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Laurie Simons

CFP®, CTFA®
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Professional History

Laurie recently joined Strategic Income Group in October 2019 but she began her career with a large well know Financial Services firm in 1993 and instantly fell in love with this industry. Over the years she has worked in many facets of this amazing industry including trust services, investment management, retirement income planning, insurance planning and estate planning. In addition to the normal industry licenses and training she received specialized training and became accredited as a Certified Trust Financial Advisor in 2002 and a CERTIFIED FINANCIAL PLANNER™ IN 2012. In her role as a fiduciary she brings her past experiences and education and leverages it with the Strategic Income Group Planning process. Her real strength is the patient way she can take a complex concept and explain it in a way that clients can understand. Laurie grew up in eastern Oregon and has been a resident of Arizona for over 19 years. She graduated from Eastern Washington University in 1992 and then relocated to Texas to start her career in this business. By 1994 she had transferred to Arizona and except for 6 years when she moved to Milwaukee, WI, she has been in Arizona every since. Laurie has one son that keeps her busy with high school and club baseball as he chases his dream to play college baseball. When Laurie is not at a baseball game she may be hiking, mountain biking, watching sports or walking Bubba – their 100 pound black lab.

Who inspires me

Favorite Hobbies

Laurie has one son that keeps her busy with high school and club baseball as he chases his dream to play college baseball.When Laurie is not at a baseball game she may be hiking, mountain biking, watching sports or walking Bubba – their 100 pound black lab.

Favorite destination

By 1994 she had transferred to Arizona and except for 6 years when she moved to Milwaukee, WI, she has been in Arizona every since.

Why I love what I do:

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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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