The Lee & Dunn Group

The Lee & Dunn Group

Grass Valley Office
Phone: (530) 271-3000
Toll Free: (888) 792-9244
Fax: (530) 271-3050
Email Us
Baird
360 Sierra College Drive
Suite 200
Grass Valley, CA 95945
Map/Directions
The Lee and Dunn Group is built upon shared values of honesty, integrity, genuine concern for clients, and respect for associates. These values drew us to join Baird and remain central to our ability to earn the quality client partnerships and maintain the high standards that are our traditions.

Find out about the client-focused service for which The Lee and Dunn Group is so well known. Contact us today to explore a partnership.


Jon Lee
Jon Lee

Director
Private Wealth Management
Direct: (530)-271-3000   
Toll Free: (888) 792-9244   
Fax: (530) 271-3050
jhlee@rwbaird.com

Jon has been with Baird since 2009 and in the financial services industry for over 25 years.  Prior to joining Baird, Jon was with Wachovia Securities since 1997 and has also been with Prudential Securities and Shearson Lehman Brothers, where he began his career.  His areas of expertise include comprehensive financial planning for individuals, businesses and trusts including retirement, estate planning and money management.

Jon takes a very personal one-on-one approach to meeting clients’ financial and personal goals with an emphasis on superior service.  He recognizes that every client is different and consequently they have their own needs and goals.  Jon takes pride in helping his clients identify their needs and then develops an individualized plan to achieve their goals within their individual risk tolerance.

Jon obtained a Bachelor of Science degree from California Polytechnic State University, San Luis Obispo in 1983.  He is a member of the Gold Country Estate Planning Council, on the board of The Center for the Arts in Grass Valley and Former Chairman of Yuba River School’s Education Foundation.

Jon resides in Nevada City with his three children, Jessica, Erika and Galen.  In his free time he enjoys skiing, bicycling, soccer, golf and gardening.





Janice Dunn
Janice Dunn

Financial Advisor
Private Wealth Management
Direct: (530) 271-3000
Toll Free: (888) 792-9244
Fax: (530) 271-3050
jdunn@rwbaird.com

 

Janice strives to create financial success for her clients through honoring each person’s unique value system and helping them attain the best financial plan that is tailored for them. Financial plans can change over the course of a lifetime, but the cornerstones of clear communication and long standing trust does not. Under these core values working with Janice allows her clients to continually assess their progress and goals and gives them the ability to adjust their ever-changing financial plan as life evolves.

A Wealth of Experience

Janice joined Baird in 2015, and brings 15 years of industry experience to her clients. Prior to Baird, Janice worked as a Relationship Manager at the Partnervest Financial Group. Her areas of expertise include women’s wealth management regarding financial planning and retirement, comprehensive and holistic intergenerational planning, as well as transitional planning around divorce, death and inheritance. Janice’s financial planning process is based on the values of connecting and understanding. Through this process she integrates her client’s financial vision into a workable strategy. Her practice is built on a cooperative and equality based foundation, offering her professional knowledge and service to her clients.

Janice graduated from The University of Oregon in 1986, and completed a Teacher’s Certification course-Type A at the University of Colorado in Boulder in 1989.

Committed to the Community

Janice has been living in Penn Valley for the past three and a half years. She is a member of the Financial Planning Association for over a decade, and is also a board member for The FPA Nor-Cal Conference in San Francisco and The Center for the Arts in Grass Valley.  Her interests include arts, education, skiing, and yoga.  

Why Baird?

Janice is proud to be part of Baird – a fully independent, international firm serving the wealth management needs of families, businesses and organizations for more than 90 years. Nationally recognized as a great place to work, Baird attracts the industry’s best and brightest. And employee ownership gives all of us a personal stake in our clients’ success. It’s a formula that works because of the values we share: honesty, integrity and a commitment to keeping clients first – always.





Marjorie Determan, CFP®
Margie Determan

Vice President
Private Wealth Management
Direct: (530) 271-3000
Toll Free: (888) 792-9244
Fax: (530) 271-3050
mdeterman@rwbaird.com


Margie’s passion throughout her career has been to help her clients achieve their goals in life using money as a tool, not a goal in itself.  Her clients consider her a partner in all the changes of their lives, be it planning for a comfortable retirement, a college education, leaving a legacy, or handling all the personal and financial challenges that life has in store along the way.

Margie has been in Private Practice for 32 years providing comprehensive Financial Planning services to individuals, small businesses, and multigenerational families, and has recently joined the RW Baird Grass Valley office in 2016.  She owned Yuba River Wealth Management in Nevada City, CA, which was affiliated with Commonwealth Financial Network for 16 years. She began her career in 1984 with Planners’ Independent Management, an affiliate of Wedbush Securities.

Margie’s original education was as a Registered Nurse, and she obtained her BA in psychology from Stephens College in Columbia, MO in 1978.  She obtained her Certified Financial Planner ® designation in 2006 from Metropolitan West College in Denver, CO.  She has been a member of the Financial Planning Association since 1995, and the Gold Country Estate Planning Council since 2009.  She has served on the Board of Directors of KVMR Community Radio, and is an active volunteer in a number of local non-profit organizations, including Bear Yuba Land Trust, South Yuba Citizens League, among others.

Margie enjoys hiking, photography, travel and wine. She, her husband Ed, and Weimaraner, Charlie, are life long fans of the Chicago Cubs and have lived in Nevada City for 16 years.




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