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Jeri Barrientos, 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 utilizing advanced estate and proactive tax reduction strategies. Jeri’s years of firsthand experience in her family’s multi-generational businesses provide 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 Jeri with the advanced tools, knowledge, and resources 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.
Jeri holds a Series 7, Series 63 and Series 65 securities registrations and is a licensed Life/Health Insurance agent.
View Jeri's FINRA Brokercheck Profile
Taylor is a relationship manager. As a Registered Assistant, he assists Jeri Barrientos with her clients along with aims to keep the office running in an organized and efficient manner.
Taylor graduated from Oklahoma State University with a Bachelor’s Degree in Management in 2013. He managed a UPS Store for four years out of college before becoming a Relationship Banker at Bank of Oklahoma. He was with BOK for four years, the last 18 months of which he spent in the Financial Crimes Department as a Suspicious Activity Analyst.
Taylor is also a proud new father to his daughter Eleanor Grace. In addition to spending time with his family, he enjoys playing music. He plays Bass Guitar, Guitar and Drums.
Taylor holds a Series 7 and Series 66 securities registrations and is a licensed Life/Health Insurance agent.
View Taylor's FINRA Brokercheck Profile
Jacob is the Service Assistant for First Mate. He works alongside the team in maintaining office operations and workflow, as well as focusing on the daily administrative tasks. He is responsible for first impressions, as he is the first and last person our clients will see when they are in the office, leaving a warm and lasting impression.
Jacob graduated from Oklahoma State University in 2019 with a bachelor’s degree in Political Science. He worked at Arvest Bank for two years after college, the last six months of which he worked as a Relationship Banker. During his time at the bank, he helped many customers with setting up and managing accounts.
Jacob is a newlywed and enjoys spending time with his wife and family. Away from the office Jacob enjoys cooking and hiking. He is also an Eagle Scout, assistant scoutmaster, and former Philmont staff.
Jacob is currently working on getting his securities registrations to better support the needs of our clients.