Jerry Sax

Vice President, TCB

Financial Advisor RJFS

Direct: 530-223-3571

jerry.sax@raymondjames.com

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.

John Grimmett

Financial Advisor, RJFS

Direct: 530-223-3571

john.grimmett@raymondjames.com

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.

Dan L Bay, WMS

Vice President, TCB

Financial Advisor, RJFS

Direct: 530-898-0415

dan.bay@raymondjames.com

With over 29 years of financial services experience, 25 of that at Tri Counties Bank, Dan has built both personal and professional relationships in assisting clients with planning for their financial goals. He specializes in pre and post retirement planning and hold series 7, 6, 63, 24 in addition to his California Life and Health insurance licenses.

During his 10 year tenure here at Raymond James, Dan has been recognized as one of the “Best of the Best” by Raymond James Financial Services (based on production) in 2007 and was awarded to the FID Leaders Council in 2002, 2003, 2005, 2006 and 2007 (based on production). This national recognition is awarded to the top Financial Advisors in the organization (based mainly on assets under management, education, credentials, and fiscal year production). 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 (based on production-to-retail-deposits). It was Dan’s 3rd 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.

Miste Cliadakis, WMS

Vice President, TCB

Financial Advisor, RJFS

Direct: 530-898-0415

miste.cliadakis@raymondjames.com

Miste works closely with Dan to help clients accumulate, preserve and distribute their assets.  She has established a reputation for building lasting client relationships by listening to their needs and earning their trust, and providing impeccable service.  Miste specialized in asset management, retirement planning and risk management.

In 1989 Miste began her career in financial services, joining Tri Counties Bank in 1997.  She was promoted to Vice President in 2006.  From 200-2010 Miste served as a Financial Advisor with the Registered Principal in charge of regulatory compliance for the bank's investment program.  She currently serves as an accredited Wealth Management Specialist.

Active in the local community, Miste volunteers throughout the year for various charities including the Salvation Army and Big Brothers Big Sisters.  She also serves the community with a monthly segments on KHSL TV promoting saving tips, strategies and resources.

Along with her husband Steve she enjoys cooking, painting and traveling the world.

Nick is available at the following locations

Paradise
Oroville
South Chico (Raley's Shopping Center)

Alan is available at the following locations

Granite Bay                                    
Sacramento Arden Fair                  

Also these in-store branches

North Natomas (in Raley's)            
Natomas Arena Blvd (in Bel Air)    
West Sacramento (in Walmart)
Roseville Douglas Blvd (in Raley's)
Roseville Pleasant Grove (in Walmart)
Lincoln (in Raley's)

Arthur Taylor

Financial Advisor, RJFS

Direct: 209-550-3828

art.taylor@raymondjames.com

Art is available at the following locations

Modesto
Gustine
Patterson
Brentwood
Turlock
American Canyon

Lance Dunn, CFP®

Vice President, TCB

Financial Advisor, RJFS

Direct: 559-436-3788

lance.dunn@raymondjames.com

With over 16 years in the financial services industry, Lance has prided himself on offering the highest level of service and technical knowledge for his clients.  Caring for his clients, both personally and professionally has resulted in lasting relationships.  Lance can explain complex concepts in a way that is easy to understand for people.  By putting the client’s needs first, the advisory relationship has blossomed into a trust that will hold up over time. 

In 2005 Lance earned the advanced degree of CFP ® for Certified Financial Planner professional.  In 2008 he earned another designation for CRC, or Certified Retirement Counselor.  These designations demonstrate the commitment to learning and competency needed to help clients in whatever way possible.  Licenses include the series 7, 63, 65, Life and Heath insurance in both California and Hawaii.

In his free time Lance enjoys spending time with his wife Linda, daughter Lexis, and son Lucky.  Activities include, bowling, cards, board games, watching sports, water skiing, snow skiing, golfing, and spending time at the cabin near Bass Lake.

Lance would be honored to help you with any financial advisory needs you require.  With the help of his assistant Art Velsaco, they are available to serve you best.