CEO AND CCO
Stats and Fun Facts:
- Certified Public Accountant since 2005
- Certified Financial Planner™ since 2010
- Married to Bryan
- Mom to 3 awesome, energetic boys
- Eternal optimist, hoping to lead a life of significance
- Enjoys family time, reading, and fitness
- Lived in five states before starting 4th grade, but mostly grew up in Milwaukee
- Studied abroad in Madrid, Spain
Deb Meyer, a fee-only financial planner in greater Saint Louis, is founder of WorthyNest. Her professional mission is to educate and empower families about finance, and her expertise lies in helping family-minded entrepreneurs. She is a proud member of: XY Planning Network, NAPFA, the AICPA, Ellevate Network, and Brazen Power Growth Group. Deb is also a contributor to Kiplinger and Investopedia's Advisor Insights.
Professionally, Deb's career began in public accounting at big 4 firm Deloitte upon graduating from Saint Louis University. She assisted small business owners and families with tax compliance and consulting needs. Thereafter, Deb worked for nearly seven years at Matter Family Office, serving families of significant wealth in three main areas: family education and governance, investment planning, and wealth management. In 2013, she resigned from Matter Family Office to spend more time with family. Soon thereafter, Deb launched accounting firm SV CPA Services. For additional professional details, please view her LinkedIn profile. WorthyNest has been a labor of love, and she is so excited to be living out this calling!
Our single focus at WorthyNest is to empower and educate your family about finance. We walk alongside you through the challenging decisions, offering unbiased guidance to move you forward.
We partner with world-class institutions and associations to deliver ongoing, integrated financial planning advice that is customized to your family's needs.
want To find out more about WorthyNest?
SERVICES describes the ongoing financial planning and investment management offerings
WHO WE SERVE provides some typical client profiles
FAQ answers your other pressing questions
Still yearning for additional info? Look no further than the WN BLOG. Education and empowerment are critical, so Deb's heart and soul go into each self-published blog post.
Or reach out directly ... see the CONTACT page for details.