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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.

 
 

Josh Gerry is a Managing Partner at Dorion Gray Retirement Planning and Professional Wealth Advisors, LLC. He has been in the financial services industry for over 25 years. Prior to joining Professional Wealth Advisors as a partner,...

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“I am passionately committed to helping our clients grow and preserve their wealth. Our team of professionals works diligently to ensure that family wealth passes efficiently from one generation to the next.” Stephen Potts...

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“We work, every day, to design and implement financial plans that give our clients the confidence to pursue the things in life that are truly important to them.” Peter Wilmot is a Managing Partner and Chief Investment...

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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

Director of Operations/Practice Manager

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

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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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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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Sean has been piloting client financial plans and managing client portfolios since 1999.A graduate of University of Illinois at Champaign-Urbana, Sean earned a Bachelor of Science in Civil Engineering. He currently maintains FINRA...

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Davis Johnston is a Wealth Advisor at Professional Wealth Advisors, LLC/Dorion-Gray Retirement Planning. He has been in the financial industry for 18 years. Prior to joining Professional Wealth Advisors, Davis was a partner and trader...

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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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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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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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Kristen Gordon

LPL Registered Client Service Associate, Financial Paraplanner Qualified Professional™

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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 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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JoAnn Modlisz

Executive Assistant/Receptionist

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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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