Kelsey Swingle Robertson
Kelsey is an agency shareholder at Swingle Collins & Associates. She focuses on closely-held and middle-market businesses and specializes in risk management for entrepreneurial owners.
Before joining Swingle Collins, Kelsey spent six years with J.P. Morgan in their Private Bank. She graduated cum laude from Wake Forest University with a degree in finance and a concentration in risk management.
When Kelsey is not searching for loopholes in insurance coverage forms or previously unaddressed risks for her clients, she spends time with her husband and sons. She is an active member of the Alumnae Board for her alma mater, the Hockaday School, and serves as Treasurer for the Independent Insurance Agents of Dallas (IIAD).