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    Leadership & Team

    Kevin
    Roskam

    Senior Advisory Business Consultant

    Kevin Roskam is a Senior Advisory Business Consultant with USA Financial, joining the firm in 2005. He consults with advisors to tailor our investment solutions to each individual client the advisor helps—working toward a goal of streamlining and scaling their business.

    Kevin is an integral part of helping guide the firm’s astounding growth and establishing the firm as a leader in the investment advisory space. Kevin is passionate about helping people at this unique time of their lives. Using USA Financial’s tools to work with retail clients has positioned him to confidently consult advisors about the challenges they face when it comes to explaining the markets and the products they have chosen to interact within those markets. 

    Kevin has a bachelor's degree in history and education. He holds FINRA series licenses 7, 24, 53 and 66 and Life, Health and Accident Insurance Licenses. He loves being outdoors and enjoys spending time with family. His summers are spent boating, fishing, walking the dog, and hanging out under the stars. He is also a huge college football fan and loves Saturdays in the fall.
    Kevin Roskam | USA Financial
    Contact Information
    (888) 444-0125 ext. 470
    Recent Posts
    How to Survive (and Thrive) When the Market Dips
    Wealth Management

    How to Survive (and Thrive) When the Market Dips

    The S&P 500 is down nearly 9% from its yearly high. So, what does that mean for you? In this March episode of the Trending Report, we'll delve into the necessity of planning for volatility, not just market growth, and highlight the value of experienced advisors who employ formulaic, unemotional strategies. While short-term trends are currently negative, long-term perspectives remain positive, reinforcing the idea that market cycles are normal.
    What’s Trending: Navigating Volatility in Times of Uncertainty
    Wealth Management

    What’s Trending: Navigating Volatility in Times of Uncertainty

    In this episode of the Trending Report, we’ll examine key indicators like the CBOE Volatility Index (VIX) and the Consumer Confidence Index. We emphasize the importance of maintaining emotional discipline when investing and highlight how risk management strategies can effectively navigate market fluctuations, plus also underscore the significance of long-term investment goals and the importance of setting realistic return expectations.
    What’s Trending: Is Your Portfolio Ready for 2025?
    Wealth Management

    What’s Trending: Is Your Portfolio Ready for 2025?

    Following a strong market performance in 2024, you may be wondering what’s ahead in 2025 – especially after market performance the first couple weeks of the new year. In this edition of the Trending Report, we discuss the critical importance of maintaining an unemotional investment strategy. We'll explore why reacting to short-term market swings can hurt your long-term goals and provide practical tips for staying disciplined and focused on your financial plan - especially during times of change and uncertainty.