Q&A with Heidi Thompson
Learn a little bit about Heidi Thompson, Prout Financial Design’s newest financial advisor.
How long have you been a Traverse City local? – Forever! My family has been here since the late-1800’s.
How long have you been working in finance? – 1985. I joined Prout in 2009 eventually becoming the managing director. Now I’m in my sweet spot working with clients!
What keeps you going? – Tea, I drink lots of it!
What is your specialty? – Retirement planning with special attention to women’s unique investment strategies.
Why are you a financial advisor? – I love adding value to other’s lives by taking big ideas and putting them into practice.
What has been your role at Prout? – I began at Prout to serve as the point person for client information and reporting. This includes all statements and meeting notes. So, while I may not have met you in person, I am very acquainted with your portfolio.
As a client, can I meet with you? – Absolutely! While Dennis will remain your advisor, our combined experience will enhance your vantage point when making your financial decisions. Our intent is to provide you with more than one advisor to answer questions and make changes to your portfolio. I will also be taking on new clients.
What can you help me with? – Everything! I’ve been Dennis’ apprentice for almost 10 years and feel confident that I can help. In fact, I look forward to it!
If you’d like to schedule a meeting with Heidi, contact our office at 231-947-3992 or using this button:
Advisory services offered through Capital Asset Advisory Services, LLC, an independently owned Registered Investment Advisor. Securities offered through Geneos Wealth Management, Inc. Member FINRA SIPC.
*Series 6 – Investment Company and Variable Contract Products Representative
*Series 63 – Uniform Securities Agent State Law
*Series 7 -General Securities Representative