JGP Wealth Management, LLC

Joseph Gross is a financial advisor with JGP Wealth Management, LLC in Tucson, AZ. He holds Series 63 and Series 65 licenses and has 32 years of industry experience. Prior to joining JGP Wealth Management in 2018, he worked at Wells Fargo Advisors and Wells Fargo Clearing Services from 2009 to 2018. JGP Wealth Management manages approximately $1.2 billion in discretionary assets and offers comprehensive portfolio management, financial planning, and referrals to third-party money managers. The firm serves individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and business entities, employing a fiduciary-oriented approach that combines fundamental and technical analysis across multiple investment strategies and asset-allocation categories.

Kendra Biller is a financial advisor at JGP Wealth Management, LLC in Portland, OR, with 26 years of industry experience. She holds Series 63 and Series 66 designations and has worked at JGP Wealth Management since 2018, following prior roles at Wells Fargo Clearing Services and Wells Fargo Advisors. In addition to her advisory work, she performs notary public duties for JGP clients. JGP Wealth Management manages approximately $1.2 billion in discretionary assets, serving individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and business entities. The firm employs a fiduciary-oriented approach that blends fundamental and technical analysis across multiple investment strategies and asset-allocation categories, with portfolios generally managed on a discretionary basis and supplemented by third-party manager referrals when appropriate.

Andrew Bennison is a financial advisor at JGP Wealth Management, LLC in Portland, OR, holding a Series 65 designation with four years of industry experience. His background includes roles outside finance, such as work at Indian Creek Golf Course and The Greenbrier Companies. JGP Wealth Management serves individual and institutional clients, including high net worth individuals, trusts, pension plans, corporations, and government entities. The firm employs a multi-strategy investment approach combining fundamental and technical analysis and offers a range of planning and advisory services with a focus that includes municipal debt securities and specialized corporate and tax-related planning.

Catherine Miller is a financial advisor at JGP Wealth Management, LLC with a Series 65 designation and one year of industry experience. Her prior roles include positions at Wealth Enhancement Advisory Services, Rock House Financial, and The Buckner Company. She also has experience working at Utah State University and in educational roles prior to entering the financial industry. JGP Wealth Management manages approximately $1.2 billion in discretionary assets and offers portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, and various business entities. The firm employs a fiduciary-oriented, tailored approach that combines fundamental and technical analysis across multiple investment strategies and asset allocation categories, with a focus on ongoing portfolio monitoring and rebalancing.

William Carmichael is a CFP® with one year of industry experience, currently serving as an advisor at JGP Wealth Management, LLC. His prior experience includes roles at Fisher Investments, Deepgram Inc., and Ernst & Young. JGP Wealth Management provides investment advisory and planning services to a diverse client base, including high net worth individuals, institutional clients, and state and municipal government entities. The firm employs a multi-strategy investment approach combining fundamental and technical analysis, with a focus on specialized corporate and tax-related planning alongside active portfolio management.

Christopher Jones is a CFP® professional with 14 years of experience in the financial services industry. He currently serves as an advisor at JGP Wealth Management, LLC and previously worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Outside of his advisory role, he is also active as a musician in Portland, OR. JGP Wealth Management oversees approximately $1.2 billion in discretionary assets and offers comprehensive portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, pension plans, and business entities. The firm employs a fiduciary-oriented, tailored investment approach that integrates fundamental and technical analysis across multiple strategies and asset-allocation categories.

Chelsea Tilly is a financial advisor at JGP Wealth Management, LLC with seven years of industry experience. She holds the Series 63 and Series 65 designations. Her prior experience includes roles at First Citizens Investor Services, SVB Wealth LLC, and KeyBank. JGP Wealth Management provides investment advisory and planning services to individual and institutional clients, including high net worth individuals, trusts, pension plans, corporations, and state and municipal government entities. The firm employs a multi-strategy investment approach combining fundamental and technical analysis and offers specialized corporate and tax-related planning services.

Sarinah Gigliotti is a CFP® professional at JGP Wealth Management, LLC with two years of industry experience. She has worked at JGP Wealth Management since 2021 and previously held roles at LPL Financial, Proven Recruiting, and the Comprehensive Autism Center. JGP Wealth Management serves individual and institutional clients, including high net worth individuals, trusts, pension plans, corporations, and government entities. The firm employs five investment strategies across various risk categories and offers comprehensive portfolio management, financial planning, and tax-related services.

