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...
Budgeting After a Divorce
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
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Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
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Replacing Your Medicare Card
Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.
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Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
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