G. Kevin Stepanoff

Kevin is the co-founder and current owner of PS&E LLC Plan to Prosper.  He has been helping clients with their financial goals for over 30 years. 

Kevin graduated from SUNY Cortland with a BS in Chemistry and a Minor in Mathematics.  After graduation, he worked at Eastman Kodak for 14 years in a variety of capacities.  Kevin found his true passion and began his financial services career with CIGNA Financial Advisors in the fall of 1993.   

CIGNA Financial Advisors was sold to Lincoln Financial Advisors in 1998.  While at Lincoln Financial Advisors he was a Premier Partner, an internal designation based in part on assets under management, sales, and compliance criteria.  He was also a Lifetime Member of The Resource Group (TRG), an invitation-only, nationwide network of the top two hundred financial planners within Lincoln Financial Advisors.  Kevin served as Chair of the TRG Board as well as the Chair of the TRG Technology Committee. 

With the sale of Lincoln Financial Advisors to OSAIC in 2024, Kevin made a tough decision to change partnerships and joined Commonwealth Financial Network (CFN) as of June 3rd, 2024.   Kevin and the PS&E Team are incredibly happy with the decision. 

Kevin specializes in making the complex understandable and he has a strong passion for the effective use of technology.   His partnership with CFN provides the perfect environment for both to continue. 

Kevin holds FINRA Series 6, 7 and 63 registrations as well as Life and Health Insurance licenses. 

Kevin and his wife, Julie, celebrated their 40th wedding anniversary in 2024.  Time, location, and weather permitting, they like to spend their spare time working on their golf games and cheering for the Buffalo Bills to win the BIG ONE!