

Sarah Paulson
Registered Wealth Associate
Industry Experience: Since 2024
Bio
Sarah brings a unique blend of creativity, empathy, and real-world experience to her role at Cooke Financial Group. Her background spans interior design in the RV industry, life as a devoted mom of two, and years as a school secretary—each role sharpening her ability to listen, adapt, and support those around her. She finds true fulfillment in helping others reach their goals.
When she’s not working, Sarah channels her creativity into the kitchen, where she’s honed her talent for baking irresistible cookies and stunning cakes. For her, baking is more than a hobby—it’s a way to connect, celebrate, and spread a little joy. She also enjoys winding down with a good podcast and cherishes any chance to spend quality time with her family and friends.
Education
- B.S. in Family and Consumer Sciences – Ball State University
Licenses
- Series 7 – The Series 7 is an exam and license that entitles the holder to sell all types of securities products except commodities and futures. The Series 7 exam covers topics on investment risk, taxation, equity and debt instruments, packaged securities, options, and retirement plans.
- Series 63 – The Series 63 is an exam and license that entitles the holder to solicit orders for any type of security in a particular state. The Series 63 exam covers topics on ethical practices and fiduciary obligations.
- Security Industry Essentials® (SIE®) – The Security Industry Essentials® (SIE®) is an exam and license that demonstrates fundamental knowledge of the securities industry. The SIE® exam covers topics on industry terminology, securities products, the structure and function of the markets, regulatory agencies and their functions, and regulated and prohibited practices.