Kyle Robertson CFP®, APMA™
Kyle works closely with clients to help them make sense of their financial lives through thoughtful planning and clear communication. He assists families in developing plans that reflect their goals, and he brings a careful, organized approach to conversations around investments, risk, retirement, and tax-aware strategies. In addition to his advisory work, Kyle helps keep the firm’s investment program running smoothly so advisors can stay focused on serving clients.
Kyle has more than two decades of experience in financial services, holding roles that strengthened his skills in client communication, operational oversight, and relationship building. Before joining Jackson/Roskelley Wealth Advisors in 2015, he worked as a senior estate service specialist at Charles Schwab and as director of new accounts for Fox & Company. He was drawn to JRWA for its commitment to independence, long-term client relationships, and a service model centered on transparency.
Kyle graduated cum laude from Northern Arizona University with a bachelor’s degree in business administration. He holds the CFP® certification as well as the APMA™ designation.
A third-generation Arizonan, Kyle is active in his local community and enjoys contributing his time to organizations connected to his children’s school and activities. He has served as president of the PTO and currently leads the Athletic Booster Club, in addition to volunteering as a coach for various youth sports teams.
Outside of work, Kyle enjoys traveling and spending time with his wife, Jessica, and their children, Collette and Cameron. He also likes off-roading, weightlifting, and cheering on the Dallas Cowboys.
