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SIG Self Evaluation Final Summary:

Evaluation Post Date: June 17, 2025

Jeremy Waters

Combined Score

76

Sections

Categories & Questions
Scores

Category 1

Accountability & Team Dynamics
22

Q1

1. How consistently do you follow through on tasks without reminders:

8

Q2

2. How well do you support your teammates through collaboration and communication:

7

Q3

3. How would your teammates describe your reliability, attitude, and influence on team culture:

Category 2

Missional Alignment
12

Q4

4. How well do you embody SIG’s mission and values in your daily work and interactions:

Q5

5. How do you respond to feedback and opportunities for growth:

Category 3

Role-Specific Competence
20

Q6

6. How well do you understand and perform the core responsibilities of your role:

10

Q7

7. How often do you bring solutions or improvements within your area of responsibility:

10

Category 4

Scalability & Strategic Thinking
15

Q8

8. How capable are you of documenting, improving, or automating systems and processes:

Q9

9. How well do you think critically about your role & how it impacts SIG’s mission & future growth:

Category 5

Client & Service Impact
7

Q10

10. How confident are you that you’re delivering excellent, values-aligned service to our clients:

Staff Evaluation

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SIG Clients &
Investment Managers

Strategic Income Group clients; please click the "Client Meetings" button below. Investment Managers, please select the "Investment Managers" meeting button below.

SIG Clients &
Investment Managers

Strategic Income Group clients; please click the "Client Meetings" button below. Investment Managers, please select the "Investment Managers" meeting button below.

SIG Clients &
Investment Managers

Strategic Income Group clients; please click the "Client Meetings" button below. Investment Managers, please select the "Investment Managers" meeting button below.

SIG Clients &
Investment Managers

Strategic Income Group clients; please click the "Client Meetings" button below. Investment Managers, please select the "Investment Managers" meeting button below.
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  • Daily Inspiration 4/17/2024

    I will help save and make my clients money today than they had yesterday.

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    2023 Market Analysis
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    Keri Alcos, CWS ®

    Associate Financial Planner| Licensed Medicare Specialist
    (480) 999-9906
    Keri Alcos joins Strategic Income Group as a seasoned associate financial planner and licensed Medicare specialist with 20+ years in the financial services industry. Keri brings with her the Certified Wealth Strategist ® designation and she is also a Licensed Medicare Agent. Keri has significant expertise in managing investment portfolios and creating comprehensive financial plans for clients at large brokerage firms including, Charles Schwab & Company, Morgan Stanley, and USAA. She has a highly robust depth of knowledge in wealth management solutions, financial planning strategies, tax management, and Medicare health care solutions.

    As a former collegiate athlete, Keri has a passion for health and loves educating and helping others with Medicare solutions tailored to their unique health needs and wellness preferences. She was born in Southern California and graduated from the University of Cal State Long Beach with a BA in Psychology. Keri has been married to her wonderful husband Michael for almost 7 years, who retired from the United States Air Force after 20 years of service. As a blended family, they have four amazing children: Dylan (21), Katelyn (17), Ian (13) and Ella (5).

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