Broker Check

The RFG Team

Our team works to address complex financial needs. We guide families through their concerns to help them arrive at solutions best suited to their goals.

Resource Financial Group - Meet our team:

Peter M. Maris, CFP®

Senior Wealth Manager

847-256-7495 x15

[email protected]

Peter founded Resource Financial Group as an independent investment advisory firm in order to carry out his mission to provide unbiased, professional wealth advice to successful families who appreciate the freedom and peace of mind that...

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Brian A. Pugal, CIMA®, CFP®

Wealth Manager

847-256-7495 x14

[email protected]

With extensive experience in asset allocation, portfolio construction, and investment analysis, Brian is responsible for the formation and execution of our investment management process.

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Alexandra I. Moise

Client Service Manager

847-256-7495 x16

[email protected]

Many clients are familiar with Alex. She is responsible for ensuring the exceptional level of service that Resource Financial Group provides to all of its clients.
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Bahri Kurapey

Wealth Management Analyst

847-256-7495

[email protected]

Bahri is passionate about the financial markets and helping people, which guided him into the wealth management industry.  He is responsible for providing support to the investment management and financial reporting processes at RFG.  

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Ashley Demitropoulos

Client Service Specialist

847-256-7495 x10

[email protected]

Ashley is responsible for supporting the high quality relationships we are proud to have with each of our clients.

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Elizabeth Warens

Client Service Specialist

847-256-7495

[email protected]

Liz has five years of financial and administrative experience and is mainly responsible for administrative support. She enjoys finding solutions for complex tasks and helping clients with their questions.

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Priscilla Swenson

Client Service Specialist

847-256-7495 x19

[email protected]

Priscilla joined us with over ten years of administrative and paralegal experience.  She is responsible for providing vital support for our financial planning process...

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Amber Wood

Marketing Coordinator/Client Service Specialist

[email protected]

Amber earned her B.A. and M.A. from Indiana University, Bloomington. Coming from a varied background of experience, Amber brings her skills in project management and attention to detail to the RFG Team. 

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