Who We Are
Kimery Wealth Management is a privately-owned investment advisory practice that specializes in family wealth advising and institutional consulting for individuals, family groups and nonprofits.
We create highly personalized financial strategies that are designed to preserve and grow your wealth conservatively over time. We deliver comprehensive insights and relevant expertise as we provide sophisticated investment strategies that match your most intricate goals and needs.
How it Works
We begin our introductions with a discovery process, and our due diligence goes well beyond numbers. We want to know your preferences, your aspirations, and, most importantly, understand your core financial concerns. This includes not only the quantitative but also your emotional and behavioral considerations.
Through application of the principles of behavioral finance, the information we uncover during discovery will also allow us to decipher your individual challenges. Through consistent education, outreach and proactive coaching, we’ll help you optimize financial behaviors while also broadening perspective, ensuring that volatility and disruptive events do not distract from your long-term plans.
We are equally inquisitive and thorough in vetting the asset classes where we allocate your assets, always putting quality and consistency as the primary indicator. We are fundamentally agnostic to the vehicle with which we access any specific asset class. While we are always focused on finding investment opportunities that can out perform, downside consideration is an integral piece of how we guide you through wealth preservation.
Our qualitative approach to investing is balanced with quantitative rigor through institutional-quality research, data and trend analysis and investment analytics.
Kevin D. Kimery
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
Matthew C. Heffington
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
Senior Investment Advisor
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).
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 years at Shoemaker Financial, where 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 crises. 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 college football, providing pro-bono financial planning services for families affected by cancer, traveling and spending time with his family.
Chief Compliance Officer
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 was promoted to the position of Area Financial Manager of the securities examination staff located in OFR’s West Palm Beach field office in October of 1997. After serving as OFR’s Area Financial Manager, Mr. Esche wanted to pursue a consulting career and was hired by Capital Markets Compliance®, LLC. (“CMC”) as a Senior Associate Consultant in December of 2006. Mr. Esche also served as the Chairman of CMC’s Written Supervisory Procedures (“WSP”) Committee. In this role he was responsible for supervising the process of keeping the firm’s BD and IA WSP up-to-date based on FINRA, SEC, MSRB, FinCEN, and NASAA releases of new rules and interpretations.
Currently Mr. Esche resides in the Metropolitan Atlanta area. He is married and has one son. Mr. Esche is originally from Florida and graduated from the University of Florida in June 1982.
Direct: (706) 974-7979
Executive Assistant to the CEO
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, client retention, and providing exceptional service to her clients.
As the Executive Assistant to the CEO, Madeline will support Kevin as well as the rest of the firm in ensuring every client of the firm has a positive and productive experience.
Madeline is a Memphis native and attended the University of Memphis where she was an active member of the Kappa Delta Sorority. In her spare time, she enjoys spending time with her daughter, Nora.
Rachel B. Kimery
Director of Social Media / Client Service Associate
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 of maintaining the firm’s media platforms presence. Rachel creates and builds the content presented on our pages while researching and discovering the best media to put out that benefits our clients and followers. Additionally, Rachel serves the firm in a client service capacity. She works alongside the operations team to ensure all client requests and interactions are taken care of expediently and professionally. Rachel is a former volleyball athlete for her alma mater and Memphis Metro for 10 years; and enjoys coaching in her free time. She also likes to travel, spend time with her family and friends, and give back to the community by being a Green Dot Public Schools social media ambassador.
Junior Financial Analyst
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 Finance and Marketing Management at the University of Memphis. He graduated in 2021 as the Fogelman College of Business & Economics’ Student Marshal (College’s Highest GPA) with Honors and Summa Cum Laude distinction. Ryan joins Kimery Wealth Management as a Junior Financial Analyst. He helps create financial plans and the execution of their strategies. Ryan enjoys watching his favorite sports teams, playing golf, and spending time with his family and friends.