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Kaylie Tomadakis, CFP®

Kaylie Tomadakis, CFP®

Financial Advisor,
Relationship Manager

  • Alpine, UT
  • Atomic Habits by James Clear
  • My husband, my parents, and my in-laws
  • Go Big or Go Home. No Regrets.
  • Integrity, kindness, and work ethic

Financial Advisors

Kaylie Tomadakis is a wealth management financial advisor based in Salt Lake City, UT.

Kaylie joined CAPTRUST in 2017. She serves as a financial advisor, relationship manager, responsible for providing investment advisory services to high-net-worth individuals and families.

Prior to CAPTRUST, Kaylie was an intern for Knox Capital Group in the greater Salt Lake City area. She earned her Bachelor of Science degree in certified financial planning in just two years from the University of Utah. She also holds the CERTIFIED FINANCIAL PLANNER™ designation.

Education

  • Bachelor of Science degree in certified financial planning from the University of Utah

Industry Designations

  • CERTIFIED FINANCIAL PLANNER™
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