The RFG Team
Peter M. Maris, CFP
Wealth Manager, Founding Partner
When I founded Resource Financial Group (RFG) in 1996 as an independent investment advisory firm, my goal was to provide unbiased, professional wealth advice to families who appreciate the freedom and peace of mind that having a...
Brian A. Pugal, CIMA, CFP
Wealth Manager, Partner
As a wealth manager, I am able to draw on my experience in investment management and financial planning to help our clients achieve their financial goals.
Alexandra I. Moise
Client Service Manager
One of my favorite aspects of my job is interacting with our clients. For the past 18 years, I’ve enjoyed working with the RFG team to coordinate office efforts and keep everything running smoothly. When I was 19, I emigrated from...
Amber Wood
Marketing Coordinator/Client Service Specialist
I bring a varied background of experience and skills to the Resource Financial Group team. I earned my B.A. and M.A. from Indiana University, Bloomington. I consider my skills in project management and attention to detail a strength...
Bahri Kurapey
Wealth Management Analyst
I am passionate about financial markets and helping people; this guided me into the wealth management industry. I am responsible for providing support to the investment management and financial reporting processes at RFG. I joined the...
Elizabeth Warens
Client Service Specialist
I bring five years of financial and administrative experience to the Resource Financial Group and am mainly responsible for administrative support. I enjoy finding solutions for complex tasks and helping clients with their questions....
Priscilla Swenson
Client Service Specialist
Amanda Bassill
Client Service Specialist
I bring extensive experience in compassionate customer service, strong critical thinking skills, and attention to detail. I look forward to bringing these acquired skills to the RFG clients. When I am not in the office, I enjoy reading...