Jillian roberts

Jillian Robertson

Planning Consultant

Jillian roberts

Meet Jillian Robertson

Planning Consultant

"Doing what you like is freedom. Liking what you do is happiness." –Sudha Murty

Jillian is a native of Tulsa, OK. She graduated from the University of Oklahoma in 2019 with a degree in Business Marketing and Nonprofit Organization. While in college she worked for the University’s Office of Administration and Finance. Her main responsibilities included researching, drafting, and editing the university’s formal annual reports; assisting in the introduction and implementation of the OU employee Wellness Program; and working on various marketing campaigns and events – from reviewing budgets to setting up the events.

Prior to joining Key Financial, Jillian worked for her family’s Employee Benefits business in Tulsa. She is a licensed insurance broker and spent most of her time assisting employers and employees with a state subsidy program. During this time, she also worked parttime for a boutique wine and spirits store, which provided a great education in international wines, food pairings, and people. Jillian’s experience has led her to this opportunity with Key Financial and a team who values each other’s success, which translates to our client’s success.

Jillian moved to West Chester, PA at the beginning of 2022. When she’s not in the office, she’s typically in the kitchen. Jillian began her love of cooking and baking at a young age, only to refine her skills during college and the years following. She has commanded the art of bread baking and plating a great meal.

Get to Know Me

What’s your favorite ‘90’s jam and why?

Can it be the 80’s? If so, You Dropped a Bomb On Me by The Gap Band.

What one word describes you best and why?

Candid- I am open and sincere about my opinions, don’t disguise my thoughts, and am extremely impartial in my delivery

What are you most proud of?

Learning the art of sourdough

What do you look forward to?

A day filled with shopping, food prep, and a couple glasses of wine

This or That ...


Rock or Country?



Spicy or mild?



Call or Text?

Text, always