Terry Colen, a CRPC (chartered retirement planning counselor) who is a VP and senior financial advisor with Financial Advisors at Truliances (a subsidiary of Truliant Federal Credit Union) has been recognized with several awards this year for being a leading performer in his field.
He was named to the Senior Advisor Leadership Team serving at Truliant Federal Credit Union by CUNA Brokerage Services, Inc., a distinction awarded to a limited number of financial advisors who demonstrate leadership and success within their credit union and peer groups. Colen has served as an advisor for more than 25 years and is a CRPC and a registered investment advisor representative. He is also one of 43 representatives nationwide recognized as a top representatives by CUNA Brokerage Services, Inc (CBSI) and, as a result, will serve as a 2013 President’s Council Qualifier.
“Growth and earnings at Truliant are not our primary focus, but an outcome of successfully executing our mission of enhancing the financial lives of our member-owners,” said Marc Schaefer, Truliant president and CEO. “Consumers seek a financial institution that is responsive to their needs,” he said. “They come to Truliant to get personalized financial advice from a trusted resource. Terry’s recognition by CUNA Brokerage certainly demonstrates why we are that resource for our member-owners.”
Colen said providing great customer service is what drives him.
“In today’s ever-changing economy, financial planning with the aid of a knowledgeable and trusted professional is more important than ever,” said Colen. “I’m focused on providing sound financial advice, which leads to enhancing our members’ lives.”