Jeremy Lott, CFP®, CEPA®
Partner, Trinity Strategic Wealth™
(918) 858-2820 | firstname.lastname@example.org
If you’re a business owner, no matter what stage you’re in, you should have a succession plan in place, because at some point, your business will change ownership, and you want it to be ready! Schedule a call by clicking here.
Jeremy Lott, CFP®, CEPA®, CERTIFIED FINANCIAL PLANNER™ professional, CERTIFIED EXIT PLANNING ADVISOR™ is a Partner who joined Trinity Strategic Wealth™ in 1999.
Jeremy is passionate about helping his retiree & entrepreneur clients have more clarity and confidence in accumulating & preserving their wealth, enjoying life to the fullest and leaving lasting legacies.
Having earned the Certified Exit Planning Advisor (CEPA) designation in 2021 from the Exit Planning Institute, Jeremy is part of an elite group of business advisers who are trained in aiding clients grow, preserve, and transfer business wealth by helping owners and their families successfully plan and execute ownership transition. He does this by leading a collaborative group of professionals in pre-liquidity planning and value acceleration for ownership groups of small to medium size businesses in the Tulsa area.
Are you aware that 50% of businesses don’t have a succession plan?* And that 50% of exits are not voluntary?** A well-developed and well-executed exit plan can mean the difference between “just getting by” and living the lifestyle you desire to live after you exit your business. Whether you intend to leave your business soon or stay involved forever, you need a plan to make your future a success. By utilizing an exit planning strategy, you can learn ways to increase your business’s marketability and value.
Jeremy 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 business owners & energy companies in the Tulsa community. He earned a Bachelor’s degree in Business Administration, majoring in Finance from Northeastern State University.
He has been married to his wife Carla for over 20 years. They are actively involved in serving and ministry at South Tulsa Baptist Church & enjoy spending time with their children, Carter and Abby and their dog Piper.
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*2010/11 PwC Family Business Survey
**Exit Planning Institute
Raymond James is not affiliated with any of the organizations above.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Jeffrey Small, CFP®
(918) 858-2790 | email@example.com
Jeffrey Small, CERTIFIED FINANCIAL PLANNER™ professional, joined the Trinity Strategic Wealth™ Team in 2018. He has been in the financial services industry for the last 19 years working with individuals and foundations in the areas of financial planning and asset allocation strategies. Jeffrey knows that every client has their own story and everyone’s financial journey is different. Through the financial planning process, he works to understand their needs, wants and vision to tailor a plan specifically for them.
Jeffrey earned a Bachelor of Science degree, majoring in Financial Planning and Counseling, from Purdue University. He is also a member of the Tulsa Estate Planning forum and is working toward earning his Accredited Estate Planner designation.
Jeffrey and his wife, Amber, enjoy spending time with their children Aiden and Mackenzie and are members of Harvard Avenue Christian Church.
Business Development Coordinator for Jeremy Lott, CFP®, CEPA®
(918) 858-2822 | firstname.lastname@example.org
Staci Fields is the Business Development Coordinator for Jeremy Lott, CFP®, CEPA®.
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.
Staci and her daughter Zoey attend First Church in Owasso. She enjoys spending time with her two daughters and two grandchildren.