The Mather Group, LLC
Kristen Oziemkowski has a diverse work experience. Kristen currently serves as a Board Member at Fe League since October 2023. Prior to this, they had a long career with The Mather Group, LLC where they held various roles. Kristen started as a Senior Operations Analyst in April 2017 and worked their way up to become the Chief Operations Officer in January 2022. Kristen also served as the Senior Director - Business Solutions / Operations and Director of Operations in between.
Before joining The Mather Group, LLC, Kristen worked at Bank of America Merrill Lynch. Kristen joined in July 2008 as an Analyst and later became an Assistant Vice President - Project Manager before being promoted to Vice President roles in Project Management and as a Business Analyst.
In addition, Kristen Oziemkowski has experience in the field of coaching as they served as the Head Cheerleading Coach at DePaul University from September 2012 to May 2014.
Kristen Oziemkowski attended the University of Michigan from 2004 to 2008, graduating with a Bachelor's degree in Economics. Kristen has also obtained a Series 65 certification from NASAA.
The Mather Group, LLC
The Mather Group, LLC (TMG) is one of the fastest-growing independent, fee-only registered investment advisory firms in the country, offering comprehensive financial planning services with our clients’ best interests in mind. We find cost-effective investment strategies, and clients pay for our professional financial advice. TMG is a federally registered investment adviser with a fiduciary duty to our clients. That means we have a legal obligation to always act in their best interest. When clients choose TMG, we work to mitigate any potential conflicts of interest regarding how their money is managed and where their money is held. Our main concern is working to ensure the best interest of our clients is always met, while creating longevity in our relationships. Our financial professionals do not hold brokerage licenses, are not compensated by selling products, and do not earn commissions—which means we do not incentivize ourselves at our clients' expense. Our fees are always disclosed in our firm’s public disclosure documents, so there are no hidden fees. What we're doing differently is educating investors on what the fiduciary responsibility really means, at a time when it's more important than ever. Our services include: • Financial planning • Retirement planning • Tax planning • Estate planning • Investment management The Mather Group, LLC (TMG) is registered under the Investment Advisers Act of 1940 as a Registered Investment Adviser with the Securities and Exchange Commission (SEC). Registration as an investment adviser does not imply a certain level of skill or training. For a detailed discussion of TMG and its investment advisory services and fees, see the firm’s Form ADV on file with the SEC at www.adviserinfo.sec.gov, or on the firm’s website at www.themathergroup.com. The opinions expressed, and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.