Jon Love

Background

About Jon Love

Business philosophy Why does Jon do what he does? The answer is found in his team’s core purpose: We protect and care for our families and yours. For Jon, family is first. He has a family at home and a family at work – his high-performing team of Phil Comtois and Karen Gowdy. Team of leaders This trio is committed to being leaders, to being loyal and competitive, to being a successful team because of their individual strengths and ultimately to carrying out their daily mission: We consistently deliver exceptional experiences that make every Advisor and client confident in every one of us. This emphasis on consistent experiences is crucial, because the Advisor is the owner of the client relationship and they must have full confidence that we're doing the best for their client. Background Jon, a senior partner on the team, provides comprehensive advice for all personal estate, corporate estate and insurance planning needs. His approach has been honed by more than 25 years of experience working in the estate planning and insurance industry, and helps Investment Advisors and their clients make the best choices for both the present and future. His areas of expertise include estate creation and preservation techniques, along with corporate financial security planning. Exceptional experiences With his teammates Phil and Karen, Jon Love uses a straightforward method – and key differentiator – to ensure every Advisor and client are given the full attention they deserve: We lead by making every case the most important one we have.