About Our Team
Randee Cook, CFP®
President, CERTIFIED FINANCIAL PLANNER®
As a CERTIFIED FINANCIAL PLANNER®, I help busy professionals and families align their financial decisions with their life goals. I work closely with you to create and implement a holistic, customized financial plan that adapts as life...
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Debra Pratt
Operations Manager
Debra is the Operations Manager for Strategic Financial Management, Inc, providing Operations and Compliance solutions and service for our clients. Debra has over 30 years of experience in operations/office management. She is the best...
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Noah Clement
Relationship Manager
As Relationship Manager, Noah supports both clients and the advisor by helping ensure that the financial planning process runs smoothly behind the scenes. Whether it’s preparing paperwork, coordinating digital tools, or assisting with...
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Social Security: The Elephant in the Room
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
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How Boomers and Millennials Differ
The YOLO Economy is a focus on experiences over material possessions, prompting Boomers to consider a similar mindset.
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The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
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Silver Sneakers 101
Medicare’s popular program, offering free gym membership and health education.
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