Broker Check

Team

 

Kevin is the owner and co-founder of PS&E LLC Plan to Prosper, an independent financial planning firm, and a broker/registered representative with Lincoln Financial Advisors (LFA).

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Corey is a member of the PS&E LLC Plan to Prosper Team and a registered representative with Lincoln Financial Advisors (LFA). Corey prides himself in using a personalized approach to help clients design a financial strategy, giving...

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Heather has been with Lincoln Financial Advisors since 1993. She manages our various investment programs and client accounts.

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Jennifer Richmond

Insurance & Annuity Operations Manager

585-350-7257

Jennifer has been with Lincoln Financial Advisors since 1992. She is responsible for managing our insurance and annuity business. Jennifer maintains her NYS Life Insurance License.

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