Kevin Roskam
Owner / Financial Advisor. Kevin coordinates the financial planning process and helps identify your goals, implementing customized strategies through The Guidepost FORMula.
Erin Ayala
Office Manager. Erin oversees the day-to-day operations of the office and coordinates client service requests so every client receives timely, attentive support.
Our Other Professional Resources
As needed, we take a collaborative approach with other relevant professionals. This additional expertise is part of our process to help you pursue your wealth and lifestyle goals.
- Estate Planning Attorneys
- Mortgage Brokers
- Certified Public Accountants
- Residential Realtors
- Commercial Bankers