Senior Investment Advisor
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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 in the Institutional Investment Consulting and Hedge Fund fields with Fund Evaluation Group in Cincinnati and Consulting Services Group and Centennial Partners here in Memphis.
Ron guides individuals and families in all aspects of their investment, estate, and financial planning needs. He also utilizes his experience from the institutional investment consulting world to counsel endowment and foundation board members in designing prudent investment portfolios, policies, and governance guidelines for their organization.
Ron attended Miami University in Ohio, completed an executive management program at the University of Wisconsin and has his Accredited Asset Management Specialist designation (AAMS®) through the College for Financial Planning (CFP®). He is an active partner of Life Church in Cordova, a member of the Economic Club of Memphis, and a board member of Golden Cross Senior Ministries.
He lives with his wife, Stephanie, in Memphis and has 3 children; Nicholas (University of Memphis), Aaron (University of Memphis), and Olivia (Arlington High School).