Truliant's Terry Colen Recognized for Excellence

WINSTON-SALEM, N.C. - May 23, 2013 - PRLog -- Truliant Federal Credit Union’s Terry Colen, CRPC® Vice President and Senior Financial Advisor with Financial Advisors at Truliances, has been recognized with several awards in 2013 as a leading performer in his field. Terry was named to the Senior Advisor Leadership Team serving at Truliant Federal Credit Union by CUNA Brokerage Services, Inc. This distinction is 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 over 25 years, and is a Chartered Retirement Planning Counselor and a Registered Investment Advisor Representative.  Colen is also one of 43 representatives nationwide recognized as a top representative 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.”

“Indicative of how Truliant stays true to our mission, financial advisors at Truliances do not work on commission ensuring they have their members’ best interest at heart,” Schaefer continued.

“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.”