Leadership Overview
TruStone Financial has 7 executives leading key functions including strategy, operations, financial management, marketing, human resources, and legal affairs.
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 and long-term growth initiatives for the credit union. Overseeing the alignment of banking services with member needs, the President & Chief Executive Officer ensures the organization maintains a competitive edge in the financial services sector. This leadership role involves constant collaboration with the Board to refine investment advice protocols and savings product offerings. By prioritizing operational excellence and member satisfaction, Dale Turner directly impacts the institutional trajectory of the firm. The President & Chief Executive Officer monitors market trends across the United States to identify expansion opportunities while upholding the core values established in 1939. Through rigorous oversight of all departments, the executive secures the financial health and reputation of the organization, ensuring consistent value delivery for every member served by the institution.
Daniel Zaczkowski - Chief Financial Officer
Daniel Zaczkowski, the Chief Financial Officer at TruStone Financial, governs the fiscal health and capital allocation strategies of the credit union. Overseeing the balance sheet and investment portfolios, the Chief Financial Officer ensures the organization maintains robust liquidity to support member savings and lending needs. This leadership role involves managing risk assessments and financial reporting to provide transparency for stakeholders. Daniel Zaczkowski directs the development of financial models that guide long-term growth and stability. By monitoring economic indicators, the Chief Financial Officer adjusts fiscal policies to protect the assets of the institution. The executive collaborates with other C-suite leaders to align budgetary resources with the strategic goals of the firm. Through disciplined financial management and oversight of capital reserves, the Chief Financial Officer secures the long-term viability of the organization while providing the necessary resources for continued expansion and service innovation.
Hans Iverson - Chief Operating Officer
Hans Iverson, the Chief Operating Officer at TruStone Financial, manages the daily internal workflows and administrative efficiency of the credit union. Focusing on the optimization of banking service delivery, the Chief Operating Officer streamlines processes related to savings accounts and investment advice. This role requires constant coordination with branch management to ensure consistent service quality across all locations. Hans Iverson drives the implementation of new technologies to enhance member experiences and reduce operational friction. By analyzing performance metrics, the Chief Operating Officer identifies bottlenecks and executes solutions to improve productivity. The executive maintains a sharp focus on internal infrastructure, ensuring that all systems support the broader mission of the organization. Through meticulous attention to detail and process improvement, the Chief Operating Officer sustains the operational backbone necessary for the firm to provide reliable financial services to the community.
Michael Williams - President & Chief Operating Officer
Michael Williams, the President & Chief Operating Officer at TruStone Financial, manages the execution of high-level operational strategies and the expansion of regional market presence. Focusing on the integration of banking services, the President & Chief Operating Officer ensures that branch operations align with the broader corporate mission. This role involves overseeing the scaling of service delivery models to accommodate a growing member base. Michael Williams drives initiatives that enhance the efficiency of investment advice and savings products. By coordinating across departments, the President & Chief Operating Officer fosters a culture of operational excellence and accountability. The executive monitors regional performance to ensure that service standards remain high across all territories. Through strategic leadership and the implementation of robust operational frameworks, the President & Chief Operating Officer supports the overall growth and market impact of the organization, ensuring that every member receives high-quality financial support.
Martin Kelly - Executive Vice President & Chief Marketing Officer
Martin Kelly, the Executive Vice President & Chief Marketing Officer at TruStone Financial, architects the brand identity and member acquisition strategies for the credit union. Overseeing all promotional campaigns and digital outreach, the Executive Vice President & Chief Marketing Officer ensures that the value proposition of savings and investment services reaches the target audience effectively. This role involves analyzing market data to refine messaging and improve member engagement. Martin Kelly directs the creative and analytical teams to build brand loyalty and trust within the community. By leveraging multi-channel marketing efforts, the Executive Vice President & Chief Marketing Officer expands the reach of the organization across the region. The executive collaborates with product teams to ensure that marketing initiatives accurately reflect the financial services offered. Through innovative communication strategies, the Executive Vice President & Chief Marketing Officer drives growth and strengthens the market position of the firm.
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 of the credit union. Overseeing talent acquisition, employee development, and performance management, the Executive Vice President & Chief People Officer ensures that the workforce remains aligned with the mission of providing exceptional banking services. This role involves fostering an inclusive environment that attracts and retains top talent in the financial sector. Cole Hahn implements training programs that enhance the expertise of staff in areas such as investment advice and member relations. By prioritizing employee engagement and professional growth, the Executive Vice President & Chief People Officer drives organizational productivity. The executive collaborates with leadership to ensure that human resources policies support the strategic objectives of the firm. Through effective talent management, the Executive Vice President & Chief People Officer builds a resilient and capable team dedicated to member success.
Philip Young - Executive Vice President & Chief Legal Officer
Philip Young, the Executive Vice President & Chief Legal Officer at TruStone Financial, manages the regulatory compliance and legal framework of the credit union. Overseeing all legal matters, the Executive Vice President & Chief Legal Officer ensures that banking operations, including savings and investment advice, adhere to federal and state financial regulations. This role involves mitigating risk through proactive legal strategy and contract management. Philip Young directs the legal team to address complex regulatory challenges and protect the interests of the organization. By providing counsel to the Board and executive leadership, the Executive Vice President & Chief Legal Officer ensures that all strategic decisions remain within the bounds of legal requirements. The executive monitors changes in financial law to adapt policies and maintain institutional integrity. Through rigorous legal oversight, the Executive Vice President & Chief Legal Officer safeguards the reputation and operational continuity of the firm.
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Frequently Asked Questions Regarding TruStone Financial Top Executives and Leadership Team
