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Principles That Have Helped People Build Wealth for 30 Years

Our proven financial strategy is built around the Three Phases of Wealth—a disciplined framework that has helped families across Arizona grow their assets, reduce risk, and create lasting generational impact.

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Laruie Simons - Certified Financial Planner Strategic Income Group

Laurie Simons

CFP®, CTFA®
Chad Manberg - Certified Financial Planner Strategic Income Group

Chad Manberg

CFP®
Keri Alcos - CWS Strategic Income Group

Keri Alcos

CWS®

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

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

SIG Clients &
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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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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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  • (480) 466-7070
  • 2330 W Ray Rd. #3, Chandler, AZ 85224
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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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    • Financial Reports

    2023 Market Analysis
    QuarterMediaAuthorReport
    Q1
    		Keri AlcosReport Name / Date
    Q2
    		Michael GauthierReport Name / Date
    Q3
    		Keri AlcosReport Name / Date
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    Schedule a call with one of our financial planners to learn more.

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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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