FIRST MATE FINANCIAL ADVISORS
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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. 

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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.
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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.
​Financial Paraplanner
​Coming Soon!
                       

     Peggy Sames-Mihos
     Relationship Manager



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​Check out Jeri's background on FINRA BrokerCheck.
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Securities and Investment Advisory Services offered through Woodbury Financial Services, Inc. Member FINRA, SIPC and Registered Investment Advisor. Insurance services offered through First Mate Financial Advisors, which is not affiliated with Woodbury Financial Services, Inc. Services offered only where registered to do business. Neither Woodbury Financial Services, Inc., nor its registered representatives provide tax or legal advice.

This communication is strictly intended for individuals residing in the states of AK, AR, CA, CO, FL, KS, MD, MO, OK, TX, WA, and WY. No offers may be made or accepted from any resident outside the specific states referenced.

Please note: when you link to any of the websites displayed within this website, you are leaving this website and assume total responsibility and risk for your use of the website you are linking to. We make no representation as to the completeness or accuracy of any information provided at these websites. 
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Find us at:
​1516 S Boston Ave, Ste 100 Tulsa OK 74119     

p: 918-794-5544     
f: 877-822-9961

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Photos used under Creative Commons from TerryDOtt, Joe K Gage
  • Home
  • What We Offer
    • Events
  • Who We Are
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  • Contact