Lessons from 20 Acquisitions: What Works—and What Doesn’t with Kristen Oziemkowski

Episode 088: This week, Kyle Van Pelt talks with Kristen Oziemkowski, COO at The Mather Group. With a background in economics, Kristen brings deep expertise in operational strategy, M&A integration, and organizational growth. Since joining TMG, she has led the firm through 20 successful acquisitions and helped build a values-driven, process-oriented culture.

Kyle and Kristen explore what sets TMG apart in the competitive world of wealth management. Kristen reveals how a team-based model, disciplined acquisition strategy, and robust internship pipeline have powered the firm’s consistent growth and five-year run on Barron’s Top 100 list. They also discuss the future of the industry—from data strategy and AI integration to attracting the next generation of advisors.

In this episode: