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About Our Team

 Meet Who You’ll Be Working With

When it comes to managing your wealth and helping you navigate your financial needs and goals, Randee Cook, CFP® and the team at Strategic Financial Management, Inc. are ready to guide you every step of the way.

Randee Cook

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

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

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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Resources

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The Pre-Retirement Checklist

The Pre-Retirement Checklist

This checklist can give you a quick snapshot of how prepared you are.
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The Utility of Sector Investing

The Utility of Sector Investing

Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
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Life and Death of a Twenty Dollar Bill

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?
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Monthly Budget

Monthly Budget

Track your monthly income and expenses to get a clearer view of your cash flow.
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Download "Retire Happy," Our Free Ebook!

Are you looking forward to retirement? Are you really prepared for what lies ahead?
Our free ebook can help you find out. Register today to receive your copy of "Retire Happy".