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M&A for RIAs
Built for success, together.
Discover an opportunity that aligns with your vision for
client service, team support, and expanded opportunities. Learn more about partnering with The Mather Group.
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Why TMG
Dedicated to elevating client value.
Together, we can build on what you've established. We’ll ensure your clients continue receiving the level of care they expect while expanding their access to industry-leading solutions. With TMG, you’re not just joining a firm—you’re amplifying your impact.
Training and mentorship
You’ll work closely with a dedicated wealth advisor mentor to help you get up to speed on how TMG works.
Career development
We offer clear career progression, comprehensive training, and leadership development opportunities for your employees.
Succession planning
We’ll ensure continued success and care for your clients and team members, so you can smoothly transition into what’s next—whether with TMG, or retirement.
Growth support
Take advantage of TMG’s extensive business development efforts, marketing channels, and custodial referral program.
Operational management
We take the heavy lift of billing, trading, reporting, HR, and compliance off your shoulders.
Enduring legacy
Capture the value you’ve built and solidify your legacy for business, clients, and employees.
Common questions
Discover what a

partnership can do.
Learn how The Mather Group supports seamless transitions, operational efficiencies, and enhanced client services—all while preserving your legacy.
A note from our CEO
What truly makes TMG exceptional is our comprehensive service model. We offer in-depth financial planning, as well as investment management, tax strategy and compliance, and estate planning.
Jennifer des Groseilliers
Chief Executive Officer
Our value prop
Why-powered
wealth management.
As a fiduciary, we simplify complex financial planning with an all-inclusive approach to investment, tax, and estate management, all for a transparent fee so our clients can focus on what truly matters.
Full-service wealth planners
Direct access to team of experts
Simple, transparent pricing
Nationwide presence
Our team
You don’t get one advisor.
You get The Mather Group.
We offer personalized service backed by specialized expertise. With a single point of contact, you gain access to a dedicated team of experts, ensuring the right advisor is always available to support you. Our all-inclusive approach simplifies complex financial planning, covering investment, tax, and estate management, so you can focus on what truly matters.
Meet our team
Leadership
Our leadership team is committed to delivering a client-first approach. With decades of experience, each leader brings specialized expertise, ensuring that our mission aligns with your financial goals.
Jennifer des Groseilliers
,
®
,
®
,
Chief Executive Officer

As the Chief Executive Officer of The Mather Group (TMG) Jen cultivates a collaborative culture through inclusive and supportive leadership. Her unwavering commitment to keeping clients at the center of all efforts drives her approach. With a deep understanding of the industry and her commitment to excellence, Jen prioritizes creating an environment where her team receives the support, guidance, and resources necessary to serve our clients with the highest Fiduciary standards. During her tenure as Chief Revenue Officer at TMG, Jen led a dynamic team, overseeing Business Development, Inside Sales, Wealth Advisors, Client Services, and Marketing, driving strategic growth and enhancing client engagement.

Her extensive professional experience includes Jen joining the MetLife Premier Client Group as a Managing Partner in 2013, leading an advisor force of over 160 financial advisors. She later became the CEO of MassMutual Illinois in 2016, and in 2020, after a merger with WestPoint Financial Group, she assumed the role of Partner and Chief Experience Officer, leading various departments including Investments, Compliance, Practice Development, and Financial Planning.

Jen is a cum laude graduate of the New England School of Law and received her Bachelor of Arts from the State University of New York Buffalo. She has achieved numerous life goals, finding her greatest success in helping others. A lawyer, award-winning financial service provider, wife, mother of three, and former Division 1 basketball captain, Jen is proud of motivating and inspiring others to succeed.

Ryan Wickert
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MBA
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,
MS
®
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Chief Financial Officer

As Chief Financial Officer, Ryan provides leadership and guidance on all financial matters, from budgeting, reporting, and modeling to compliance, controls, and audits. Ryan joined The Mather Group in November 2022 after spending the previous 12 years at Northern Trust in financial roles of increasing responsibility, most recently as Chief Financial Officer of Northern Trust Asset Management. His prior roles include serving as International Tax Manager at Komatsu America Corporation, Supervisor of Corporate Finance and Strategic Initiatives at Navistar, Internal Consultant at Walgreens, and International Financial Analyst at Comdisco. Ryan earned a BS in Accounting from Saint Xavier University, a MS in Accounting from the University of Illinois, and a Masters in Business Administration with concentrations in Strategy, International Business, Managerial Economics, and Organizational Behavior from Northwestern University’s Kellogg School of Management. He is also a board member emeritus and former Treasurer of the Naperville Area Humane Society.

