ABOUT DEB MEYER, CFP®, CPA, CEPA

My love for personal finance started young, even reading Money Magazine (for fun) in middle school. Nerdy, but true. When it was time to declare a major in college, I followed in my mother’s footsteps and chose accounting at Saint Louis University.

Deloitte Tax was my first full-time position out of college. I then shifted into wealth management and landed at Matter Family Office, serving families of significant financial wealth. 

With my husband Bryan’s support, I left the coveted 7-year wealth management position and started an accounting firm as a side hustle. I wanted to be there for our two young boys and experience the joys of parenthood firsthand.

We’ve navigated several life changes since – another son’s birth, the formation of WorthyNest®, a short stint living abroad in Spain, publishing Redefining Family Wealth, a cross-country move from Missouri to Florida, and the launch of the Beyond Budgets® podcast. Our family values played into every decision.

Fast forward to today. With 20 years of experience advising families on personal finance and entrepreneurship concerns, client commonalities emerge: 

“We’re so caught up in the here and now, it’s hard to plan strategically for the future.”

“She handles the day-to-day cash flow, and I make big picture investing decisions. Other than that, we don’t discuss money.”

“I really want to retire early and be in a financial position where I don’t have to work full-time.”

In these examples, you yearn to do something different. But that takes courage as you follow an unknown path. WorthyNest® was created with this tension in mind.

I help parents save diligently, invest thoughtfully, and steward wisely by creating a holistic family financial plan.

DEB’S PROFESSIONAL BIO

Deborah L. Meyer, CPA/PFS, CFP® and CEPA, is the award-winning author of Redefining Family Wealth, host of the Beyond Budgets® podcast, and founder of WorthyNest®, a fiduciary wealth management firm that guides parents through important financial decisions using a values-based approach.

Deb is a Kiplinger contributor and has been featured in The Wall Street Journal, Forbes, and CNN Business among other online publications and podcasts. She is a 2019 CPA Practice Advisor “40 Under 40 Honoree”, received the 2018 AICPA Standing Ovation Award, and is a member of several professional associations. Deb lives in Florida with her husband Bryan and three sons.

ABOUT NICHOLE GRAHAM, CFP®

Nichole joined WorthyNest® as an Associate Advisor in October 2023, bringing four years of experience in financial planning and investment management. Her passion for financial planning extends beyond the technical side and into the relationships she builds with client families.

Nichole earned her Certificate in Financial Planning from Boston University after completing undergraduate and graduate degrees at Worcester State University in Massachusetts. She is also heavily involved with the Financial Planning Association as the national Chair of the NexGen Gathering conference. 

No matter the coast, Nichole can be found photographing the sunset, enjoying the local food scene, staying active, or hogging the karaoke mic.

ABOUT JEFF CHAN

Jeff joined WorthyNest® as a Client Service Associate in January 2023 after a career in engineering. He most recently served as an account manager at Baker Hughes. Jeff assists small business clients with ongoing accounting and tax services.

He received a Financial Planning Certificate from the University of Texas-Austin and already passed the CFP® exam. Outside of the office, Jeff enjoys marathon running, traveling, and spending time with his fiance Brittany.

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