Who We Are
President & CEO
As a Financial Advisor, Kevin seeks to help his clients and their families navigate the complexities of wealth while understanding their unique goals and challenges. Serving as the founding member of the firm, Kevin draws upon his extensive knowledge and more than 22 years of experience in the financial industry to design and implement customized wealth planning strategies and investment portfolios for his clients. He is often recognized for his superior service, and for seven consecutive years was named a Five Star Wealth Manager by Memphis magazine. Additionally, he holds honors from The American Registry, Wealth & Finance International and Barron’s.
Prior to joining Morgan Stanley in 2005, Kevin spent seven years in the Private Client Group of Goldman Sachs and three years at Merrill Lynch. He also served as president of Accuship, an information management company.
Kevin received his B.A. in business administration from the University of Memphis and an M.B.A. with a concentration in finance from Vanderbilt University. He remains active with Vanderbilt’s Alumni Board and the University of Memphis business school. In addition, Kevin is a former board member of the Memphis Botanic Garden, the Vanderbilt Graduate School of Business, the Exceptional Foundation of West Tennessee and the Memphis Zoo, as well as a former president of Hope House. Kevin’s current community involvement includes the New Memphis Institute, Carnival Memphis Board and The University of Memphis Fogelman College of Business’s Executive Board. He lives in Memphis with his wife, Sherri, and their four daughters: Elizabeth, Kathryn, Rachel and Margaret. In his free time, Kevin enjoys traveling, exercising and snow skiing.
Direct: (901) 291-5501
Senior Investment Advisor
Matthew specializes in working with family groups and institutional clients to create highly personalized strategic wealth plans designed to foster long-term financial sustainability and growth. Additionally, Matthew consults on corporate executive compensation, philanthropic planning and next-generation financial education.
Prior to joining the firm in 2014, Matthew spent five years with the Sharpe Group, a nonprofit consulting firm where he worked with nonprofits across the country in the areas of high net worth planned giving. Along with writing articles for the company’s monthly consulting periodical, Matthew managed the operations of a business unit that created, delivered and maintained proprietary web-based financial calculation modules. These modules provided an opportunity for nonprofit donors to collaborate with their advisory teams in navigating various sophisticated charitable gift plans.
Matthew received his B.S. in business administration from the University of Tennessee and holds an M.B.A. from the University of Memphis. He is an active volunteer with his church and with ALSAC, the fundraising arm of St. Jude Children’s Research Hospital’s executive team. In addition to his over 7 years working in the nonprofit industry, Matthew founded a charity event that benefits the Juvenile Diabetes Research Foundation. As a native Memphian, Matthew holds positions of leadership on multiple local charity boards and spends his time away from the office fly fishing, hunting and skiing.
Direct: (901) 291-5502
Chief Administrative Officer
Bailey works with clients to address their service needs and enhance client relationships. She has honed her skills through everyday communication with clients, confirming that their requests are met in a timely manner and mastering the group’s operations and procedures. She displays a strong commitment to service, always ensuring that clients are engaged, informed and treated with respect.
Prior to joining the firm in 2015, Bailey taught literature and writing in the Tipton County School District. She also worked for a short time at the Memphis Business Journal in the audience development department, where she established relationships with small businesses and executives in the local community.
Bailey received a B.S. in education with a minor in English from the University of Memphis. She is involved in her local church where she leads a Bible study group for high school–age girls, and she is in the process of becoming a volunteer with the Make-A-Wish Foundation. In addition, Bailey is a member of the Young Professionals of the American Cancer Society. She lives in Memphis with her husband, Luke, and enjoys traveling, kickboxing and painting.
Direct: (901) 291-5503
Interim Chief Investment Officer
Lauren’s duties include serving as the interim Chief Investment Officer (CIO) for Kimery Wealth Management. As interim CIO, her responsibilities are primarily focused on enhancing the firm’s investment due diligence efforts including portfolio construction, investment selection, and risk management. Additionally, she sits on the firm’s compliance committee and is focused on the on-going operational excellence of the firm.
Prior to joining Kimery Wealth Management, Lauren spent two and a half years as Director of Investments with a privately-owned RIA in Memphis.
She began her career as a Project Manager within Morgan Keegan’s Wealth Management Services department and advanced to a Senior Research Analyst role before becoming a Portfolio Manager for the Private Client Group’s $1.5 billion discretionary platform and a member of the firm’s Investment Committee. In addition to her experience in wealth management, Lauren has held roles as a Research Analyst with DiMeo Schneider & Associates, an institutional investment consulting firm based in Chicago, and as a Relationship Manager and Portfolio Specialist with Dimensional Fund Advisors in Austin, Texas. Lauren also maintains a private consulting business where she performs due diligence on boutique money managers and provides quantitative analysis to 3rd party research firms.
Lauren received her B.S. in Finance with a concentration in Mathematics from Lehigh University and MBA in Finance and Accounting from The University of Chicago Booth School of Business. She is a CFA charter holder and member of the CFA Society of Memphis.
Direct: (901) 291-5506
At Kimery Wealth Management, David oversees trading operations, fund manager evaluation and the team’s research efforts. He currently holds the Series 7 and 66 licenses.
David graduated from the University of Alabama Honors College with a B.S. in commerce and business administration and an M.A. in economics through the university’s four-year dual degree program. In addition, he was a services analyst of the University of Alabama Capital Management Group, participating in the school’s “Alabama Action” summer program where students aided in repairing a school and mentoring students affected by the Tuscaloosa tornados in 2011.
David was born in Atlanta, Georgia, grew up in Fairhope, Alabama, and currently lives in Memphis, Tennessee. He serves in a marketing capacity for The Phoenix Club where he works in support of The Boys and Girls Club of Greater Memphis. In his free time, David enjoys playing golf and snow skiing. An avid college football fan, David follows his alma mater the Alabama Crimson Tide and his father’s, the Naval Academy Midshipmen.
Direct: (901) 291-5505
Patti provides client service and helps develop new client relationships. She holds the Series 7 and 66 securities licenses.
Prior to joining the firm in 2015, Patti held a variety of positions in sales and marketing, including convention sales for the Opryland Hotel and marketing consulting for clients such as the Market Street Brewing Company, Memphis Brooks Museum of Art and the Memphis Zoo.
Patti graduated from the University of Alabama with degrees in Communications and English Literature. She is highly engaged in developing her skills as a writer, and is a founding member of Yocnapawtawpha Writer’s Group, as well as a participant in many writers’ workshops for fiction, nonfiction and screenwriting. In addition, she served on the Board of Directors for the Memphis Brooks Museum of Art for nine years, as well as the Advisory Board of the Memphis Zoo and fundraising committees for the Memphis Botanic Garden, Children’s Museum of Memphis, Palmer Home for Children and St. Jude Children’s Research Hospital.
Patti resides in Memphis with her two children. Outside the office, Patti tutors at-risk teens for P.U.R.E., enjoys reading historical nonfiction and exploring the Wolf River Greenway.
Direct: (901) 291-5504