Broker Check

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 welcomes you to 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 affluent 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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Abby Hobbs

Marketing Coordinator

847-256-7495 x12

[email protected]

Abby manages various projects focused on providing ever-increasing value to our clients. She also oversees client service projects designed to aid in RFG's financial planning process. Abby resides in Evanston...

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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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Ashlee Leiker

Client Service Specialist

847-256-7495 x25

[email protected]

Ashlee supports all administrative projects, including client mailings, research projects, tax reporting/projects and portfolio reporting.

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Priscilla Swenson

Client Service Specialist

847-256-7495 x19

[email protected]

Priscilla is the newest member of the RFG team.  She joins 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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