Meet Our Team
From left to right: Ken Coulthard, Katryna Wright, Frances Woodall, Risa Wright, Leigh Glover, David Harlan
Ken Coulthard, CFP®
Ken Coulthard is the program manager and a financial professional with MEMBERS Financial Services located at Southeast Financial Credit Union. Ken helps credit union members reach their financial goals by helping everyone:
- Build a base of insurance protection
- Set accumulation goals for retirement assets
- Manage investments to meet objectives
- Create a retirement income and estate plan
Ken has been in the financial services industry for over 30 years with a focus on serving credit unions and their members. Ken is a graduate of Wake Forest University and a CERTIFIED FINANCIAL PLANNER™ with an Executive Certificate in Financial Planning from Belmont University. He is a member of the Financial Planning Association of Middle Tennessee. Ken has been married to his wife C.J. for over 27 years, and they have two college-aged boys – Ben and Will.
Ken’s passion is helping credit union members and their families be properly insured and be on track to meet their future retirement and retirement income goals.
Leigh Glover, CRPC®
Leigh Glover is a financial professional with MEMBERS Financial Services located at Southeast Financial Credit Union and has more than 30 years of experience in the financial services industry. She enjoys helping members plan for their retirement by setting accumulation goals and managing assets to create a comfortable retirement income stream.
In 2012, Leigh was honored with the Women of Distinction award from CUNA Brokerage Services, Inc. in recognition of her superior performance, value to her investment and insurance programs, exceptional client service and overall contribution to the financial services industry. In 2017, CUNA Brokerage Services, Inc. appointed Leigh to the Senior Advisor Leadership Team, which recognizes top advisors in overall achievement.
Leigh is a graduate of Middle Tennessee State University and a Chartered Retirement Planning CounselorSM. She and her husband Keith have been married for more than 28 years.
David Harlan is a financial professional with MEMBERS Financial Services located at Southeast Financial Credit Union. He wants to empower all credit union members to take control of their financial future. This includes:
- Help with management of investment assets
- Assistance with education funding
- Managing income during retirement
- Legacy planning
After graduating from Auburn University with a degree in finance, David moved to Franklin, TN. For almost 25 years, he's worked in the financial services industry both as a personal banker and financial professional.
David and his wife Melissa married in 2006 and have three children: Jackson, Madison, and Mason. He enjoys coaching youth sports, playing golf, investing, and spending time with family.
Frances Woodall, RICP®
Frances Woodall is a financial professional with MEMBERS Financial Services located at Southeast Financial Credit Union. She helps credit union members reach their financial goals by encouraging them to take the best care possible of their finances today.
Each client is unique, so Frances listens carefully and then designs the strategies they need to secure the future they want. This includes plans for:
- Building wealth
- Managing investments
- Protecting assets
- Planning retirement income
Frances has been in the financial services industry for over 15 years. She's a graduate of the University of Georgia and holds a Retirement Income Certified Professional® designation from The American College. Frances and her spouse Britt have been married for over 30 years and have two adult children. She's also a caregiver to her aging mom.
Katryna Wright is a licensed sales assistant who has been with the MEMBERS Financial Services program located at Southeast Financial Credit Union since 2010. Born in Toronto, but a Nashville resident since 1989, she and her husband of over 30 years have two children, two cats, and a German shepherd. When she's not supporting advisors, credit union members, and clients, Katryna's favorite things include spending time with family and friends, listening to music, and practicing yoga.
Risa Wright is a coordinator who been a part of the MEMBERS Financial Services program located at Southeast Financial Credit Union since 2012. Risa and her husband enjoy celebrating life to the fullest, being involved in their church, and spending time with their two married sons and their families.
CFP, RIPC, and CRPC is a registered service mark of the College of Financial Planning. Representatives are neither tax advisors nor attorneys. For information regarding your specific tax situation, please consult a tax professional. For legal questions, including a discussion about estate planning, please consult your attorney.
The MEMBERS Financial Services program is offered through CUNA Brokerage Services, Inc., a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com.
MEMBERS Financial Services Professionals are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America. FR-3629478.1-0621-0723