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 joins Prout Financial Design to offer administrative support as well as help streamline the documentation process required to maintain and update client information. She brings a decade of operations, client relations and accounting experience to our team. Theresa’s forethought, efficiency and attention to detail are imperative to our daily operation.
Shelly assists Jeannie Thaxton, our Director of Fee-Based Accounts, with fee-based account options available to our clients through TD Ameritrade. She is responsible for creating and maintaining accounts and prepares the necessary paperwork required to complete transactions. Shelly also assists clients with TD Ameritrade account deposits, withdrawals, account information, beneficiary changes and online account access.
Shea brings energy to our practice with her innovative ideas, creative problem-solving talent and innate ability to connect with people. Her style and deep sense of relationship make her our Chief Experience Officer. She links seemingly abstract elements of our business into an engaging message for clients, including: marketing communications, brand management, community relations, technology, events, interior design and hospitality. As a performance coach, she supports the internal relations and professional development of each team member to better serve each client. While behind the scenes most of the time, Shea produces and co-hosts Dennis’ weekly “NEW Retirement Radio” show on NewsTalk 580 AM which, in her words, “Brings humanity to the numbers.”
Nathan is responsible for technology management and integration. He oversees software integration and the technology needs of the staff, as well as audio recording and editing. With certification from The Conservatory of Recording Arts and Sciences as well as experience with home automation installation and programming Nathan brings a wide variety of experience and technological abilities to Prout Financial Design.
Meg is the primary receptionist for Prout Financial Design. She is also the primary scheduler for appointments with Dennis and other team members. She directs calls, assists with inquiries and provides administrative support to the entire staff. She is a fundamental staff member, supporting all of our office processes, and looks forward to greeting you on the phone and in the office.
Jeannie is responsible for managing all fee-based account options available to our clients. She helps ensure that all clients’ needs are met through the TD Ameritrade pathway, including account setup and maintenance, and serves as a client advocate for all fee-based account transactions and issues. In addition, she prepares financial plans and assists clients in their walk through life’s financial events, reassuring them that their retirement will be comfortable.
Keith is responsible for administrative responsibilities regarding account setups, transfers, deposits and withdrawals. He also serves as a client advocate, addressing general concerns regarding individual financial account questions, and preparing financial plans, annuity illustrations, applications and Morningstar reports.