. Overseeing the expansion of regional market presence, the President & Chief Operating Officer ensures that branch networks operate in alignment with corporate growth targets. This leadership role involves bridging the gap between high-level strategy and ground-level execution for banking and investment services. By optimizing the supply chain of financial products, Michael Williams directly enhances the accessibility of credit union offerings. The President & Chief Operating Officer monitors regional performance to identify opportunities for operational improvement and service innovation. Through the coordination of cross-functional teams, the President & Chief Operating Officer maintains a focus on operational excellence. Williams drives the implementation of standardized procedures that allow the institution to provide consistent, high-quality financial support across all service locations.

Martin Kelly, the Executive Vice President & Chief Marketing Officer at TruStone Financial, architects the brand identity and member acquisition strategies for the organization. Overseeing the development of marketing campaigns that highlight savings and investment advice, the Executive Vice President & Chief Marketing Officer ensures that the value proposition reaches the target demographic effectively. This leadership role involves analyzing consumer behavior to tailor communication strategies that resonate with the community. By managing the public image and digital presence, Martin Kelly directly impacts the growth of the member base. The Executive Vice President & Chief Marketing Officer collaborates with product teams to launch new financial services that meet evolving market demands. Through the strategic use of data-driven insights, the Executive Vice President & Chief Marketing Officer optimizes marketing spend to achieve maximum engagement. Kelly drives the brand narrative that positions the institution as a trusted financial partner.

Philip Young, the Executive Vice President & Chief Legal Officer at TruStone Financial, manages the regulatory compliance and legal framework governing all banking activities. Overseeing the mitigation of legal risks associated with financial services and investment advice, the Executive Vice President & Chief Legal Officer ensures that all operations adhere to federal and state banking laws. This leadership role involves drafting contracts, managing litigation, and providing counsel on corporate governance matters. By maintaining a robust compliance program, Philip Young directly protects the institution from regulatory scrutiny and operational hazards. The Executive Vice President & Chief Legal Officer works closely with the Board to ensure that all strategic initiatives align with legal requirements. Through the proactive identification of potential liabilities, the Executive Vice President & Chief Legal Officer maintains the integrity of the credit union. Young drives the legal strategy that supports sustainable and secure business practices.

Cole Hahn, the Executive Vice President & Chief People Officer at TruStone Financial, directs the human capital strategy and organizational culture initiatives. Overseeing talent acquisition, employee development, and performance management, the Executive Vice President & Chief People Officer ensures that the workforce possesses the skills necessary to deliver exceptional banking services. This leadership role involves fostering an inclusive environment that aligns with the mission of member-focused financial support. By implementing training programs focused on investment advice and customer service, Cole Hahn directly impacts the quality of member interactions. The Executive Vice President & Chief People Officer collaborates with other executives to ensure that organizational goals are supported by a motivated and capable team. Through the management of compensation and benefits, the Executive Vice President & Chief People Officer maintains high levels of employee retention. Hahn drives the cultural values that define the professional standards of the institution.