Schedule Appointment

Sage Stamm

Client Service Associate
Favorite Quote
Many people are dividing and a world apart with just one heart is bound to keel and fade away. None of us will be deciding and the fate of man is in the hands of he who stands and heeds the call. – Black Smoke Rising by Greta Van Fleet

Contact Sage Stamm

Professional History

Sage started with Strategic Income Group in March of 2019 as our Administrative Associate, while maintaining a retail management position. She quickly demonstrated an aptitude for client service and dedication to pursuing excellence resulting in her promotion to Client Service Associate in January of 2020. Sage’s adaptability and devotion to accurately implementing procedures make her a valuable addition to the team. In May 2022, Sage transitioned to working full-time solely at Strategic Income Group. In every professional undertaking, Sage has rapidly risen to challenges and been rewarded with higher-level responsibilities. In her current role, Sage provides support in scheduling clients, managing calendars, and being a first point of contact for a plethora of client requests. Additionally, Sage uses her experience with our systems to complete client meeting preparation and alternative investment purchases. Sage lives in her hometown of Chandler surrounded by family and friends that motivate and inspire her. When not at work, Sage spends time with her loved ones doing what she loves – traveling, going to concerts, watching scary movies, and reading books.

Who inspires me

My dad inspires me with his willingness to be selfless and put others needs above his own. My best friend, Jess, inspires me with her loyalty and positive outlook on life. My other best friend, Rosie, inspires me with her conviction in her beliefs and her resilience.

Favorite Hobbies

I love to read and with a month left to go in 2022, have read 53 books so far this year. I enjoy seeing all my favorite bands and have traveled to different places for five concerts in the last year.

Favorite destination

I make a habit of frequenting Disneyland during the Halloween season, as I love all things spooky. If I had to pick anywhere to go for an extended time though, it would have to be New York City. I love the fast-paced hustle and bustle of the city and the comradery that comes with being surrounded by people.

Why I love what I do:

I am a very analytical thinker and like being in a position that allows me to use organizational skills in order to complete tasks. In an industry with its foundation in relationships, I enjoy working at a firm that earns its clients’ confidence with integrity and being thorough.

Impact Investments

Event Reservation

West Valley

East Valley

Create Event

SIG Employment Application

  • Daily Inspiration 4/17/2024

    I will help save and make my clients money today than they had yesterday.

    Label

  • Financial Reports

    2023 Market Analysis
    QuarterMediaAuthorReport
    Q1
    Keri AlcosReport Name / Date
    Q2
    Michael GauthierReport Name / Date
    Q3
    Keri AlcosReport Name / Date
    Q4
    Michael GauthierReport Name / Date

    Schedule a call with one of our financial planners to learn more.

    Future Events

    April Events
    May Events
    June Events
    July Events
    August Events
    September Events
    October Events
    Location: Flemmings
    12:00pm

    Location: Online
    12:00pm

    Location: SIG Chandler
    12:00pm

    Location
    12:00pm

    Location
    12:00pm

    Location
    12:00pm

    Location
    12:00pm

    Location
    12:00pm

    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).

    Visit Profile

    Schedule Your Consultation