Jeffrey Prunier is a CFP® with 10 years of industry experience and is currently a principal at J.R. Prunier Capital Management LLC, where he has worked since 2022. His prior experience includes positions at The Colony Group and Edward Jones. He serves on the boards of the Wachusett Area Chamber of Commerce and the Laurel Lake Association and speaks on RIA industry trends and differentiators. J.R. Prunier Capital Management LLC provides discretionary portfolio management, financial planning, and pension consulting to individual clients, including high-net-worth individuals, and retirement plans. The firm customizes portfolios based on client goals and risk tolerance, utilizing fundamental analysis and modern portfolio theory, and operates primarily under discretionary authority.

Thomas Grunbeck is a CFP® professional affiliated with J.R. Prunier Capital Management LLC with seven years of industry experience. He previously worked at Grunbeck Financial Services, LLC and Core Corner, and held other roles since 2016. J.R. Prunier Capital Management LLC provides discretionary portfolio management, financial planning, and pension consulting to individuals and retirement plans. The firm tailors portfolios to client goals and risk tolerance using fundamental analysis and modern portfolio theory, operating mostly under discretionary authority with quarterly custodial reporting.

Donald Sienkiewicz is a CFP® professional with two years of experience currently serving as the sole advisor at J.R. Prunier Capital Management LLC. His prior roles include positions at Professional Advisory Services, Inc., Advocates Financial LLC, and a 13-year tenure at Estate Preservation & Planning. Outside of advisory work, he manages a land development LLC in New Hampshire and serves as a trustee for an irrevocable life insurance trust. J.R. Prunier Capital Management LLC is an independent registered investment adviser providing discretionary portfolio management and financial planning to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm employs a combination of fundamental analysis and modern portfolio theory to create tailored portfolios and maintains a specialized pension consulting practice for employee benefit plans.