We are your First Mate
First Mate Financial Advisors LLC is a Tulsa-based, holistic wealth management firm focused on wealth, tax, and estate planning. The company was founded in March of 2011. By bringing together a suite of qualified financial professionals through a single point of service, First Mate is able to provide a holistic approach to wealth management strategies, with a passionate emphasis on meeting the specific needs of women and minorities. We can help review cash flow, taxes, retirement, risk management and wealth transfer strategies.
Jeri Barrientos - CEO, Founder, MBA, AAMS
Even as a mother of three beautiful young children, a community volunteer, and the owner
of multiple businesses, Jeri has still managed to grow her businesses by over 30 percent year after year. Through her work, Jeri helps people and families plan, grow and preserve their financial assets. Jeri’s years of firsthand experience in her family’s businesses provide clients with valuable, practical knowledge.
In addition to her bachelor’s and master’s degrees, Jeri’s certifications include Accredited Asset Management Specialist (AAMS), and she is currently working on her Certified Financial Planner (CFP). For the past four years, Jeri has been involved in an elite coaching program for top advisors nationwide, which has provided Jeri with the tools and knowledge necessary to help her clients.
Before creating First Mate Financial Advisors, Jeri spent six years at Edward Jones Investments as a financial advisor and limited partner, where she built her financial practice the hard way, hitting the streets going door-to-door to build her client base.
Brittany Armer - Financial Paraplanner
Brittany serves as Jeri’s right hand, handling all behind-the-scenes client work. She has a degree in financial planning from Northeastern University. Assisting Jeri in comparing products and finding the perfect solution for each individual situation is a true strength of hers, and allows her to better serve our clients.
In the industry since 2015, Brittany quickly rose from intern to assistant in her previous firm before joining FMFA in late 2017, where she has already been promoted and has significantly widened her knowledge base.
Growing up, Brittany dreamed of becoming a meteorologist, but has found she prefers her current role of forecasting unseen changes and helping clients weather unexpected events as they move forward in their lives.
Brittany was born and raised in Tulsa, and now lives on the West side. She loves spending time with her dog, Dolly.
Megan Geissler - Relationship Manager
Megan just moved to Oklahoma in June. Previously, she served as an assistant for two other financial planners in Wisconsin. She handles all educational events, networking, newsletters and marketing, scheduling and client relationships, and office compliance.
Financial planning is such a needed service that affects such a wide variety of clients. Each individual situation presents a unique challenge, and Megan is passionate about working with Jeri as Jeri holistically crafts a plan tailored to each client's needs. She also enjoys exploring the city, gardening, and being actively involved in her church.
Megan has experience in selling and marketing real estate, non-profit work and customer service, which gives a solid base for her role here at FMFA. She holds some licenses and is working on getting her final securities license.