Maria Ursu Roman

Maria Ursu Roman

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’s outgoing personality and passion towards helping others is why she excels as the vital link between our firm’s wealth advisors and 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
  • Series 66