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Jeri Barrientos, MBA, AAMS®
Jeri Barrientos is the Founder and CEO of First Mate Financial Advisors. With over 20 years of experience, she is very passionate about her business and client relationships. Through her work, she helps families plan, grow, and preserve their financial assets by utilizing advanced estate and proactive tax reduction strategies. Jeri’s years of firsthand experience in her family’s multi-generational businesses provides her clients with valuable, practical knowledge.
In addition to her bachelor’s and master’s degrees from the University of Tulsa, Jeri also holds an Accredited Asset Management Specialist (AAMS®) certification. Jeri has been involved in an elite coaching program for top advisors nationwide, which has provided her with the advanced tools, knowledge, and reach-out resources necessary to help her clients simplify complex financial decisions. Her ultimate goal is to reduce clients’ financial burdens while allowing them to focus on the more important things in life.
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. Her guiding compass and level of integrity shows through her actions. She will always do what is right, no matter what it takes as her clients’ needs always comes first.
Jeri holds a Series 7, Series 63 and Series 65 securities registrations and is a licensed Life/Health Insurance agent.
Jeri has held numerous leadership roles to include serving as Chairman of the Board for her non-profit, Curtiss Condor Resurrected, Inc, Board Member of the Tulsa Air and Space Museum as well as Past President of the Rotary Club of Tulsa. She is a mother of three children, recreational pilot, community servant, and philanthropist supporting multiple non-profit organizations in numerous capacities.
Ashley Cutshall, MBA, CFP®
Ashley Cutshall is a financial advisor with First Mate Financial Advisors in Tulsa, Oklahoma. Ashley helps her clients create healthy financial lives for themselves and their families by creating robust financial plans that include retirement and investment planning, risk management analysis, estate planning and tax strategies. She enjoys working with individuals and business owners to create financial plans which align with their goals and dreams.
She received the Certified Financial Planner designation (“CFP”) in 2022 which requires 6,000 hours of professional experience, completion of CFP coursework and exam, and a commitment to high ethical and conduct standards. She also holds the Series 7 and 66 securities licenses as well as her life and health insurance license.
Ashley earned her Executive MBA from the Sam M Walton College of Business at the University of Arkansas in 2014 with a focus on investment analysis and entrepreneurship. She earned her bachelor’s in business administration in 2009. She also had the honor to receive a scholarship to study global consumers and marketing in Italy in 2007.
She is an active member of the Rotary Club of Tulsa serving as the budget chair (2022-2023) and secretary/treasurer (2023-2024). She is a co-troop leader of her daughter’s Girl Scout Troop. She and her husband, Cody, enjoy spending time outdoors with family and friends.
Laura Leslie
Laura Leslie serves as a Client Relationship Manager at First Mate Financial Advisors. Laura has spent five years in the financial industry and has a passion for helping families grow and protect their wealth.
Her leadership role within First Mate Financial Advisors not only allows her to focus on supporting the advisors with the strategies they emplace for our clients and their families, but to also deploy business-growth strategies. Laura’s previous ten plus years of experience in leading and building a multibillion-dollar company gives her a unique advantage in generating customer goodwill and loyalty by deepening relationships as well as implementing repeatable processes and procedures.
Laura is fully licensed as a Registered Representative and holds a Series 6 and Series 63 securities registrations and is a Licensed Life/Health Insurance agent.
Laura and her husband have five children. Her husband is a high school teacher and basketball coach. When they are not chasing kids and basketballs, they enjoy golfing, biking and serving at their church.
Lu Chandler
Lu Chandler serves as a Client Service Associate at First Mate Financial Advisors. She supports the financial advisors and provides exceptional service to our clients from scheduling meetings to satisfying account inquiries. She also manages client relationships while the financial advisors help our clients’ achieve their financial goals. Lu plans to pursue Series 6 and Series 63 certifications in the near future.
Lu is a Brigham Young University graduate and mother of two beautiful daughters. Beyond her academic achievements, she is active in her local church and serves as a National Photographer Specialist in Civil Air Patrol, where her interest in aviation finds expression. Alongside her commitment to community service, Lu has a passion for travel and photography, capturing moments from her diverse experiences.