About Me
Jonathan is a Financial Advisor in Northwestern Mutual's Boston network. He enjoys this profession, because he believes that every family should have access to a sound financial plan. When you partner with Jonathan, you can expect a judgment-free, pressure-free environment, and a relationship-first approach.
Jonathan is a graduate of College of the Holy Cross. He majored in Economics, minored in Anthropology, and played on the football team – winning a Patriot League Championship in 2019.
Jonathan now lives in Plymouth, MA with his wife, Catherine, and their dog Koda. In the summer, you’re likely to find Jonathan on the grill or hanging out on the beach with family and friends. He is a big sports fan, especially of football and Formula 1.
Get to know my dedicated team
Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.
Here are my areas of expertise
Financial Planning
Advisory Services
Retirement Planning & Income Strategies
Insurance Protection Strategies
Life Insurance Strategies
Tax-Efficient Strategies
Education Planning & Funding
Business Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
The Northwestern Mutual difference
No. 1
Best life insurance company for consumer experience, 2023. (NerdWallet)1
Top 5
We're one of the Top U.S. Independent Investment Broker-Dealers.2
$8.2B
In dividends expected to be paid in 2025.3
A++
AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4