One of the most unique experiences you will have at Prout Financial Design is the interaction with our staff. You will meet with Dennis, yet have access to the entire staff for support and added guidance. Their diverse experiences and desire to share knowledge will give you the confidence you need to move forward.
Theresa Barton is Prout’s off-site data wiz! She runs everything from database processing, portfolio monitoring to client support. Theresa has an extensive background in client account maintenance and is stellar at supporting the growing client base with her passion of data entry and analytics. She is our behind-the-scenes daily support for the entire operation and firmly believes there isn’t anything an Excel spreadsheet can’t help solve. Theresa enjoys spending her spare time with her nieces and nephew, seeing live music, and traveling with her hubby.
As a veteran of the U.S. Army, David has many years experience in problem solving with exquisite attention to detail. He brings this dedicated focus to our operations team, overseeing the processes and paperwork critical for managing client accounts. When David isn’t working hard at Prout Financial Design, he can be found with his twin boys, David and Arthur.
With an intense love for all people, Melissa brings her extreme organizational skills, extensive background in management and customer service to Prout Financial Design. Melissa enjoys meeting new people and making sure the experience they have is a memorable one. Melissa’s big heart, bright smile and ability to make people feel at ease enables her to tackle any hurdle that comes her way. In her free time Melissa enjoys early morning workouts, good food and spending time with friends and family.
Deann’s big heart (and smile) complement her unique ability to lead alongside others. She’s an alchemist when it comes to details, direction and vision. Whatever your question may be, she will find the answer and get you connected to the right person. After-hours, you’ll find her laughing at her own jokes, dancing to the music on her new record player or spending time with her husband Larry and dog, Boomer!
With diversified experience and education in legal, finance and customer service, Kathleen brings a well-rounded and detailed approach to our Client Services team. Kathleen firmly believes in learning something new every single day, which drives her ability to problem solve and think outside of the box. Kathleen was born and raised in Traverse City. When she’s not working, you can find her on a lakeshore rock hunting with her two children.
With extensive experience in team environments, Dalton strives to provide the upmost service to everyone involved here at Prout Financial Design. With a bachelors degree in finance, he is dedicated to learning and helping clients with important details. When Daltons not in the office he spends time coaching youth soccer, and spending time with his family.
With more than 23 years in the financial advising industry, Heather has mastered the art of supporting advisors and their clients. She is comfortable with details and people, making her an excellent addition to our Client Service team. The eldest of 12 children, and mother to three of her own, Heather is no stranger to adapting to change and having fun while it happens! When she’s not in the office, Heather and her husband are the taxi service to all things sports with their dog in tow.
Beth brings her deep passion for building business and relationships to our firm. Her intuition and ability to connect are woven throughout her work. Beth oversees brand management, community relations, events, communications, education, and anything else that needs attention. In her spare time, Beth can be found enjoying her favorite things: her children, laughter, new adventures, music, or a good book.