Strategic Income Group has an award-winning team of financial advisors ready to listen to your needs and provide superior solutions.
Our financial advisors in Chandler, Arizona 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 is a CERTIFIED FINANCIAL PLANNER™ professional with over two decades worth of experience helping families and individuals meet their wealth-building goals. In March of 2013, he left a large Wall Street firm to start Strategic Income Group, where he provides one-on-one financial consulting and management services.
Michael is a contributor to WealthManagement.com’s Advisor Confidence Index (ACI) – a monthly benchmark with an eight-year history that gauges Registered Investment Adviser views on the U.S. economy and the stock market. ACI data is compiled from a survey of 100+ panel members that work at leading RIA firms who are prequalified for their industry experience and assets under management. The ACI is released monthly to the press and is often quoted as a sentiment of advisor confidence.
Michael enjoys sitting down with clients and showing them new capabilities and offerings. His mission is to change your relationship with money. In his downtime, he loves spending time with his wife and three children. Learn more about Michael.
Bob entered the financial planning industry in 2001 and found his strengths in building client relationships and conducting financial analysis. As a CERTIFIED FINANCIAL PLANNER™ professional, his goal is to help his clients visualize, define, and monitor their financial goals.
Bob was fortunate to marry his wife Angi in 1999 and they are blessed with one daughter named Sage. He spent four years in the United States Navy and served in Desert Storm. He is an active participant within his church as well as other community organizations. He loves baseball, music, traveling and eating out. One of Bob’s biggest fears is complacency.
Chad was born and raised in Phoenix, Arizona. He graduated from Arizona State University where he studied economics and communication. During college, Chad was accepted into an internship program at the brokerage firm Merrill Lynch. Upon graduation, he went to work for Edward Jones investments, where he spent the next 5 1/2 years building a very successful practice.
Chad obtained his Accredited Asset Management Specialist (SM) (AAMS®) designation in 2012 to further help guide clients through the investment process. Chad enjoys playing tennis, soccer, and golf, as well as spending his downtime with his wife and daughter.
Paul became a financial advisor in 2001 and quickly found passion in helping others achieve their financial goals. He is committed to understanding his client’s financial needs and putting their interest first. As a CERTIFIED FINANCIAL PLANNER™ professional, his goal is to become a trusted resource to each of his clients so that they may rely on him for financial advice in their pursuit of personal, financial and professional success.
Paul is a native of Arizona and lives with his beautiful family in Gilbert, AZ. He is a graduate of Arizona State University and a member of the Arizona State Alumni Association. Paul is a soccer dad who enjoys spending his weekends watching his children play competitive soccer. He is extremely active and enjoys hiking, playing racquetball, weight training and loves all things sports.
MO has been in the financial and investment industry for over 28 years. She started her career in March of 1990 and has been working with Michael Gauthier since January, 2001. She is fully licensed with her Series 7 and Series 66 and attained her Paraplanner Designation in December 2014 . MO’s personal relationship with Strategic Income Group’s clients and dedication to her day-to-day responsibilities has made her the best in her field.
MO lives in Chandler with her husband and their two beautiful daughters. Selena (20) is a Junior at ASU earning a duel degree which includes a Bachelors in Genetics and a Graduates in Genetic Counseling. Ellysa (15) is a Sophomore in high school. Ellysa plays year around travel softball which takes up most of the families extra time. MO is also the Head Coach of her Adult Co-Ed Softball team.
Tam Passow – Client Service Associate
Tam has been in the financial industry for nearly 15 years. She worked directly with financial advisors and their clients at 2 major Trust Companies, until joining Strategic Income Group in September 2015. Her knowledge of the corporate side of the business along with her extensive customer service experience made her move to SIG a seamless transition. Tam’s attention to detail and outgoing nature make her an asset to our team. She currently supports multiple advisors, and their clients.
Tam lives in Gilbert, AZ with her husband, daughter and their 2 rescue mutts. In her spare time, she enjoys painting and creating mixed-media artworks for her family and friends.
Cecilia has been in Arizona for 60 years. She has been constant in her support role for the family business for over 10 years. She was always active with her kids schools, fundraisers and booster clubs. Cecilia was educated at Phoenix College.
She is acting in duel capacity as the “Office Mom” and project specialist. She has been with Strategic Income Group from the beginning. When she is not organizing schedules for the team or completing projects, she enjoys traveling and spending time with family.
Cecilia lives in Chandler with husband and is a proud grandma to three granddaughters and four grandsons.
Be sure to check out some ways Strategic Income Group is giving back to the community!