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July 7, 2025

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July 7, 2025

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July 7, 2025

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Staff Evaluations

Create Staff Evaluation

  • Last Name

    Category 1

    Category 2

    Category 3

    Category 4

    Category 5

    Average Score

    Klodt
    3
    3
    3
    3
    3
    3
    Waters
    2
    3
    3
    3
    2
    3

  • Back

    SIG Self Evaluation Summary:

    Evaluation Date: July 2, 2025

    Julie Klodt

    julie@strategicincomegroup.com

    Level 3 – High Performer
    3

    Section 1

    Self Evaluation -  Accountability & Team Dynamics
    Scores

    Question 1

    I take responsibility for my work and follow through without needing reminders.
    4

    Question 2

    I actively support my teammates and do not burden others unfairly with my responsibilities.
    3

    Question 3

    I consistently communicate clearly and close the loop on tasks or conversations.
    3

    Question 4

    I welcome feedback without defensiveness and work to apply it.
    3

    Question 5

    I avoid gossip, backchanneling, or comparing others unfairly. I contribute to a healthy culture.
    2

    Question 6

    II believe my teammates would describe me as dependable, trustworthy, and uplifting.
    2

    Section 1

    Accountability & Team: Average score
    3

    Section 2

    Self Evaluation - Missional Alignment
    Scores

    Question 1

    I take responsibility for my work and follow through without needing reminders.
    3

    Question 2

    I live out SIG’s values (Servant Leadership, Trusted Advocate, Stewardship, etc.) in my daily behavior.
    3

    Question 3

    I see my daily work as part of SIG’s broader Kingdom impact.
    3

    Question 4

    I lead or participate in generosity, service, or impact opportunities through SIG or on my own.
    4

    Question 5

    I speak positively about SIG’s leadership, direction, and culture—even during challenges.
    3

    Section 2

    Missional Alignment: Average score
    3

    Section 3

    Self Evaluation - Role Performance Competence
    Scores

    Question 1

    I understand the key responsibilities and expectations of my role.
    3

    Question 2

    I consistently complete my work with accuracy, attention to detail, and within deadlines.
    4

    Question 3

    I proactively manage my workload and responsibilities without needing constant direction.
    3

    Question 4

    I communicate progress clearly and keep others informed on what I’ve done and what’s next.
    3

    Question 5

    I understand how my role contributes to team success and client outcomes.
    3

    Section 3

    Role Performance: Average score
    3

    Section 4

    Self Evaluation - Scalability & Strategy Thinking
    Scores

    Question 1

    I identify areas where things can be improved and offer solutions—not just problems.
    3

    Question 2

    I don’t just follow systems—I help refine, improve, or automate them when appropriate.
    3

    Question 3

    I adapt quickly to changes in technology, processes, or expectations.
    3

    Question 4

    I prioritize work effectively, focusing not just on urgency, but on strategic value.

    Question 5

    I pursue learning opportunities, seek feedback, and intentionally grow in my role.
    3

    Section 4

    Scalability & Strategy: Average score
    3

    Section 5

    Self Evaluation - Client and Service Impact
    Scores

    Question 1

    I respond to client (or team) needs with accuracy, timeliness, and professionalism.
    3

    Question 2

    I anticipate needs and take initiative to support clients or teammates before being asked.

    Question 3

    I communicate with warmth, clarity, and a professional tone in all interactions.
    3

    Question 4

    I understand how my work directly affects the client experience and act accordingly.
    3

    Question 5

    I represent SIG with integrity, care, and a commitment to excellence in client interactions.
    3

    Section 5

    Client and Service Impact: Average score
    3

    Back

    SIG Self Evaluation Summary:

    Evaluation Date: July 1, 2025

    Jeremy Waters

    jwaters@qallus.co

    Level 3 – High Performer
    3

    Section 1

    Self Evaluation -  Accountability & Team Dynamics
    Scores

    Question 1

    I take responsibility for my work and follow through without needing reminders.
    2

    Question 2

    I actively support my teammates and do not burden others unfairly with my responsibilities.
    2

    Question 3

    I consistently communicate clearly and close the loop on tasks or conversations.
    3

    Question 4

    I welcome feedback without defensiveness and work to apply it.
    2

    Question 5

    I avoid gossip, backchanneling, or comparing others unfairly. I contribute to a healthy culture.
    3

    Question 6

    II believe my teammates would describe me as dependable, trustworthy, and uplifting.
    2

    Section 1

    Accountability & Team: Average score
    2

    Section 2

    Self Evaluation - Missional Alignment
    Scores

    Question 1

    I take responsibility for my work and follow through without needing reminders.
    3

    Question 2

    I live out SIG’s values (Servant Leadership, Trusted Advocate, Stewardship, etc.) in my daily behavior.
    2

    Question 3

    I see my daily work as part of SIG’s broader Kingdom impact.
    3

    Question 4

    I lead or participate in generosity, service, or impact opportunities through SIG or on my own.
    3

    Question 5

    I speak positively about SIG’s leadership, direction, and culture—even during challenges.
    3

    Section 2

    Missional Alignment: Average score
    3

    Section 3

    Self Evaluation - Role Performance Competence
    Scores

    Question 1

    I understand the key responsibilities and expectations of my role.
    3

    Question 2

    I consistently complete my work with accuracy, attention to detail, and within deadlines.
    3

    Question 3

    I proactively manage my workload and responsibilities without needing constant direction.
    3

    Question 4

    I communicate progress clearly and keep others informed on what I’ve done and what’s next.
    3

    Question 5

    I understand how my role contributes to team success and client outcomes.
    3

    Section 3

    Role Performance: Average score
    3

    Section 4

    Self Evaluation - Scalability & Strategy Thinking
    Scores

    Question 1

    I identify areas where things can be improved and offer solutions—not just problems.
    3

    Question 2

    I don’t just follow systems—I help refine, improve, or automate them when appropriate.
    3

    Question 3

    I adapt quickly to changes in technology, processes, or expectations.
    3

    Question 4

    I prioritize work effectively, focusing not just on urgency, but on strategic value.

    Question 5

    I pursue learning opportunities, seek feedback, and intentionally grow in my role.
    3

    Section 4

    Scalability & Strategy: Average score
    3

    Section 5

    Self Evaluation - Client and Service Impact
    Scores

    Question 1

    I respond to client (or team) needs with accuracy, timeliness, and professionalism.

    Question 2

    I anticipate needs and take initiative to support clients or teammates before being asked.

    Question 3

    I communicate with warmth, clarity, and a professional tone in all interactions.
    3

    Question 4

    I understand how my work directly affects the client experience and act accordingly.
    3

    Question 5

    I represent SIG with integrity, care, and a commitment to excellence in client interactions.
    3

    Section 5

    Client and Service Impact: Average score
    2

Staff Self 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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Impact Investments

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West Valley

East Valley

  • (480) 466-7070
  • 2330 W Ray Rd. #3, Chandler, AZ 85224
  • Monday - Friday

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SIG Employment Application

New Client Onboarding Specialist

  • Daily Inspiration 4/17/2024

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

    Label

    • Financial Reports

    2023 Market Analysis
    QuarterMediaAuthorReport
    Q1
    		Keri AlcosReport Name / Date
    Q2
    		Michael GauthierReport Name / Date
    Q3
    		Keri AlcosReport Name / Date
    Q4
    		Michael GauthierReport Name / Date

    Schedule a call with one of our financial planners to learn more.

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    Location: Flemmings
    12:00pm

    60min
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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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