Kyle Robertson
Kyle RobertsonCFP® Director of Operations Certified Financial Planner Professional

Rising from humble beginnings as a janitor, Kyle has developed a diverse background in his 17 years in the financial services industry that helps him relate well to people from all walks of life. A Certified Financial Planner professional, he plays a vital role on the Jackson/Roskelley Wealth Advisors team, heading up operations, helping keep the investment program running smoothly and efficiently, and acting as sales assistant co-pilot to JRWA President Jared Roskelley. He’s known for his versatility, attention to detail, technology know-how and relationship-building skills, and has a knack for communicating complex topics in clear terms.

Kyle joined the practice in 2015, drawn by its values of independence and integrity. Before that, he served as a senior estate service specialist at Charles Schwab for seven years and as director of new accounts for Fox & Company. He graduated cum laude from Northern Arizona University in Flagstaff with a bachelor’s degree in business administration.

Staying involved in the community is a priority for Kyle, a third-generation native Arizonan. He is a regular volunteer for Habitat for Humanity and a volunteer coach for his children’s various sports leagues.

In his free time, he enjoys traveling and spending time with his wife, Jessica, and their children, Collette and Cameron. His hobbies also include fitness, weightlifting and watching his favorite football team, the Dallas Cowboys.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.