DAVID LOESSER, CFPTM, President
David established The Estate Planners Group in 2001, and he serves as the President of the company. He is a veteran of the financial services industry and has worked for over twenty years helping seniors.
Fox Business Channel, CNBC, and Fox 29 News are among some of those who have interviewed David for his financial insights and perspective. He has been quoted online and in various magazines such as: USA Today.com, Financial Advisor Magazine, The New York Times.com, Bloomberg’s Businessweek.com, The Wall Street Journal (WSJ.com), The Chicago Sun Times.com, Aol News, Yahoo! News, Forbes.com, MSN Money, Boston.com (The Boston Globe), Investors.com (Investor’s Business Daily), Reuters.com, and others.
David has a bachelor’s degree from The College of New Jersey, and has four Master’s degrees. David graduated from Carnegie Mellon’s Tepper School of Business, HEC Lausanne University (Switzerland), and The Swiss Finance Institute with an Executive MBA in Asset and Wealth Management in 2013. He also holds the Certified Financial PlannerTM designation from The American College.
David and his wife Eileen, (of 30+ years) have three sons and two wonderful grandchildren.
DR. MICHAEL SULLIVAN, CIMA®
Dr. Michael Sullivan has held executive positions in both non-profit and for profit organizations for more than thirty years. He is skilled at helping individuals and organizations meet their strategic goals. After leaving the non-profit sector Michael began his financial services career with Prudential Financial in 1996 as a Financial Advisor. He has served as Vice President of Advisory Services with The Estate Planners Group since 2006.
NBC 10 (Philadelphia), Foxnews.com, and FoxBusiness.com have featured Michael for his financial insights and perspectives. His articles have been published on Bloomberg’s Businessweek.com, and he has been quoted in various online publications including: AARP, Yahoo! Finance, and The Street.
Michael earned a Doctor of Ministry degree from Regent University in Organizational Leadership and Renewal. He also attended The Wharton School of the University of Pennsylvania where he earned the Certified Investment Management Analyst designation.
Michael and his wife Elaine have three grown daughters and three handsome and brilliant grandsons.
Janet C. Kifolo is a seasoned professional with expertise in financial and statistical analysis, insurance underwriting as well as marketing and sales. She has been the administrative back bone for The Estate Planners Group since she joined in 2002. Her 20+ years in the insurance industry provided her with experience in designing and underwriting insurance and financial products. She has managed various underwriting operations for several insurance companies and spearheaded the development of numerous financially-oriented insurance products. Prior to starting her own sales and marketing firm in 1997, Janet was Financial Vice President at Munich American Reinsurance.
Janet is a graduate of the University of South Dakota where she earned the Homer J. Whitlow Award for Outstanding Senior in Economics. She obtained her CPCU in 1981 and earned her MBA in Finance from the University of California at Berkeley in 1984.
DAVID HILL, Paraplanner
David has been working for The Estate Planners Group since 2011, serving as the firm’s Paraplanner. As Paraplanner, he directly supports the Financial Advisors through all aspects of the financial planning process as well as servicing existing and potential clients. He is currently in the process of attaining his Certified Financial Planner certification through New York University.
Before joining The Estate Planners Group, He studied at Cairn University graduating in 2011 with dual degrees in Bible and Business Administration. David enjoys reading business and outdoor books as well as playing golf and fly-fishing in his spare time.
JEFFREY LOESSER, Financial Advisor
Jeff has been working full time for The Estate Planners Group since 2012, serving as a Financial Advisor in training under David Loesser. After attaining his Life & Health Insurance License, Jeff is in the process of attaining his Series 65 securities license along with his Certified Financial Planner certification through New York University.
Before working with EPG, Jeff worked as a Youth Director at the Ocean City Tabernacle, in Ocean City, NJ. Jeff studied at Eastern University, graduating in 2009 with a double major in Business Management and Youth Ministry, along with a minor in Biblical Studies.
Jeff and his wife Kelly married in 2011 and currently reside in Ewing, NJ.
BILL HENRY, Tax Professional
Bill Henry is an accountant with over 30 years of accounting experience. Individually he runs his own consulting firm and serves as a tax professional here at EPG. He has served as an accountant and senior accountant for companies including non-profit organizations.
Bill earned his degree in Accounting from Bloomfield College and currently resides in Allentown, New Jersey.
BILL BRITTON, JR. , Tax Attorney and C.P.A.
Bill Britton, Jr. is a Tax Attorney and C.P.A. and is a native of Bucks County, PA. Bill serves as EPG’s Chief tax advisor for client’s individual taxes as well as handling tax planning for portfolios. He attended Colby College in Waterville, Maine, New York Law School in New York City and the NYU Stern Graduate School of Business, where he received his M.B.A. in Taxation. Bill is admitted to practice law In New York and Maine and is a C.P.A. in New York, Maine, and Massachusetts.
KELLY LOESSER, Client Communications
Kelly worked as a full-time English Teacher in East Windsor, NJ for 10 years before joining her husband, Jeff, at the Estate Planners Group. She schedules appointments, completes projects, and plans events for EPG.
Kelly earned her BA in English Secondary Education from The College of New Jersey.