Katrina Johnson

Juliana Joern, CFP®, is a Wealth Management Advisor with Merrill Lynch Wealth Management based in Santa Fe, New Mexico. Since joining Merrill Lynch in 2011, she has earned her Series 7 and 66 FINRA registrations and attained the CERTIFIED FINANCIAL PLANNER® designation. Juliana brings a holistic approach to wealth management, focusing on education planning, family wealth management strategies, retirement planning, portfolio management, and areas including LGBT and women’s wealth planning. Juliana's advisor philosophy emphasizes building strong client relationships grounded in trust, open communication, and transparency. She partners closely with clients to develop customized financial strategies that address their short- and long-term goals, covering wealth accumulation, preservation, transfer, trusts and estates, and liquidity management. Her prior career as a fine art painter and education at Tyler School of Art inform her thoughtful, client-centered approach. Originally from Philadelphia and New York, Juliana has resided in Santa Fe since 1995. Outside of her advisory practice, she continues to pursue painting, gardening, hiking, and cooking. Juliana lives with her husband, David Jenkins, a former firefighter and current assistant district attorney, and their dog, Charlie. She and her family are engaged in community activities through volunteering and fundraising with organizations including Espanola Humane and The Food Depot.

Kaitlyn Kimzey is a financial advisor with The Kimzey Group at Merrill Lynch Wealth Management based in Santa Fe. She helps clients develop personalized financial strategies that align with their long-term goals, balancing living in the moment with preparing for the future. Kaitlyn focuses on areas including family wealth management strategies, personal retirement planning, portfolio management services, socially responsible and ESG investing, and women and wealth. Kaitlyn holds a Bachelor's Degree in English Literature from Temple University and maintains her Series 7 and 66 FINRA registrations. She also holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Her diverse background includes experience teaching ESL in Chile and regenerative cattle ranching in Colorado. In addition to her professional work, Kaitlyn is involved in her community as a board member of the Santa Fe Farmers Market Institute. Her personal interests include camping, cooking, fishing, gardening, horseback riding, reading, running, skiing, and traveling.