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 three years of industry experience. His prior work includes roles at Indian Creek Golf Course, The Greenbrier Companies, and Shubin Law. 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, tailored advisory process that integrates fundamental and technical analysis across multiple investment strategies and asset-allocation categories.

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®-designated financial advisor at JGP Wealth Management, LLC with one year of industry experience. Prior to entering advisory, he held roles at Fisher Investments, Deepgram Inc., and Ernst & Young. 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 employs a multi-strategy investment approach and offers comprehensive financial planning, portfolio management, and specialized tax and corporate-structure consulting.

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 six years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Silicon Valley Bank, KeyBank, and Wells Fargo Bank. JGP Wealth Management manages approximately $1.2 billion in discretionary assets and serves individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and business entities. The firm follows a fiduciary-oriented, tailored advisory process using a blend of fundamental and technical analysis across multiple investment strategies and asset allocation categories.

Sarinah Gigliotti is a CFP® professional with five years of experience at JGP Wealth Management and a total of two years in the financial advisory industry. She previously worked at LPL Financial and has a background that includes roles outside of finance. JGP Wealth Management serves individuals, high-net-worth clients, trusts, pension plans, and business entities, managing approximately $1.2 billion in discretionary assets. The firm employs a fiduciary-oriented, tailored approach that integrates fundamental and technical analysis across multiple investment strategies and asset-allocation categories, offering both discretionary portfolio management and third-party manager referrals.

Rowan Colby is a financial advisor at JGP Wealth Management, LLC in Portland, OR, holding a Series 66 designation with two years of industry experience. Prior to joining JGP Wealth Management in 2023, he worked at Morgan Stanley and Northwestern Mutual. Before his financial services career, he was employed at Dutch Brothers Coffee and studied at the University of Oregon. JGP Wealth Management oversees approximately $1.2 billion in discretionary assets and offers portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, pension plans, and businesses. The firm employs a fiduciary-oriented approach that blends fundamental and technical analysis across multiple investment strategies and asset-allocation categories, with a focus on ongoing portfolio monitoring and third-party manager due diligence.

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 three years of industry experience. She holds the Series 63 and Series 66 designations. Her prior roles include positions at JP Morgan Chase Bank, J.P. Morgan Securities, and First Republic Securities Company. JGP Wealth Management manages approximately $1.2 billion in discretionary assets and serves individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and business entities. The firm employs a fiduciary-oriented, tailored approach that blends fundamental and technical analysis across multiple investment strategies and asset-allocation categories, often managing portfolios on a discretionary basis with ongoing monitoring and rebalancing.

Ryan Coffee is a CFP® professional with four years of industry experience, currently serving as a financial advisor at JGP Wealth Management, LLC since 2019. Prior to joining JGP, he worked at Opus Agency and nChannel. JGP Wealth Management oversees approximately $1.2 billion in discretionary assets, providing 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 approach that integrates fundamental and technical analysis across multiple investment strategies and asset-allocation categories, with a focus on ongoing monitoring and tailored portfolio management.

Kevin Sanger is a financial advisor with JGP Wealth Management, LLC in Portland, OR, holding Series 63 and Series 65 licenses with 29 years of industry experience. He has worked at JGP Wealth Management since 2018 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors. 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 uses a fiduciary-oriented approach combining fundamental and technical analysis across five core strategies, with portfolios typically managed on a discretionary basis and incorporating municipal debt securities and broader planning services.

David Paustian is a financial advisor at JGP Wealth Management, LLC in Portland, OR, with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors. JGP Wealth Management oversees approximately $1.2 billion in discretionary assets and offers portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, pension plans, and business entities. The firm employs a fiduciary-oriented process that blends fundamental and technical analysis across multiple investment strategies and asset-allocation categories, managing portfolios primarily on a discretionary basis with ongoing monitoring and rebalancing.