Associate Financial Planner
Keri Alcos, CWS®
Associate Financial Planner| Licensed Medicare Specialist
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).
Who inspires me: My father inspires me because he would give the shirt off his back or the last dollar in his wallet to help those he loves.
My greatest extravagance (under $100): I love a stylish new pair of workout shoes!
In my spare time: I like to invest time in relationships with family and friends and get outside for a hike, ride on the lake, or traveling to new destinations.
Favorite destination: Nothing beats the beauty of mother nature. I love any scenic destination that provides tranquility and peace. Maui is top on this list for me.
Why I love what I do: I love getting to collaborate with like-minded individuals that are passionate about serving each other, our clients, and the community.
Favorite Quote: “I’ve learned that people will forget what you said, people will forget what you did, but people will never forget how you made them feel.” ― Maya Angelou