Jake Prunier

Jake's professional journey is driven by a simple mission — to help people create real financial freedom and peace of mind. He's passionate about guiding individuals and families through the complex world of personal finance, making the process clear, personal, and empowering. Jake takes pride in being more than just an advisor — he's a partner who helps clients turn financial goals into actionable plans.

His goal is to help people not just manage their money, but use it intentionally to build the life they truly want — one free from financial stress and full of opportunity.

Outside of work, Jake channels the same drive and discipline that define his athletic journey as a marathon runner and strength athlete. He understands that true success — in fitness or finance — comes from long-term strategy, consistency, and the ability to push through challenges while celebrating every small win along the way.