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 for nearly 7 years.
My husband Bryan and I have navigated several life changes – the birth of 3 fabulous boys, the formation of SV CPA Services and WorthyNest®, a short stint living abroad in Spain, publishing Redefining Family Wealth, a cross-country move, and the launch of 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:
“I really want to retire early and be in a financial position where I don’t have to work full-time.”
“She handles the day-to-day cash flow, and I make big-picture investing decisions. Other than that, we don’t discuss money.”
“We’re so caught up in the here and now, it’s hard to plan strategically for the future.”
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 love guiding parents through a holistic financial planning process and inspiring them to achieve their unique goals.
Professional Designations
Certified Exit Planning Advisor (CEPA)
CERTIFIED FINANCIAL PLANNER™ Professional
Certified Public Accountant (CPA)
Affiliations
AICPA Personal Financial Planning (PFP)
American Institute of CPAs
Catholic Financial Planner Network
CFP Board
Fee Only Network
Financial Planning Association
FinCon
National Association of Personal Financial Advisors
XY Planning Network
Primary Location
119 S Main Street, Suite 200, St. Charles, MO 63301
The no-obligation intro meeting will determine if our expertise matches your needs and if it makes sense to engage in a long-term financial planning and investment management relationship.
Offers Investment Management
Yes
Offers Tax Preparation
Yes
About our Firm
At WorthyNest®, we know you want to make smart financial decisions. To do that, you need a holistic family financial plan that aligns with your values. The problem is that most financial planners only focus on wealth accumulation and don’t factor in your desire to make this world a better place. We believe values-driven financial planning should be enjoyable and easy. We understand how overwhelming it can feel, which is why we developed a proven 5-step planning process that helps clients just like you to build a brighter future for their families, their communities, and beyond.
Education
Saint Louis University
Awards and Honors
2018 AICPA Standing Ovation Award in Personal Financial Planning
2019 CPA Practice Advisor “40 Under 40 Honoree” in Accounting
2019 Saint Louis University School of Business Distinguished Young Alumni
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