Meet Our Financial Planners

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.

Meet Our Entire Team
  • Chad Manberg - Certified Financial Planner Strategic Income Group
  • Bob Stamm

    CFP®

    Bob Stamm - Certified Financial Planner Strategic Income Group
  • Keri Alcos

    Financial Planner, CWS®

    Keri Alcos - Certified Financial Planner Strategic Income Group
  • Laurie Simons

    CFP®, CTFA®

    Laruie Simons - Certified Financial Planner Strategic Income Group
  • Martha Cortez

    Financial Paraplanner

  • Tam Passow

    Client Service Associate

  • Sage Stamm

    Client Service Associate

  • Julie Klodt

    Executive Assistant

  • Regina Whetzel

    Client Service Associate

  • Cecilia Gauthier

    Project Specialist

    Cecilia Gauthier - Project Spcialist Strategic Income Group
  • Strategic Income Group

    Administrative Team

    Mike Gauthier

    Founder & CEO of Strategic Income Group

    Mike Gauthier

    Founder & CEO of Strategic Income Group

    Mike Gauthier, CFP®, founded Strategic Income Group with a mission to elevate financial stewardship based on Christian principles. After a decade of experience at a national Wall Street firm, Mike took a leap of faith in 2013 to start his own company, focusing on empowering individuals from all financial backgrounds to be wise stewards of their money. Strategic Income Group’s mission is to empower individuals to live their best lives and leave a lasting legacy of financial security and positive impact. Mike is passionate about teaching sound financial principles, advocating for strategic planning, and promoting a heart of generosity in every financial decision.

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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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    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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