What’s your dream for the company?
My vision for Keystone Financial Services is to be the ultimate financial planning firm—known for delivering an exceptional client experience by helping people work to achieve their goals and walking alongside them through every stage of life, celebrating their wins and supporting them through challenges.
What are three words people use to describe you?
Kind, Reliable, Giving
When you are not working, what do you care about most?
My family and friends mean the world to me, and I love spending quality time with them. I’m always up for a good adventure—whether it’s going to concerts, tackling obstacle course races, or exploring new places. Making sure my loved ones are well fed is a big priority for me, so the kitchen is my happy place, where I enjoy baking sweet treats and trying out new recipes. In my downtime, I love to read, play word games, and unwind with yoga.
What’s your financial journey?
Robin Tomlinson is Director of Outcomes & Execution at Keystone Financial Services. In this capacity, she is responsible for harmonizing the organization’s vision with day-to-day execution, ensuring that strategic priorities translate into consistent, measurable results for operational excellence across the firm. From managing account openings and transfers, to facilitating rollovers, beneficiary changes, and RMD tracking, she also handles a wide range of critical functions that keep the client experience seamless and efficient. She works closely with the Wealth Advisors and other team members to triage client needs, support strategic initiatives, and continuously streamline processes—always with a sharp eye for detail, a proactive mindset, and an unwavering commitment to client care to everything she does.
Robin brings over 30 years of diverse experience in the business world, having served as a mortgage broker, general contractor, and branch office administrator. Prior to joining Keystone, she spent nearly 17 years at Edward Jones, where she was known for delivering exceptional client service and consistently going above and beyond to create a top-tier client experience. Robin is passionate about making clients feel valued and understood, and she is committed to helping them reach their financial goals with care and diligence. A Greeley native, Robin holds a bachelor’s degree in History from the University of Northern Colorado.