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 answering questions. Wow! That’s a lot. We know she can handle it. Her background in banking, trusts and client service makes her our perfect Client Data Specialist. Her favorite pastime is spending time with her husband of 20 years and their two dogs, Summer and Mr. Peterman.
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!
Melissa keeps the proverbial plates spinning here at PFD. She serves as the direct report between the team and our advisors. Additionally, she is the master of administrative innovation based on the needs of the business and compliance requirements. Melissa has lived in every part of the country except the northern Midwest, which she is finally happy to call HOME!
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 required 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 grandson Robert is now the favorite!
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.
Terase is a detail maven who brings more than 10 years of experience in leadership roles in the financial industry and beyond. Her expertise lies in client accounts with a flair for operations. She’s happy to help you when you need it. Terase’s no-nonsense style of management is both refreshing and efficient. Her young daughter Adi is a “chip off the ol’ block” and, consequently, our PFD mascot!