Kristen Oziemkowski
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®
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®
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Chief Operations Officer

As Chief Operating Officer, Kristen focuses on firm operations, transition management, and strategic planning. She is responsible for overseeing day-to-day trading and operations, planning and execution of M&A transition efforts, and developing and improving business systems, processes, and technology. She identifies areas of internal control improvement and implements business changes to create operational efficiencies and mitigate risk. Kristen holds a BA in Economics from the University of Michigan. Prior to joining TMG, Kristen served as Vice President and Sr. Project Manager at Bank of America Merrill Lynch, where she managed business and regulatory initiatives and technologies for the bank’s Global Rates division.

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Jessica Cunnick
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®
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®
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Chief Talent Officer

As Chief Talent Officer, Jessica provides strategic leadership for human capital, human resources, and cultural objectives.  Jessica partners with TMG’s Executive Leadership Team to design and implement talent and people strategies, including but not limited to engagement, development, and diversity and inclusion initiatives.  Jessica joined TMG in October 2023, bringing over 15 years of human capital and leadership experience. Immediately prior to TMG, Jessica served as a Principal and Chief People Officer at Kovitz Investment Group Partners, overseeing the Human Resource function, and serving on the firm’s Executive Committee. She held previous roles in the fintech and manufacturing spaces.  Jessica earned a BA in Human Services, with a minor in Business Management from Millikin University and is currently pursuing a MS in Organizational Change and Learning from Northwestern University.

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Deana Lewis
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®
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®
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Senior Director, Marketing

With over 18 years of experience in the financial services industry, Deana brings a wealth of expertise in marketing and communications. As the Senior Director of Marketing, she spearheads all marketing initiatives and communication strategies, maintaining a steadfast focus on a client-centric approach.

Before joining TMG, Deana was Head of Client Experience at Moonstone Asset Management, where she enhanced client engagement. Previously, she was Head of US Intermediary Marketing at Northern Trust Asset Management, where she led strategic marketing initiatives and cultivated key relationships.

Outside of work, Deana is passionate about traveling, cooking, and spending quality time with her family. She is a proud mother of two and loves creating memorable experiences with them.

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Jeremy Enos
,
CFP
®
,
®
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Director, M&A and Corp Development

As a M&A and Corporate Development Director, Jeremy assists TMG’s Leadership Team and Board of Directors in further developing, shaping, and executing our growth strategy to build substantial value. He also supports our strategic growth initiatives by providing market and industry research and individual company analytical summaries. Immediately prior to TMG, Jeremy was an Investment Banking Associate with Uplift Partners. His previous experience includes roles as a Private Wealth Analyst with BMO Wealth Management, a Portfolio Counselor with Osborne Partners Capital Management, LLC., and an Investment/Financial Consultant with Fidelity Investments. He earned his Bachelor of Arts in Economics at California State University, Stanislaus, and a Master of Business Administration at The University of Chicago’s Booth School of Business. He also is a CERTIFIED FINANCIAL PLANNER™ professional.

Testimonials
We’ve been impressed with The Mather Group’s focus on streamlining workflows and automating certain processes, which can really enhance team collaboration, reduce errors and improve the client experience.
Tim Grout
Clear Perspectives Financial Planning, LLC.
Ready to see what we can do together?
Learn more about partnering with TMG. Fill out the form to connect with Jeremy Enos, our Director of M&A and Corporate Development.
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© 2025 The Mather Group. All Rights Reserved.
*TMG’s Estate Planning services are provided through unaffiliated licensed estate planning services and attorneys partnered with TMG. TMG does not provide legal advice.
*TMG does not have practicing estate planning attorneys or provide legal advice.
© 2024 The Mather Group. All Rights Reserved.