Michael David Presley

As a faith-filled parent, you want to make smart financial decisions that reflect your values, honor your priorities, and provide a secure foundation for your family. At WorthyNest®, I help parents like you bring clarity and confidence to finances so you can focus on what matters most. My love for personal finance started early—I was a middle schooler flipping through Money Magazine for fun. That passion led me to earn an accounting degree from Saint Louis University and spend years working with families at Deloitte Tax and Matter Family Office before founding WorthyNest®. Professionally, I’ve also written Redefining Family Wealth and launched the Beyond Budgets® podcast to help others approach financial stewardship with intention. On a personal level, my husband Bryan and I are raising three boys, which means I deeply understand the balancing act parents face when managing family life and finances. With over 20 years of experience, I specialize in helping parents like you align your finances with values through holistic financial planning and investing. Together, we’ll create a plan to meet today’s challenges while building a brighter future for your family.

Stafford Lawrence is a financial advisor at Flaharty Asset Management, LLC in Punta Gorda, FL, holding a Series 66 designation with eight years of industry experience. His prior roles include positions at Modern Wealth Management, LLC, LPL Financial, Bank of America, N.A., and Merrill. Flaharty Asset Management serves individual investors, high net worth clients, retirement plans, and institutions through a team of ten advisors managing approximately $901.6 million. The firm employs a top-down, strategic asset-allocation approach tailored to clients’ time horizons and risk tolerances, utilizing a broad range of investment instruments and offering services including discretionary portfolio management, financial planning, and retirement plan consulting.

David Wattles is a financial advisor with Amerity Wealth Management, LLC in Fort Myers, FL, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior roles include positions at Alexander Peter Wealth Management and Beacon Global Advisor Network, and he operated UK Pension Consultants from 2015 to 2017. Amerity Wealth Management is a multi-advisor registered investment adviser serving individual clients, businesses, trusts, and plan sponsors. The firm offers discretionary asset management and specialized services, including UK expatriate pension transfers, using a range of investment vehicles and coordinating multiple custodians and co-advisors to deliver tailored strategies.

Mathew Lepak is a financial advisor with Flaharty Asset Management, LLC, holding Series 66, Series 65, and Series 63 licenses and bringing 23 years of industry experience. He has worked at several firms including LPL Financial, Keller Williams Classic Group, and Mutual Securities, Inc. Flaharty Asset Management is a 10-advisor team managing approximately $901.6 million for about 1,100 clients, serving individual investors, high net worth clients, retirement plans, and institutions. The firm employs a top-down, strategic asset-allocation approach tailored to client time horizons and risk tolerances and offers services such as discretionary portfolio management, financial planning, and retirement plan consulting.

Shannon Yarbrough is a financial advisor at Paragon Capital Management LLC with 14 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations. Prior to joining Paragon in 2020, she spent six years at Frontier Wealth Management LLC. Paragon Capital Management serves individual and high-net-worth clients, as well as foundations, trusts, and estates, providing discretionary portfolio management alongside integrated financial planning, retirement strategy, asset allocation, and estate-planning support. The firm emphasizes fundamental analysis and employs a diversified investment approach that includes equities, ETFs, fixed income, structured products, and alternative strategies.

Dawn Van Dyck is a financial advisor at MissionSquare Retirement with 21 years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at ICMA-RC Services, Edward Jones, SWBC Retirement Plan Services, and Farmer & Betts. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, with investment advice and model portfolios developed by Morningstar Investment Management.