David Loesser, CFP^tm

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 over twenty years of experience in executive management positions. Recognized as one of America’s Top Financial Planners, David has demonstrated expertise in building proprietary approaches in the essential areas of portfolio construction and management.

Fox Business Channel, CNBC, and Fox 29 News are among some of those who have interviewed David for his financial insights and perspective, such as the interview pictured above on CNBC’s Technical Tuesday.

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 he also has two Master’s degrees.  He holds the Certified Financial Planner^tmdesignation from The American College and is currently enrolled in a two-year advanced, international Executive MBA Program in Asset and Wealth Management through the inaugural, collaborative effort of Carnegie Mellon’s Tepper School of Business, HEC Lausaunne University (Switzerland), and The Swiss Finance Institue. (Click links to see Reuters.com & WSJ Marketwatch.com's press releases on the program). 

David has three sons and lives in Washington Crossing, Pennsylvania with Eileen, his wife of thirty years. 

Dr. Michael Sullivan

Michael has been associated with The Estate Planners Group since its inception in 2001, and he now serves as the Vice President of Advisory Services for the firm. 

CBS 3, NBC 10 (Philadelphia), and FoxBusiness.com are among those who have featured Michael for his financial insights and perspective.  His articles have been published on Bloomberg’s Businessweek.com, and he has been quoted online in various publications including: AARP, Yahoo! Finance, and The Street.

Licensed in the financial services industry since 1996, Michael has held the Series 6, 7, 63 and 65 securities registrations as well as the Certified Estate Advisor designation. Michael is a Registered Investment Advisor and a licensed producer with the department of Banking and Insurance in the states of New Jersey and Pennsylvania.

He earned a Bachelor’s degree from Philadelphia Biblical University, a Master’s degree from Columbia International University, and Doctoral degree from Regent University.  A veteran in meeting individual and organizational needs, Mike is currently completing his Certified Investment Management Analyst (CIMA) certification at the University of Pennsylvania’s Wharton School of Business.

Michael and, his wife, Elaine have three grown daughters and two grandsons.  Mike and Elaine live in Yardley, Pennsylvania.  

 Janet Kifolo, MBA

Janet Kifolo joined The Estate Planners Group in 2002 and serves as the Vice President of Operations for the firm.  In this role, Janet fields client service requests and oversees the daily business operations of the company.

She is a seasoned financial professional with over twenty years of experience in the financial services industry. Beginning as an actuary, she worked for many years developing financially focused products for large corporate clients. Before EPG, she served as the Financial Vice President of Munich Reinsurance, and she retains licensing as a Chartered Property Casualty Underwriter (CPCU). 

She completed her undergraduate coursework at the University of South Dakota with a degree in Economics. In 1984, she continued her education, earning an MBA in Finance from the University of California at Berkeley.

Janet lives in Holland, Pennsylvania with her husband Joseph.