Who We Are
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
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).
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.
David is joining Kimery Wealth Management as a Senior Investment Advisor from AIG’s Retirement Services group where he spent more than 15 years working with the teachers and educators of the Shelby County Municipal School District.
Prior to joining AIG, David served as a youth minister in Dallas, TX where his father pastored the Church. Additionally, he served as a youth minister in Slidell, LA. After leaving Slidell, he served as an Associate Pastor in Sherman, TX.
David did his undergraduate work at Christian Life College in Stockton, CA and today is actively involved in the Life Church of Memphis in Collierville. His passion in life is helping people become better stewards of their wealth and offering his investment knowledge to those in need. He is continuing his focus on his ability to serve his clients by working on the FCMT (Financial Coach Master Training) designation through Dave Ramsey Solutions.
David is a native of Dallas, TX. He grew up in Greensboro, North Carolina and currently resides in Olive Branch, MS. When David is not working with his clients, he likes to spend time snow skiing in Colorado and at the beach with his wife, Laryssa and two children: Camdyn and Chloe, and golden doodle Sadie.
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
Senior Financial Analyst
George leads the firm’s research efforts and is responsible for the due diligence, evaluation and selection criteria used to identify investment managers on behalf of the firm’s clients. Additionally, he supports the firm’s asset allocation efforts, trading operations, and is a member of the firm’s investment committee. Prior to joining the firm in 2018, George spent three years as a portfolio and fixed income analyst at FTN Financial and two years with the Stifel Fixed Income Capital Markets Group. He currently holds the Series 7, 52, and 63 licenses.
George graduated from Rhodes College with a B.A. in International Business. In addition, he attended the University of Antwerp and worked as an International Trade Associate at the U.S. Embassy in Brasilia, Brazil. He currently serves as an alumni advisor on the college’s Red and Black Society Executive Committee.
George is from Birmingham, Alabama and currently lives in East Memphis with his wife, Blair.
Direct: (901) 291-5514
Director of Strategic Initiatives
As the firm’s Director of Strategic Initiatives, Chris is tasked with developing, overseeing hand helping implement the various programs, initiatives and strategies that support the firms short and long term vision. Additionally, he will be co-heading the implementation of the client service experience.
Prior to joining Kimery Wealth Management in 2019, Chris worked alongside the CEO of a broker dealer/registered investment advisor, where he managed the firm’s portfolio accounting and client performance software. Additionally, Chris was tasked with helping developed and implemented strategies to recruit new advisors to that firm. Concurrently, Chris trained and maintained relationships with the firm’s advisors in utilizing the investing, performance and trading technology within their practices.
Prior to that, Chris was a portfolio manager for the Student Managed TVA Investment Portfolio and still engages with that group today. His responsibilities included managing the on-going analyzation of their holdings in the energy, telecommunications and information technology sectors.
Chris holds his B. S. in Business Administration with a Concentration in Finance from the University of Tennessee at Martin and holds the Series 7 and 63 licenses along with his insurance license.
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 to provide 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 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.