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Julie Klodt

Executive Assistant to Michael Gauthier, CEO
Favorite Quote
We are all faced with a series of great opportunities brilliantly disguised as impossible situations.” – Chuck Swindoll

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Professional History

Julie joined Strategic Income Group as our Administrative Assistant in January 2021. In March 2022, she was promoted to Mike’s Executive Assistant. Julie is tasked with helping Mike bring new ideas and business strategies across the finish line. She contributes to the efficiency of the business by providing personalized and timely support to Mike so that Mike can focus on Pursuing Excellence—one of SIG’s Core Values. She also assists Mike with scheduling and his calendar, insurance/benefits management, bill pay and property maintenance. Julie frequently spends time researching special projects for the team and assists in developing processes when new systems are implemented. Julie is originally from the Midwest and moved to Arizona 8 years ago. She is a graduate of Iowa State University and has over 30 years of client support and account management experience in the pharmaceutical, retail and travel industries. Julie has always believed in the value of financial and estate planning and encourages others to be involved in this extremely important process.

Who inspires me

My father inspires me because he works tirelessly at something he loves to do.

Favorite Hobbies

I love to visit the Desert Botanical Garden and Boyce Thompson Arboretum. I love nature, plants, animals and the great outdoors.

Favorite destination

Hawaii. I have been to Maui, Oahu, and The Big Island. Each island is unique as well as beautiful and serene.

Why I love what I do:

It is very rewarding to contribute to a positive client experience, our team’s success and to get to be involved in so many different projects that keep the firm humming.

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West Valley

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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
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    Q1
    Keri AlcosReport Name / Date
    Q2
    Michael GauthierReport Name / Date
    Q3
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    Q4
    Michael GauthierReport Name / Date

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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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