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, a Certified Financial Planner, has over 30 years of experience in the financial services industry.
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.
Ann joined Dorion-Gray in 2012 after more than 25 years in the financial services industry.
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...
Kristen Gordon
Client Relations Specialist II, Registered Associate & Registered ParaPlanner®
815-455-4989
Megan Carlson
Registered Associate, Client Relations Specialist & Registered ParaPlanner®
815-455-4989
