Jonathan is the Founder and CEO of Eveready Financial at Northwestern Mutual. An engineer by training with degrees from Stevens Institute of Technology and Rochester Institute of Technology, he applies a problem-solving mindset to financial planning. People he works with consistently describe him as caring, knowledgeable, and professional, and he has been recognized by Forbes as a Best-In-State Financial Security Professional.
As a fourth-generation businessman, Jonathan honors his familys entrepreneurial legacy. Before his career in finance, he modernized and grew his familys wholesale hardware business before its acquisition. He named his current firm, Eveready Financial, to commemorate what would have been the 90th anniversary of his familys original company, grounding his practice in a long history of service and integrity.
Unique fact: He successfully transitioned from running his familys hardware company to becoming an award-winning financial planner.
Read the full overview →Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
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