Who We Are
Our Team
Kevin D. Kimery
Founder / 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. 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 and investment portfolios tailored to his clients’ needs. He is often recognized for his superior service and has been named a Five-Star Wealth Manager by Memphis magazine for eight consecutive years. Additionally, he holds honors from The American Registry, Wealth & Finance International, and Barron’s.
Before 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, the Carnival Memphis Board, and the University of Memphis Fogelman College of Business’s Executive Board.
In 2024, Kevin served as King of Carnival Memphis, a role that reflects his deep commitment to the city and its traditions. He and his wife, Sherri, live in Memphis and are the proud parents of four daughters: Elizabeth and her husband, Andrew, Kathryn, Rachel, and Margaret. Kevin is also a proud grandfather to his two grandchildren, Macon and Will. Beyond his professional achievements, he treasures time with his family and enjoys traveling, exercising, and skiing — always striving to balance hard work, family, and fun.
Matthew C. Heffington
Senior Investment Advisor
Partner
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 firm where he worked with nonprofits across the country in 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 allowed nonprofit donors to collaborate with their advisory teams to navigate 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 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.
Ron Behymer
Senior Investment Advisor
Ron has more than 25 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, working with Fund Evaluation Group in Cincinnati and Consulting Services Group and Centennial Partners in Memphis.
Ron guides individuals and families in all aspects of their investment, estate, and financial planning needs. He also leverages his experience from the institutional investment consulting world to counsel endowment and foundation board members on designing prudent investment portfolios, policies, and governance guidelines for their organizations.
Ron attended Miami University in Ohio and completed an executive management program at the University of Wisconsin. He holds the Accredited Asset Management Specialist (AAMS®) designation 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 three children: Nicholas, Aaron, and Olivia.
Jonathan McAlister, CFP®
Financial Planner
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 at Shoemaker Financial, where he was a member of the firm’s Field Council. Additionally, while at Shoemaker Financial, he served as a mentor and trainer for new advisors as well as a financial planner.
Jonathan received his B.B.A with a major in risk management, insurance, and financial planning from Mississippi State University. While an active student, he bought, grew, and successfully exited a small consumer goods business in Starkville, MS, during the financial crisis. He remains active in the Mississippi State community, having previously served as vice president, president, and chairman of Mississippi State University’s Memphis Maroon Club. In 2013, he received the Outstanding Young Alumnus award for his work with the Memphis Maroon Club. He is a regular speaker at Mississippi State University College of Veterinary Medicine and has spoken at multiple other colleges and national conferences on financial planning and investment management. Jonathan is a CERTIFIED FINANCIAL PLANNER™ professional and practices as a fee-only fiduciary. Jonathan also works with the Community Foundation of Greater Memphis, serving as a member of their Advisory Team for GiVE 365.
He and his wife, Shellye, are native Memphians and live in Germantown with their daughter, Elouise, and two goldendoodles, Bear and Maui. When he is not working with clients, he enjoys attending college football games, providing pro bono financial planning services to families affected by cancer, traveling, and spending time with his family.
Rachel B. Kimery
Director of Marketing and Communications
Client Service Associate
Rachel is a native Memphian and proud Hutchison School alumna, graduating in 2018 before attending the University of Mississippi, where she studied Marketing. She now serves as Director of Marketing and Communications at Kimery Wealth Management, where she leads the firm’s brand voice, digital presence, and communication strategy.
In her role, Rachel creates and curates the firm’s content, manages media platforms, and ensures that all internal and external communications reflect the firm’s mission, culture, and goals. She partners closely with the operations team to support client service needs, bringing a professional, responsive, and detail-driven approach to every interaction.
Rachel’s leadership and community involvement have earned her recognition as one of the 2025 Women We Admire in Memphis. She is also a graduate of the Dale Carnegie program, a New Memphis Embark alumna, and has served as a Green Dot Public Schools social media ambassador. Passionate about mentorship and athletics, Rachel gives back to her alma mater as the Head Junior Varsity and Assistant Varsity Volleyball Coach at Hutchison School.
Outside of work, Rachel enjoys traveling, spending time with family and friends, and finding ways to make a positive impact both personally and professionally. She brings creativity, energy, and a strong sense of purpose to every role she takes on.
Taylor Nobriga
Senior Investment Analyst
Taylor serves as a Senior Investment Analyst at Kimery Wealth Management. She is a member of the firm’s investment committee, overseeing the implementation and development of investment strategies and technology solutions for both individual and institutional clients. Taylor is also responsible for monitoring the due diligence process and procedures for new and existing investments.
Before joining the firm, she worked as an Investment Analyst at B. Riley Wealth Management. With over 10 years of experience in the financial services industry, Taylor brings extensive expertise in portfolio strategy and investment research. She earned her B.B.A. in Banking and Finance from the University of Mississippi and holds Series 7 and 66 licenses.
A native Texan, Taylor now calls Memphis home. She enjoys spending time with her husband, daughter, and friends, as well as traveling, exercising, and learning new languages. She is also an active member of the Alpha Mu Alumni Association.
Ryan Dean
Financial Analyst
Ryan serves as a Financial Analyst at Kimery Wealth Management. In his role, he supports the development of financial plans and assists in executing strategies designed to meet client goals. Ryan also holds his Series 65 license.
A native Memphian, Ryan attended Christian Brothers High School, where he was actively involved as the basketball team manager, a varsity golf player, a Student Ambassador, and a member of the Spanish Honors Society. He graduated with First Honors all four years before continuing his education at the University of Memphis. There, he studied Finance and Marketing Management, graduating in 2021 as the Fogelman College of Business & Economics’ Student Marshal (awarded to the top graduate with the highest GPA), with Honors and Summa Cum Laude distinction.
Outside of work, Ryan enjoys watching sports, playing golf, and spending time with his family and friends.
