Wealth of Insight
3 posts in
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. Before joining Kimery Wealth Management in 2020, Jonathan spent 2 ½ years at Legacy Wealth Management and nearly 6 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. Before joining the firm in 2014, Matthew spent five years with the Sharpe Group, a nonprofit consulting…
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. As the founding member of the firm, Kevin leverages his extensive knowledge and over 30 years of experience in the financial industry to design and implement customized wealth planning strategies…
