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.
Jana works offsite to support the daily functions and management of PFD’s portfolio software by monitoring, evaluating and resolving processing, programming problems, developing database processing tools and answer questions. Wow! That’s a lot. We know she can handle it. Her background in banking, trusts and client service makes her our perfection Client Data Specialist. Her favorite pastime is spending time with her husband of over 20 years and their two dogs, Summer and Mr. Peterman.
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 extensive background in both the legal field and administration, Beth brings her attention to detail, organization and efficiency to the operations of Prout Financial. She enjoys being busy and finding new ways to make things run seamlessly for clients and her coworkers, as evidenced by her favorite quote, “A place for everything and everything in its place.” As one of our primary points of contact, Beth also loves building relationships and finding connecting points with our clients that make them feel like part of our family. When she isn’t bustling at the office, Beth can be found enjoying time with her five children, which usually involves a dance party in the kitchen, game night or out looking for adventure.
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!
Shelly directs the client account team to assist you with the details to keep your retirement moving forward. She has a laser focus on your TD Ameritrade accounts and required minimum distributions (RMDs) dates. She creates and maintains accounts and prepares the necessary paperwork to complete transactions. If you have a question, “Just find Shelly!” When she’s not concentrated on your accounts, she is home with her family. And while she loves all of them equally, her grandsons Robert and Noah are now the favorites!
With more than 20 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, Bodi, in tow.
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. 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.” When Shea isn’t working, she is working on something else!
With a background in sound engineering and technology, Nathan is a natural with all things analytical, making him our Annuities Specialist. He can assist with existing accounts as well as help clients with questions about current products. Nathan can also assist in a wide variety of details, including accessing your online Prout Portal. If you don’t meet him here at our office, he and his wife Sarah are actively involved at their church. Although he enjoys manning the soundboard, on occasion you’ll catch him playing the keys!
As the executive assistant to our advisors, Meg is also our primary receptionist, making her the ultimate Director of Client Relations! She can schedule appointments in her sleep … but she doesn’t want to. This former Cherry Queen and mother of two will need her rest so that she can greet you here in our office. She’s the first one you’ll meet and the one to follow up with calls. When she isn’t making friends here, she is with her two babies and fantastic husband enjoying northern Michigan.