Broker Check


Paula Dorion-Gray, CFP®

Paula Dorion-Gray, CFP®

Chief Executive Officer

Paula Dorion-Gray, a Certified Financial Planner has over 3 decades of experience in her field.  The variety of issues encountered during her years of servicing a diverse client base gives Paula the experience to effectively counsel any situation.

Her philosophy emphasizes the importance of understanding a client’s entire financial profile.  The success of this approach led her to develop The Total Vision Approach process.  The Total Vision Approach ™ helps clients to create the financial security they need to retire and do the things they want to do.  Paula is deeply committed to establishing a confidential and trusting relationship with every client.  Her many long-term relationships are a result of a dedication to quality service.

Currently, Paula is a member of the Centegra Health System Board of Governors, a board member for TLS for Veteran’s and a member of the Executive Committee for Education 2 Empowerment, affiliated with McHenry County College. Paula’s past positions include: Vice President of the Pioneer Foundation, President of The Rotary Club of Crystal lake Dawnbreakers, Chairperson for the Planned Giving Committee of the Centegra Foundation and Board President of the Raue Center for the Arts in Crystal Lake.    Paula also serves as a mentor to women both in and out of her industry.