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Loris joins Dorion-Gray Retirement Planning

Published: Sunday, Jan. 12, 2014 5:30 a.m. CDT

CRYSTAL LAKE – Dorion-Gray Retirement Planning Inc. recently announced the addition of Patricia Loris, a certified financial planner, to its Wealth Management team.

Loris brings in-depth experience as an investment adviser representative and business owner, according to a news release.

Before becoming a financial adviser, she spent 20 years in the consumer goods industry. She held executive marketing positions with Kraft Foods and Jewel Food Stores and was the founding principal of Lorec and Associates, a marketing and sales consulting firm serving Fortune 50 consumer goods companies.

She earned a bachelor’s of science degree in business management from Northern Illinois University in 1980. She got her MBA from the same school in 1992.

Loris began her financial services career as a para-planner for American Express in 2001. She became an independent financial adviser through Securian Financial and later LPL Financial. In 2011, she earned her financial planner certification.

Loris’ firm, Anu Financial Group, has served clients throughout Lake County, where she also was a member of, and later a director, of the Libertyville Sunrise Rotary.

“Patty’s passion for her clients, vast business experience and like-minded vision as to how provide clients with assistance in pursuing their financial goals makes her a perfect fit for our team,” the company said in a new release.

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