Our Staff
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 has rejoined Prout Financial Design as data specialist. She has a background in client account maintenance and is excited to support the growing client base with her knowledge and passion of data entry and analysis.
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 a background in technology and a bachelor’s degree in Business Administration and Finance, Nathan is a natural with all things analytical, making him our Annuities and Insurance Specialist. He can assist with existing accounts and help clients understand current products. He is instrumental in helping create financial plans with our MoneyGuidePro® software while also assisting advisors. When he’s not working, you’ll find him enjoying time with his wife, Sarah, and their daughter, Simone.
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. She is the person that greets you when you enter Prout and the voice behind the phone when you call. Beth 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 beautiful Northern Michigan.