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A future envisioned by you, guided by us.

When you work with Tri Counties Advisors to plan your future, you work with local, trusted professionals dedicated to helping you reach your goals. From planning for retirement to planning for the unexpected, our team is experienced in all aspects of personal finance.

What’s more, we customize a financial strategy specifically for your unique situation, preferences and plans for the future. It will be designed to account for change, both in the market and in your circumstances, so that it can work with you — and for you — at every stage of your life.

Our mission is to help our clients achieve financial independence through:

  • Professional advice
  • Sound risk management
  • Quality investment products
  • Personal, effective service

Retirement income planning

Estate planning

Mutual fund and equity research

Insurance and annuities

Bonds

College planning

Portfolio reviews and assessments


Meet Our Advisors

With Tri Counties Advisors, you have a skilled partner who can help you get where you want to be.

Jose Ascencio

Jose Ascencio, AAMS®
Financial Advisor, RJFS Inc.
Vice President, Tri Counties Bank
525 Salem St.
Chico, CA 95928
Office: (530) 895-7566
Jose.Ascencio@RaymondJames.com

Courtney Cox

Courtney Cox
Financial Advisor, RJFS Inc.
Vice President, Tri Counties Bank
880 E. Cypress Ave.
Redding, CA 96002
Office: (530) 243-0214
Courtney.Cox@RaymondJames.com
 

Lance Dunn

Lance Dunn, CFP®
Financial Advisor, RJFS Inc.
Vice President, Tri Counties Bank
7020 N. Marks Ave. Ste 101
Fresno, CA 93711
Office: (559) 435-8089
Lance.Dunn@RaymondJames.com


John Grimmett

John Grimmett
Financial Advisor, RJFS Inc.
Vice President, Tri Counties Bank
1250 Hilltop Dr.
Redding, CA 96003
Office: (530) 223-3571
John.Grimmett@RaymondJames.com

Nancy Lewis-Heliotes

Nancy Lewis-Heliotes, AIF®
Financial Advisor, RJFS Inc.
Vice President, Tri Counties Bank
630 Main St.
Woodland, CA 95695
Office: (707) 326-9773
Nancy.Lewis@RaymondJames.com

Nick Pastorino

Nick Pastorino
Financial Advisor, RJFS Inc.
3700 Douglas Blvd.
Roseville, CA 95661
Office: (916) 984-2397
Nicholas.Pastorino@RaymondJames.com

 

Art Taylor

Arthur Taylor Jr.
Financial Advisor, RJFS Inc.
Vice President, Tri Counties Bank
3601 Pelandale Ave. Ste E-5
Modesto, CA 95356
Office: (209) 550-3828
Art.Taylor@RaymondJames.com

Giuseppe Visconti

Giuseppe Visconti, CRPC®, CPM®
Financial Advisor, RJFS Inc.
Vice President, Tri Counties Bank
3700 Douglas Blvd.
Roseville, CA 95661
Office: (916) 293-4850
Giuseppe.Visconti@RaymondJames.com

Jeff Vinsonhaler

Jeff Vinsonhaler
Financial Advisor, RJFS Inc.
Vice President, Tri Counties Bank
1441 Colusa Hwy.
Yuba City, CA 95993
Office: (530) 671-5563
Jeff.Vinsonhaler@RaymondJames.com

Rick Wilson

Richard Wilson, CRPC®
Financial Advisor, RJFS Inc.
Vice President, Tri Counties Bank
780 Mangrove Ave.
Chico CA 95926
Office: (530) 895-7522
Ric.Wilson@RaymondJames.com

Our Advisory Process

Our advisory process provides a framework for making decisions collaboratively and monitoring the outcome of those decisions over time. Each step involves interaction between our team, the client and outside professionals as needed.

1) Understand
  • Establish relationship
  • Gather information
  • Review scope of services
2) Design
  • Analyze and evaluate needs
  • Collaborate with your other professionals (lawyer, CPA)
  • Educate on findings and solutions
  • Confirm recommendations
3) Implement
  • Adopt action plan
  • Coordinate with professionals
  • Employ solutions
4) Manage
  • Monitor progress
  • Review and revise
  • Periodic reviews


Check the background of this firm on FINRA's BrokerCheck

**Securities offered through Raymond James Financial Services, Inc. Member FINRA / SIPC , and are:

  • Not deposits or obligations of the bank
  • Not insured by FDIC or any other government agency
  • Not guaranteed by the bank
  • Subject to risk , including the loss of principal

Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Tri Counties Bank (TCB) and Tri Counties Advisors are not registered broker-dealers and are independent of Raymond James Financial Services.

Office of Supervisory Jurisdiction:
3700 Douglas Blvd.
Roseville, CA 95661

Raymond James privacy policy

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Contact us today to get started.

Call 1-866-822-4753 or fill out this form and we will contact you at a time that’s most convenient for you.

 
Investment Services provided by Raymond James Financial Services, Inc.®
 
 
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