For twenty-two years I practiced law in New Hampshire and Massachusetts — trusts, estates, real estate. I spent a lot of time sitting across the table from people at important moments in their financial lives. What I noticed was that the people who seemed most at peace weren't necessarily the wealthiest. They were the ones who knew what their money was for.

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In 2020 I earned my Certified Financial Planner® designation and began a second career in investment management. I am affiliated with J. R. Prunier Capital Management, LLC, an SEC-registered, fee-only fiduciary firm — which means I am legally required to put your interests ahead of my own, and I am not paid commissions on investments I recommend.

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I work with a small number of families — typically with a million dollars or more to invest — who want rigorous, competent financial planning and  who care deeply about what their capital is actually doing in the world.

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Finding investments that are both financially sound and genuinely aligned with ecological and social health is hard work. I am willing to do that work with you.