Maria Ursu Roman, CFP®

Maria Ursu Roman, CFP®

Director of Business Development


Maria has a strong background in customer service and marketing. As KMG Wealth Management’s Director of Business Development, she is dedicated to building lasting relationships and delivering an exceptional Standard of Care to our clients.

Maria grew up in Moldova where access to financial planning and setting goals for financial independence were not common. Rather, perseverance was the standard. To her, financial planning shouldn't be a luxury – it should be accessible to everyone.

Maria studied Language Interpretation and Translation at Moldova State University and is fluent in four languages; Romanian, Russian, French and English.

She resides in the north side of Chicago with her husband William. In her spare time, she and her husband love to cook new, imaginative, and traditional dishes from various cuisines that span the globe. Maria enjoys reading inspirational books and taking casual walks in the park. A lifelong pursuit of Maria’s is to visit and explore renowned national parks around the world.


Professional Certifications

  • Life & Health Insurance License
  • Series 7 (held through LPL Financial)
  • Series 66