As a Client Relationship Specialist at Moroukian Wealth Management Group, I am dedicated to helping clients navigate their financial needs with clarity and efficiency. With over 14 years of experience in the financial services industry, I focus on building lasting relationships while providing the resources and support necessary for clients’ success.
As one of the firm’s first points of contact, I leverage my strong administrative and interpersonal skills to efficiently handle client inquiries and account servicing requests. From coordinating day-to-day operations to managing client communications and ensuring the accurate and timely processing of account details, I am committed to delivering seamless administrative support that enhances the overall client experience. I take pride in managing the behind-the-scenes tasks that allow clients to feel supported, informed, and confident as they work toward their financial goals.
Before joining Moroukian Wealth Management Group, I worked as a Veterinary Practice Manager, where I developed a strong commitment to service, organization, and client care. I earned my Associate in Business Administration from Hudson Valley Community College, which strengthened my foundation in business management and client relations. I also hold a Life, Accident, and Health Insurance License, am a Notary Public, have passed the FINRA Securities Industry Essentials (SIE) exam, and am currently preparing for the Series 7.
A native of Saratoga County, New York, I currently reside in Stillwater. Outside of work, I enjoy spending time outdoors with my husband, Justin, and our two dogs, Poppy and Sophie. Whether checking out a new trail, kayaking, or exploring new places, I believe in finding balance and joy in nature. I also love traveling, visiting museums, trying new restaurants with friends, and relaxing with a good book.