Jeri Springer Barrientos
CEO at First Mate Financial Advisors, LLC
- Role
- Advisory Board Member - Sbc at Tulsa Regional Chamber
- Location
- Tulsa, OK, US
- LinkedIn followers
- 500 followers
About Jeri Springer Barrientos
Jeri Barrientos is a native Tulsan who helps families, especially business owners, Chart a Course to Plan, Grow and Protect their assets through customized retirement and succession planning strategies. By building long lasting personal relationships with her clients, these strategies provide Jeri with her own ‘Peace of Mind’ when she knows her clients have theirs. Jeri’s years of first-hand experience in her family’s businesses coupled with her MBA provides clients with valuable, practical knowledge. Specialties: Retirement Planning Investment Advisory Retirement Income Planning Life Insurance Long-term Care Insurance Disability Insurance Charitable Planning Asset Protection Estate Planning Business Succession Planning *Cherokee TERO certified
Experience
Advisory Board Member - Sbc
Jan 2019 — Present
Small Business Connection
Education
.
I currently hold Series 7, 63, 66 and life & health insurance licenses.
College for Financial Planning
Accredited Asset Management Specialist Designation
University of Tulsa
BS, Management Information Systems & Accounting
1998 — 2002
University of Tulsa
MBA, Business Administration
2002 — 2003
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