Katelyn Kalomiris

CFP®

Financial Planning Associate

Katelyn joins the JGP Planning Team as a Planning Associate, bringing with her a wealth of experience and a genuine passion for guiding individuals and families toward their financial aspirations. With a background rooted in institutional investor reporting in Milwaukee, Wisconsin, Katelyn’s journey led her back to her home state of Arizona in 2019, where she discovered her true calling in wealth management.

Driven by a desire to empower her clients and demystify personal finance, Katelyn provides guidance with empathy, expertise, and a personal touch, ensuring that each client’s unique needs and goals are met with tailored solutions.

In 2022, Katelyn achieved a significant milestone in her career by earning her CFP® designation, further solidifying her dedication to excellence and commitment to serving her clients’ best interests.

Beyond her professional endeavors, Katelyn finds joy in maintaining a balanced lifestyle outside of the office. You can often find her enjoying activities such as yoga, running, reading, and spending quality time with her family and friends.