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.
Coming from a solid background of administrative office work and banking, Daniel constantly strives to streamline account paperwork processing and ensuring accuracy for any task. Having grown up in a military family, he learned early on how to adapt to a variety of situations and brings this experience to the ever-evolving needs of our clients. When Daniel is not in the office, he enjoys physical fitness, weekend coding projects, and spending time with his fiancé, Hunter, and their two dogs, Paisley and Charlie.
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.” 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 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!
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.
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 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.