Our Team

Jeri Barrientos, MBA, AAMS

Chief Executive Officer and Founder

Jeri helps families Plan, Grow, and Preserve their wealth as an Investment Advisor Representative.* Jeri's years of first-hand experience in the transition of her family's businesses provides clients with valuable, practical knowledge. Prior to First Mate, Jeri spent 6 years at Edward Jones Investments as a Financial Advisor. She is a graduate of The University of Tulsa with a Bachelors of Science in Management Information Systems and Accounting in addition to a Master's Degree in Business Administration. Jeri has three children. Jeri is an Advisory Board Member to Tulsa Chamber's Small Business Connection and Secretary/Treasurer of the Rotary Club of Tulsa. She helped start the district's newest Rotaract Club and has been appointed to a five year term as a Trustee of the Rotary Club of Tulsa Foundation.

 

Client Services and Office Management

Leslie Springer

Leslie provides administrative and operational support at First Mate. She makes it her priority to work one-on-one with our clients, schedule appointments and ensure administrative tasks are handled with care and accuracy. She is also responsible for various compliance requirements. Leslie has over 20 years of business management experience. Leslie is not registered with Woodbury Financial Services, Inc.

Lupe Latimer

Lupe serves in the role of accounting and marketing at First Mate. She brings more than 25 plus years of legal, accounting and marketing experience to First Mate. She spends her time building and enhancing relationships for the firm while making sure our clients’ needs are met. Lupe manages special projects and client events. Lupe is not registered with Woodbury Financial Services, Inc.