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Our Experienced 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 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

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Paula Dorion-Gray, a Certified Financial Planner has over 3 decades of experience in her field.  

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James Davids, MBA

President, Chief Investment Officer

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Jim Davids joined Dorion-Gray in 1999.  He has a bachelor’s degree in Business Administration and earned his MBA of Finance and Accounting.

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Ann Mariani-Issel

Vice President, Chief Operations/ Compliance Officer

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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

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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

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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/Receptionist

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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 & Financial Para Planner Qualified Professionalâ„¢

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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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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 Milliken

Wealth Management Advisor Associate

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Michelle joined Dorion-Gray in November of 2014. She is a graduate of Albion College.  Michelle began working in the financial services industry in 2008 and currently holds Series 7, 66 and Life/Health insurance licenses.

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JoAnn Modlisz

Executive Assistant/Receptionist

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815-455-4989

With a background in sales and administration, JoAnn joined the company in 2017. She welcomes our clients and assists our advisors and management team. Along with the CRS team, JoAnn is involved in many projects and assists in various...

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