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Meet Your Team

Strategic Income Group has an award-winning team of financial planners ready to listen to your needs and provide superior solutions.

Our Financial Planners in the Chandler and Peoria, Arizona offices are credentialed and provide financial planning in conjunction with our comprehensive array of services.

Individuals certified by the CFP® Board have taken the extra step to demonstrate their professionalism by voluntarily submitting to the rigorous CFP® certification process that includes ongoing education, examination, experience, and ethical requirements.

We are looking forward to serving you and taking care of all your financial needs.

Michael Gauthier


Bob Stamm


Chad Manberg


Martha “MO” Cortez

Financial Paraplanner Qualified Professional

Keri Alcos

Associate Financial Planner, CWS®

Laurie Simons


Tam Passow

Client Service Associate

Sage Stamm

Client Service Associate

Julie Klodt

Executive Assistant

Regina Whetzel

Client Service Associate

Cecilia Gauthier

Project Specialist