Jessica Robertson joined Crossroads Financial in 2019. Jessica helps to open and transfer accounts. In addition, she manages all client and business insurance, provides support to all the wealth management clients, and performs the day-to-day business tasks.
Her responsibilities also include working with the athletes spearheading bill pay, income, travel and reporting. She facilitates strategic outreach communications and investment reporting as well.
Jessica is a Kansas City native and a graduate of Capella University where she earned a bachelor’s degree in business administration. Prior to joining Crossroads Financial, Jessica operated in various roles from entry-level to practice and revenue cycle management with HCA Healthcare. Over her 10-year career with HCA, Jessica’s determination & strategic thinking helped to advance operations, decrease expenses, improve customer satisfaction, and increase growth for the organization.