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.