Mini-cast 232: Jenn Krieger - an Acquisition, a Transition, and a Baby!

Bret Keisling is joined by Jennifer Krieger of Weaver [weaver.com] who shares about Weaver's acquisition of Columbia Financial Advisors, Inc., splitting her time between Oklahoma and Texas, and welcoming (with husband Sean) a baby girl on New Year's Day. Weaver's transaction with Columbia Financial Advisors, Inc. (CFAI), effective February 1, 2023, expands Weaver’s presence along the West Coast and continues the emergence of Valuation Services as a national practice. This deal also adds two partners, one managing director and seven other professionals to Weaver’s team. Founded in 1992 in Portland, Oregon, CFAI is a nationally recognized business valuation firm with a significant focus on Employee Stock Ownership Plan (ESOP)-owned companies. A link to the Weaver-CFAI press release along with a full transcript of this episode are available on our website at https://www.theesoppodcast.com/post/mini-cast-232-jenn-krieger-an-acquisition-a-transition-and-a-baby