Staff
Craig Campbell
Director of Transfers
Craig serves as a liaison, interpreter, educator and guide to every client with an active account at Prout Financial Design. He monitors fund transfers from one entity to another, processes annuity applications, and facilitates change of broker requests in a timely and accurate manner. Craig has been with Dennis since 2002, and looks forward to helping you with your account administration.
Jeff Beebe
Director of Fixed Business
Jeff works closely with Dennis to maintain and update client accounts and assist clients with their various questions and needs. He assists in preparing the relevant paperwork for your meetings with Dennis or team members, and assembles the financial plans you discuss on your second visit to the office. Jeff provides information and support if you are interested in purchasing Life Insurance products, and provides illustrations, generates options, and follows up on these applications. Jeff is also very knowledgeable with the tax implications of specific investments, and can help you with any questions that you may have in these matters.
Cris Lake
Director of Fee-Based Accounts
Cris specializes in the management of every TD Ameritrade fee-based account at Prout Financial. She creates and maintains every account, processes paperwork, and assists clients in the organization and maintenance of their records and files. Cris comes to us with an extensive background in the insurance industry, and we appreciate her depth of experience in multiple facets of the financial services. Cris is available for client and prospective client questions regarding fee-based accounts.
Heidi Thompson
Director of Client Information
Heidi supervises the management of the client account database. She insures that all client reports and statements are generated accurately on a quarterly and annual basis, as well as for advisor meetings and by request. Heidi provides Dennis with the necessary information about client accounts to allow him to make timely decisions about portfolios, and she is available to answer questions regarding account statement information.
Kathi Murchie
Client Relations Administrator
Kathi schedules appointments for meetings with Dennis and other team members. She is the primary receptionist, and directs calls, assists with inquiries, and advocates for our clients in the accomplishment of their specific requests. She proficiently assists clients and our team with the preparation of necessary materials for meetings, insuring that you have the necessary paperwork to keep your account updated and efficient.
Brooke Dykhuis
Long Term Care Insurance Advisor & Fee-Based Accounts Assistant
Brooke has experience with Long-Term Care Insurance needs and can discuss options for you to consider should you be interested in rounding out your financial portfolio with an LTC Insurance products. Brooke also assists Cris with the administration of fee-based accounts for clients through TD Ameritrade.
Individuals named are Associated Persons of INVEST Financial Corporation.
Latest Radio Show
Roth conversion tax filing information.
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Dennis and Norm discuss goal setting and details surrounding the Tax Relief Act of 2010.
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Upcoming Classes
- 12/31/69
Prout Financial Design Office
INVEST Financial Corporation does not provide tax or legal advice. Please consult your tax and/or legal adviser for guidance on your particular situation.
INVEST Financial Corporation (INVEST), member FINRA, (www.FINRA.org), SIPC (www.SIPC.org), a registered broker dealer and registered investment adviser, is not affiliated with Prout Financial Design. Securities, advisory services and insurance products are offered through INVEST and affiliated insurance agencies.
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