First Mate Financial Advisors, LLC

Description

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 and her husband, Tomas Barrientos, have two children.

A very important subset of estate planning is Business Succession Planning. Do you have the proper documents and plan in place if you become disabled or die? Oftentimes, we see businesses that have its buy/sell agreement in place but do not have the buy/sell agreement funded or updated.

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