Wealth of Insight
8 posts in
Ryan Dean
A native Memphian, Ryan Dean attended Christian Brothers High School and graduated in 2018. At CBHS, Ryan was the manager for the basketball team and played varsity golf. Being a Student Ambassador member and a part of the Spanish Honors Society, Ryan graduated with 1st Honors all four years. He then went on to study…
Jonathan McAlister, CFP®
As a financial planner, Jonathan brings nearly a decade of experience serving individuals, families, businesses and foundations to help them successfully create, grow and preserve wealth through custom-made investment portfolios and tailored wealth planning strategies. Prior to joining Kimery Wealth Management in 2020, Jonathan spent 2 ½ years at Legacy Wealth Management and nearly 6…
Madeline Zollinger
Prior to joining Kimery Wealth Management, Madeline spent over 8 years gaining experience in the areas of client relations, business to business development, and general office administration. Most recently, she worked as an account executive at Robert Half, a professional staffing firm, and focused on administrative and customer service roles. Her responsibilities included business development,…
Jay Esche
Mr. Esche has over 25 years’ experience working in the securities industry and operates as the Chief Compliance Officer for Kimery Wealth Management. He spent 16 of those years as a securities regulator with the State of Florida, Office of Financial Regulation (“OFR”). He began his working for OFR in August of 1990. Mr. Esche…
Rachel B. Kimery
Rachel Kimery is a native Memphian who attended Hutchison School until her graduation in 2018. She then moved to Oxford, MS, where she studied Marketing at The University of Mississippi. Rachel now focuses her time and creative efforts on her role as the Director of Social Media for Kimery Wealth Management. She is in charge…
Ron Behymer
Ron has more than 22 years of experience in the investment and financial services industry. Prior to joining Kimery Wealth Management as a Senior Investment Advisor in 2018, Ron spent nearly 10 years with Charles Schwab & Co. as a VP and Financial Consultant in their Memphis Branch Complex. He also spent over 12 years…
Matthew C. Heffington
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…
Kevin D. Kimery
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…
