A Message from WorthyNest® Founder Deb Meyer

My passion for personal finance began long before a career title. I enjoyed flipping through Money Magazine as a middle schooler. Nerdy? Sure. But it planted the seed for what would become my lifelong calling.

When it came time to choose a college major, I followed in my mom Jan’s footsteps and graduated Summa Cum Laude with an accounting degree from Saint Louis University. After launching a career at Deloitte Tax, I transitioned into wealth management and spent seven years at Matter Family Office. Those early experiences taught me that managing money isn’t just about numbers … it’s about values, vision, and creating a life that aligns with what matters most.

My husband Bryan and I have navigated several major milestones over our 18 years of marriage: parenting three growing boys, living abroad in Spain for three months, cross-country moves, and an extended road trip. I’ve also had the privilege of pursuing meaningful professional endeavors, including launching WorthyNest® in 2016, writing Redefining Family Wealth, and hosting the Beyond Budgets® podcast. These adventures have given me a deep appreciation for the complexity of family life and financial decision-making.

Do These Challenges Sound Familiar?

• “I dream of retiring early but worry if we’re financially ready to take that leap.”

• “We don’t talk about money much; one of us handles the day-to-day while the other focuses on big-picture investing.”

• “With everything happening right now, it’s hard to find time to think about the future.”

If any of these resonate with you, you’re not alone. Managing finances while juggling family priorities isn’t easy, especially when life feels so full. That’s why WorthyNest® was created: to give parents like you the tools, clarity, and confidence to make financial decisions that align with your values and goals.

Why Work With Us?

With over 20 years of experience advising families, WorthyNest® specializes in helping Catholic and Christian parents navigate life’s financial complexities. As fiduciary, fee-only wealth advisors, we offer holistic guidance. We address everything from cash flow and retirement planning to investment management and charitable giving strategies.

But financial planning isn’t just about spreadsheets and numbers; it’s deeply personal. It’s about understanding your unique story, values, and aspirations. Our mission is to co-create a roadmap that balances today’s needs with tomorrow’s dreams.

Want to hear how clients have benefited from our services? Scroll to the bottom of Deb Meyer’s Wealthtender profile.

Ready to take the next step? Click here to schedule a complimentary initial meeting.

DEB MEYER

Deborah L. Meyer, CFP®, CPA, CEPA, is the founder of WorthyNest®, a boutique wealth management firm specializing in values-driven financial planning and investment management for Christian parents. With over 20 years of experience, Deb helps families align their finances with faith and other long-term goals.

She’s the award-winning author of Redefining Family Wealth, host of the Beyond Budgets® podcast, and has been featured in Kiplinger, The Wall Street Journal, Forbes, and CNN Business. Deb received the CPA Practice Advisor “40 Under 40” and the AICPA Standing Ovation Awards.

When not working, you’ll often find Deb cheering at her boys’ soccer games, enjoying the outdoors, or planning the next family adventure.

KATHLEEN LENZENHUBER

Kathleen brings a strong foundation in accounting and a heart for service. Starting her career at regional public accounting firm RubinBrown, she provided audit services to both businesses and nonprofit organizations.

Kathleen has remained deeply engaged in community service during her intentional hiatus to raise kids, serving as Secretary of the Finance Council at Saint Joseph Cottleville since 2016.

At WorthyNest®, Kathleen supports small business financials and day-to-day client operations. Her pleasant disposition, strong organizational skills, and values-driven mindset make her a natural fit for our mission of helping families align their finances with faith and long-term goals.

Kathleen holds a Master of Science in Accountancy from the University of Notre Dame and a Bachelor of Science in Business Administration (Summa Cum Laude) from Saint Louis University. She lives in Saint Charles, Missouri, with her husband Matt and four wonderful children.