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815-459-6800

 

Team

Our mission is to be a family and  community minded company that helps support and navigate clients through life’s critical events.

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

 

Paula Dorion-Gray, CFP®

Chief Executive Officer

815-459-6800

815-455-4989

Paula Dorion-Gray, a Certified Financial Planner, has over 30 years of experience in the financial services industry.

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James Davids, MBA

President, Chief Investment Officer

815-459-6800

815-455-4989

Jim has a bachelor’s degree in Business Administration from Columbia College and earned his MBA of Finance and Accounting from Regis University in 2007.

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Ann Mariani-Issel

Vice President, Chief Operations/ Compliance Officer

815-459-6800

815-455-4989

Ann joined Dorion-Gray in 2012 after more than 25 years in the financial services industry.

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Mark Davids, CFP®

Wealth Management Advisor

815-459-6800

815-455-4989

Mark A. Davids has been with Dorion-Gray since its inception. Mark completed the Certified Financial Planner, CFP® curriculum in 1997.

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Patty joined DGRP in 2013, with in-depth experience as an investment advisor representative and business owner. Patty began her financial services career as a para-planner for American Express in 2001.

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Joseph Ricciardi, CFP®

Wealth Management Advisor

815-459-6800

815-455-4989

Joe has a Bachelor of Science degree from Embry-Riddle aeronautical University and is an Airline Captain for United Airlines, based in Chicago. In 2013 he earned his Certified Financial Planner™ certification.

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Andrew Carman has been a Financial Advisor since 2004 and previously owned his own investment advisory business based in Warrenville, IL. Andrew began his financial services career as an advisor for Edward Jones Investments and became...

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Jamie Blumenthal

Executive Assistant

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815-455-4989

Jamie has been with Dorion- Gray since 2003. She is responsible for many of the processes administered by the firm. Jamie assists all of the advisors with client communications.

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Kristen Gordon

Client Relations Specialist II, Registered Associate & Registered ParaPlanner®

815-459-6800

815-455-4989

Kristen has been with Dorion-Gray since its inception. She has a Bachelor’s degree from Northern IL University and currently holds the Series 6 and 63 licenses.

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Megan Carlson

Registered Associate, Client Relations Specialist & Registered ParaPlanner®

815-459-6800

815-455-4989

Megan graduated from Columbia College with a Bachelors of Arts Degree in Business Administration.

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Dawn Frieling

Client Relations Specialist

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815-459-6800

Dawn joined Dorion-Gray in January of 2014. She is a graduate of University of Illinois Champaign-Urbana where she earned her BS in Computer Science Engineering.

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Michelle joined Dorion-Gray in November of 2014. She works with the CRS team preparing reviews and assisting our advisors and clients. She is a graduate of Albion College where she obtained a degree in Music. Michelle began working in...

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