As a Wealth Manager at R. Paul Moroukian Wealth Management Group, my primary responsibility is to run collaborative meetings that establish goals and develop actionable plans to achieve them. With over 7 years of experience in the financial services industry, I have honed my skills in helping clients navigate their financial journeys. Before joining Moroukian Wealth Management Group, I worked at AYCO, a Goldman Sachs Company. I hold Series 65, Series 63, and Series 7 securities licenses through LPL Financial, and I earned a bachelor's degree from Roger Williams University in 2017.
My motivation stems from seeing individuals become confident in their financial decisions. I was inspired to enter the financial services industry by my father, whose accomplishments and relationships demonstrated the positive impact this field can have on people's lives. I take great satisfaction in witnessing someone enter our office uncertain about their financial path, only to leave with newfound confidence and direction. They walk away knowing that the steps they’re about to take will guide them toward financial independence.
I believe the greatest value I provide to our clients is helping them pursue their long-term financial goals while preparing for life's uncertainties. I am committed to ensuring that each client feels supported and well-equipped to face whatever challenges may arise.
A native of Niskayuna, New York, I currently reside in Saratoga Springs. I am proud of my Armenian heritage and keep my culture and faith strong by serving as the co-treasurer on the parish council at my church and assisting with the Armenian Cultural Picnic every summer. In my free time, my roots as an Eagle Scout and outdoorsman run deep. I have a passion for camping, hiking, and exploring the beauty the world has to offer.