Rowan Colby is a CFP® and holds a Series 66 license, currently advising at JGP Wealth Management, LLC with two years of industry experience. Prior to joining JGP Wealth Management, he worked at Morgan Stanley and Northwestern Mutual. Before his financial advisory career, he was employed at Dutch Brothers Coffee and attended the University of Oregon. JGP Wealth Management provides investment advisory and planning services to a diverse client base, including high net worth individuals, institutional clients, and state and municipal government entities. The firm employs a multi-strategy investment approach that incorporates fundamental and technical analysis, with offerings that include comprehensive portfolio management, standalone financial planning, and specialized corporate and tax-related planning.

Jefferson Withnell is a CFP® and Series 65 registered advisor with seven years of industry experience. He has been with JGP Wealth Management, LLC since 2018 and previously worked at KPMG LLP. JGP Wealth Management oversees approximately $1.2 billion in discretionary assets and serves individuals, high-net-worth clients, trusts, pension plans, and corporations. The firm employs a fiduciary-oriented approach that blends fundamental and technical analysis across multiple investment strategies and manages portfolios primarily on a discretionary basis with ongoing monitoring and rebalancing.

Katelyn Kalomiris is a CFP® and holds a Series 66 license with five years of industry experience. She currently works at JGP Wealth Management, LLC and has prior experience at Baird and Artisan Partners. Before entering the financial industry, she was involved with HiFi Kitchen & Cocktails. JGP Wealth Management oversees approximately $1.2 billion in discretionary assets and offers portfolio management, financial planning, consulting, and third-party manager referrals. The firm serves individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and business entities, employing a fiduciary-oriented process that integrates fundamental and technical analysis across multiple investment strategies and asset allocations.

Michelle Benedict is a financial advisor at JGP Wealth Management, LLC with four years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms, including JP Morgan Chase Bank, N.A., J.P. Morgan Securities, and First Republic Securities Company, LLC. JGP Wealth Management provides investment advisory and planning services to individual and institutional clients, including high net worth individuals, trusts, pension plans, corporations, and state and municipal government entities. The firm employs a multi-strategy investment approach, combining fundamental and technical analysis across various asset-allocation and risk categories, and is notable for its inclusion of municipal debt securities and specialized corporate and tax-related planning services.

Ryan Coffee is a CFP® professional with four years of industry experience. He has been with JGP Wealth Management, LLC since 2019. Prior to joining JGP, he worked at the University of Portland, Opus Agency, and nChannel. JGP Wealth Management provides investment advisory and planning services to a diverse client base, including high net worth individuals, trusts, pension and profit-sharing plans, corporations, and state and municipal government entities. The firm employs a multi-strategy investment approach with five named strategies combined into six asset-allocation categories and incorporates municipal debt securities within its Fixed Income strategy, which aligns with its notable service to public-entity clients.

Kevin Sanger is a financial advisor with JGP Wealth Management, LLC in Portland, OR, holding Series 63 and Series 65 designations and 30 years of industry experience. He has been with JGP Wealth Management since 2018 and previously worked at Wells Fargo Clearing and Wells Fargo Advisors. JGP Wealth Management serves a diverse client base including high net worth individuals, trusts, pension plans, corporations, and state and municipal government entities. The firm offers comprehensive portfolio management and financial planning services, employing multiple investment strategies across a range of risk categories and incorporates municipal debt securities within its fixed income offerings.

David Paustian is a financial advisor at JGP Wealth Management, LLC in Portland, OR, holding Series 63 and Series 65 licenses with 33 years of industry experience. He has been with JGP Wealth Management since 2018 and previously worked at Wells Fargo Clearing and Wells Fargo Advisors. JGP Wealth Management provides investment advisory and planning services to a diverse client base including high net worth individuals, trusts, pension plans, corporations, and state and municipal government entities. The firm employs multiple investment strategies across various risk levels and incorporates both fundamental and technical analysis in portfolio management, with a notable focus on municipal debt securities and specialized corporate and tax-related planning.