Katelyn Kalomiris
CFP®
Financial Advisor
Katelyn is a Financial Advisor at JGP, where she focuses on helping clients make confident and informed financial decisions. She provides clear, comprehensive, and thoughtful guidance in support of her clients’ long-term goals.
Prior to joining JGP in 2024, Katelyn worked in wealth management at Baird and institutional investor reporting at Artisan Partners— experiences that shaped her client-first mindset and detail-oriented approach to wealth management.
Katelyn earned her CERTIFIED FINANCIAL PLANNER® certification in 2022, underscoring her commitment to delivering top-tier financial planning.
Outside of the office, you’ll find Katelyn enjoying the Arizona sunshine with family and friends, practicing yoga, running, and reading.
Meet the team
Our team brings together experience and perspective to help you make confident financial decisions.