With over 27 years of financial services experience, 23 of that at Tri Counties Bank, Dan has built both personal and professional relationships in assisting clients in achieving their financial goals. He specializes in pre and post retirement planning and holds series 7, 6, 63, 24 in addition to his California Life and Health insurance licenses.

During his eight year tenure here at Raymond James, Dan has been awarded to the Leaders Counsel* in 2002, 2003, 2005, 2006 and 2007. This national recognition is awarded to the top Financial Advisors in the organization. In 2007, he was honored by Bank Investment Consultant magazine when he was named as one of the top 50 Financial Advisors in the U.S. It was Dan's third year of being named to this elite group of Financial Advisors.

As an active member in the community, Dan is currently a member of the Chico Sunrise Rotary Club, with past affiliations including President of Chico Lions Club; President of Yreka Chamber of Commerce; member of Yreka Rotary Club; board member of Siskiyou County EDC and Siskiyou County Women's advisory loan committee.

*Membership is based mainly on assets under management, education, credentials and fiscal year production. Re-qualification is required annually since prior membership is no assurance of future membership.

Miste has over 20 years of experience in the financial services industry, 12 of that at Tri Counties Bank. Her areas of focus are building client relationships by earning their trust and listening to their needs and providing impeccable client service. She specializes in financial and retirement planning and holds series 7, 66, 24, 51 in addition to her California Life and Health insurance licenses. Miste also assists with branch operations, compliance, the development and training of new advisors and staff in the branch.

Active in the local community, Miste volunteers throughout the year for various charities and has been instrumental in helping raise over $20,000 for our local Salvation Army.

With more than 16 years in the financial services industry, Jerry Sax is dedicated to meeting each client’s individual needs and providing optimal solutions for their financial futures. He has been employed with Tri Counties Bank and is registered to offer securities and insurance products since 1993. In 2004, Jerry earned the title of Vice President with Tri Counties Bank where he values the long-term, personal relationships with our bank clients. He has a Bachelor of Science degree in Business Administration and an Associates Degree in Natural Science. As a Financial Advisor of Raymond James Financial Inc., Jerry offers services in various states, ranging from the State of California and Oregon to North Carolina and Florida. He holds a Series 7 (General Securities License), Series 63 (California Law), Series 66 (Investment Advisor’s License), along with a California Insurance license. Jerry enjoys hunting, fishing, and water skiing in the beautiful North State. He resides in Redding with his wife of sixteen years and two children. Jerry works to develop, enhance and preserve our client’s assets as they work to achieve all of their personal financial goals.

With 10 years in the financial services industry, John Grimmett works to build and maintain client trust and wealth through relationship management, a high level of customer service and integrity. He has been a Financial Advisor since 2001, and currently holds a Series 7 (General Securities License), Series 63 (California Law), Series 65 (Registered Investment Advisors License), as well as a California Insurance License. John enjoys camping, fishing, and spending quality time with his family - wife Lisa and son Bryce. By building strong relationships with his clients, John identifies their personal goals and helps them to achieve their financial objectives.

Johnny joined the Investment Services team in 2007 as a Raymond James Financial Advisor and has over 6 years of experience in the financial services industry. Johnny's areas of focus are working with clients to help meet their important financial goals and finding solutions for clients in the areas of proper investment asset allocation. Johnny graduated from California State University Chico with a Bachelor of Science Degree in Economics and holds his Series 7, 66, and Life Insurance licenses.

Johnny resides in Gridley, CA with his wife Amy and their two year old Yorkshire Terrier. Away from the office, Johnny enjoys spending time with family, reading, training, and serving as a youth leader for his community's teenagers since 2004.