Jaycee Dahl

Jaycee is an Administrative Assistant for Stuart Murray and Daniel Mehan. She also is a Notary Public and can assist you with free notary service. She began with Strategic Investment Chico in June of 2018 after graduating with an associate’s degree in Social and Behavioral Science. Jaycee moved with Dan and Stuart to Asset Management Group in May of 2020. She has been working in client services and retail for almost 8 years, starting her first job at age 16. Jaycee thoroughly enjoys helping our clients and goes the extra mile to ensure that they are happy and well taken care of! Her confidence and positive demeanor always makes everyone feel very comfortable working with her.

Some of her responsibilities include:

• Scheduling of client meetings and appointments
• Maintaining and updating client information on client’s data files.
• Client account opening, transfers, deposits, and distributions.
• Communicating with client’s attorneys, CPAs, Third Party Administrators and Mutual fund companies.
• Following through on client requests and needs.

Originally from Oroville, CA, Jaycee now loves living in Chico and enjoys the endless amount of activities that are available in this area! You can find her anywhere from hanging out with her family, hiking in Upper Bidwell Park or listening to live music downtown. She enjoys any time she can spend with her family and friends.

For any assistance with your account(s) held by Stuart Murray or Daniel Mehan, please give Jaycee a call at 530.343.0770 or send her an email at jaycee.dahl@lpl.com.