Meet the Team
At Cooksen Wealth, our team of experienced professionals provides fiduciary, fee‑only guidance to C‑suite executives, high‑earning professionals, and independent women in The Woodlands and Greater Houston.
Lindsey Cooksen, CFP®
Founder, Managing Director
Lindsey Cooksen, CFP®, is the Founder and Managing Director of Cooksen Wealth, which she launched in 2019 after more than a decade with Morgan Stanley Private Wealth Management. She holds an MBA and a Master’s in Education from Stanford University and graduated cum laude from Rice University, where she captained the women’s basketball team.
Lindsey has been recognized by InvestmentNews, Forbes, and the Houston Business Journal for leadership in wealth management. She remains active in The Woodlands community through the John Cooper School Board of Trustees, Jack and Jill of America, and her church.
Safalta Sherpa
Director of Planning
Safalta Sherpa brings more than 15 years of wealth management experience to Cooksen Wealth, where she partners with Lindsey Cooksen to develop and implement customized financial plans for high-net-worth and second-generation clients. She holds a Bachelor’s degree in Finance and Accounting, is a Series 65 investment adviser representative, and has completed the educational requirements for CFP® certification.
