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Regina Whetzel

Senior Client Service Associate
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Professional History

Regina joined Strategic Income Group in 2023. As a Senior Client Service Associate, she supports multiple Financial Planners and their clients. In addition, her main responsibilities include the firm’s trading, fee billing & alternative investments.

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West Valley

East Valley

  • (480) 466-7070
  • 2330 W Ray Rd. #3, Chandler, AZ 85224
  • Monday - Friday

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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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    		Keri AlcosReport Name / Date
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    		Michael GauthierReport Name / Date
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    Location: Flemmings
    12:00pm

    60min
    Location: Online
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    60min
    Location: SIG Chandler
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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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