Jeremy Lott, CFP®, CEPA®, is a Partner who joined Trinity Strategic Wealth™ in 1999. He is a CERTIFIED FINANCIAL PLANNER™ professional, and a CERTIFIED EXIT PLANNING ADVISOR™.  

Jeremy is passionate about helping his retiree & entrepreneur clients have more clarity and confidence in accumulating and 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 transitions. 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.

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 and 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 and enjoy spending time with their children, Carter and Abby and their dog Piper.

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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.