Michael 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.

Henry Tebben is a CFA® charterholder with 20 years of experience in the financial industry. He is the sole advisor at Veritas, a firm he has been associated with since 2015, and has also worked with Princor and Principal Life since 2004. Veritas is a boutique, fee-only registered investment adviser that primarily serves qualified retirement plans for corporations, not-for-profits, foundations, trusts, and municipalities, as well as individual clients. The firm employs a risk-aware, long-term investment approach emphasizing asset allocation, diversification, and a combination of active and passive strategies, and it offers services ranging from plan design to ongoing monitoring and manager oversight.

Sarah Rosas is a ChFC® affiliated with Kinetic Investment Management, Inc. She has been with Kinetic since 2025 and has experience in insurance and real estate as a licensed insurance agent and real estate broker. Prior to her current role, she held positions at Blu Realty, Precise Financial Solutions, and Global Teck Worldwide. Kinetic Investment Management is a registered investment adviser serving individuals, pension and profit-sharing plans, and business entities. The firm manages approximately $348 million in assets across about 1,250 client relationships and employs a mix of analytical methods with a primary long-term trading orientation.

Stafford Lawrence is a financial advisor at Flaharty Asset Management, LLC with seven years of industry experience. He holds the Series 66 designation and has worked previously at LPL Financial, Bank of America, and Merrill Lynch. Flaharty Asset Management is an independent advisory firm serving individuals, retirement plans, trusts, estates, and charitable organizations. The firm manages approximately $810 million for over 1,000 clients and employs a top-down, strategic asset allocation approach focused on major asset classes and sub-asset class tilts to tailor portfolios to client time horizons and risk tolerances.

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 63, 65, and 66 licenses and bringing 23 years of industry experience. He has worked at firms including Private Advisor Group, LPL Financial, Keller Williams Classic Group, and Doyle Wealth Management. Flaharty Asset Management is an independent advisory firm managing approximately $810 million for individuals, retirement plans, trusts, estates, and charitable organizations. The firm employs a top-down, strategic asset allocation approach focused on major asset classes and sub-asset class tilts, offering tailored investment programs and a wrap-fee program alongside separately managed accounts.