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Katelyn Kalomiris

CFP®

Financial Advisor

Katelyn Kalomiris

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.