Katelyn Kalomiris

Katelyn is a Financial Advisor at JGP dedicated to bringing clarity and confidence to clients’ financial lives. She delivers thoughtful, comprehensive guidance designed to align today’s decisions with long-term goals.

Prior to joining JGP in 2024, Katelyn worked in wealth management at Baird and institutional investor reporting at Artisan Partners. These experiences laid the groundwork for her belief in strong client partnerships supported by disciplined financial strategy.

Katelyn earned her CERTIFIED FINANCIAL PLANNER® certification in 2022. She holds a bachelor’s degree in marketing from the University of Arizona’s Eller College of Management.

Outside of the office, Katelyn enjoys time in the Arizona sunshine with family and friends, along with yoga, running, and reading.