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...
Insurance Needs Assessment: Married With Children
When you’re married and have children, insurance needs will be different.
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Managing an Inheritance
A windfall from a loved one can be both rewarding and complicated.
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Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
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The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
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