Jeremy Lott, CFP®
(918) 858-2820 | firstname.lastname@example.org
Jeremy Lott, CERTIFIED FINANCIAL PLANNER™, is a Partner who joined Tulsa Wealth Advisors in 1999. Jeremy is passionate about helping his clients have more clarity and confidence in accumulating & preserving their wealth, enjoying life to the fullest and leaving lasting legacies.
Based on his community involvement and business growth, Jeremy was named to the Tulsa Business Journal’s 40 under 40 class of 2010. He serves on the board of the Northeast Oklahoma Fellowship of Christian Athletes, is a graduate of Leadership Tulsa Class 48, and is a past chairman of the Bixby Metro Chamber of Commerce. He is also active in the non-profit business organization, Faith in Business Series.
Jeremy teaches several educational workshops each year for energy companies in the Tulsa community. Jeremy earned a Bachelor’s degree in Business Administration, majoring in Finance from Northeastern State University.
He and his wife, Carla, are actively involved in local missions and ministry at Life Church in Bixby. They enjoy spending time with their children, Carter and Abby.
Andrew Steinmetz, MBA
918-858-2810 | email@example.com
Andy Steinmetz, MBA is a Financial Advisor who joined Tulsa Wealth Advisors in 2015. He works to create and implement comprehensive financial planning strategies which allow clients to have more clarity and confidence about their future. He also conducts ongoing Progress Sessions with clients to help them stay on track in meeting their life & financial goals.
Andy holds a Master of Business Administration degree in Finance from Oklahoma Wesleyan University along with a Bachelor of Business Administration degree in Finance from the University of Central Arkansas. Andy and his wife Hailey attend Church on the Move in Tulsa and enjoy outdoor activities, exercising, attending sporting events, mission trips, and various volunteer activities.
Executive Assistant to Jeremy Lott
(918) 858-2822 | firstname.lastname@example.org
Staci Fields is the Executive Assistant to Jeremy Lott. She coordinates his calendar, assists with daily activities, client service requests, and prepares reports for ongoing client progress sessions.
Staci earned a Bachelor’s degree in Business Administration from Northeastern State University. She has two daughters and one granddaughter that she enjoys spending time with.