Monique Ruiz brings over 15 years of experience in the financial services industry to SageCrest Wealth Management and The Ostenberg Financial Team. With an extensive background in client service and operations, she plays an important role in ensuring clients receive the personalized attention, responsiveness, and support they deserve.
Known for her exceptional organizational skills, attention to detail, and thoughtful approach to problem-solving, Monique is dedicated to creating a seamless and positive client experience. She takes pride in building meaningful relationships, understanding each client's individual needs, and ensuring that the many details behind the scenes are handled with care and efficiency.
Monique believes that exceptional client service begins with listening. Whether assisting with day-to-day account needs, coordinating requests, or helping clients navigate important financial matters, she approaches every interaction with professionalism, patience, and a genuine desire to help.
Outside the office, Monique enjoys spending quality time with her family and caring for her own little "urban jungle." Her home is shared with a beloved cat, dog, leopard gecko, and several fish tanks, creating a lively household filled with personality. She embraces life's simple joys and lives by the sentiment, "Life is beautiful — Vida Bella!"”