THE WEALTH CONSERVANCY - Key Persons

Heidi is new to the financial planning profession and was excited to join The Wealth Conservancy and embark on a new career. In her role as an associate planner working alongside the financial planning and investment management teams, she quickly embraced the opportunity to work with clients in the planning and management of their assets. Both a nurturer and life-long learner by nature, Heidi's values align with the high-touch, personal approach that we provide here at The Wealth Conservancy. Her varied background and experience allow her to relate to clients at precisely the level that is needed to provide detailed and conscientious assistance with all aspects of client service. Heidi received her Bachelor of Arts in Political Science/Economics from the University of California, Berkeley, and spent several post-college years working in Switzerland for DuPont de Nemours. Upon returning to the States, she worked as a portfolio analyst in the commercial real estate sector for several years before returning to her alma mater for her MBA, which she completed in 2000. Swept up in the dotcom boom, Heidi then went to work at an internet startup called ZipRealty, in Emeryville, CA, where most of her 10-year tenure was spent as a Director of Marketing, focused on improving the consumer experience in home buying and selling through market research and a focus on customer experience. Heidi and her family relocated to Boulder, CO, for her husband's work in 2013. Excited to try something new while raising two daughters, Heidi welcomed the opportunity to co-found Salute Colorado, a nonprofit supporting the transition of military veterans into civilian careers. Heidi led the development and management of this organization for its first five years and continues to serve on its board. In her free time, Heidi loves being with her family, cooking, traveling, and hiking all over Boulder and beyond. Currently, though, much of that free time is spent studying for the CFP® certification!

Outside of work, Melissa is a busy mom of a young daughter and an active, adorable dog. She loves hiking and talking with friends, spending weekends in the mountains with her family, making jewelry, and cooking. She is endlessly curious about ways we can live in greater joy, wellbeing, and harmony with each other and the natural world around us.

Myra has been on this planet long enough to make her college and prior career work experience irrelevant (BS Chemical Engineer, Diamond Shamrock, Syntex Chemicals). She started The Wealth Conservancy in 1983, and has been steadfastly, consistently, determinedly, fiduciarily, dependably, honorably serving clients with integrity ever since. As an introvert, she's never comfortable talking about her "celebrity" status in the field of fee-only financial planning. The recognition she has received is not nearly as meaningful as the long-term relationships she has with her clients, several of whom have been with the firm since the ‘80s. As an intrepid defender of the underserved, her mostly inheritor clients get the treatment they deserve and the attention they want. The Wealth Conservancy is a safe place for those who have not worked for their financial resources, whether that be because they inherited their assets, receive them in a divorce, or have been widowed. What clients have in common is to preserve and control the assets they have received. People have started to ask if Myra has plans to retire. The answer is, "absolutely not!" She's having way too much fun serving clients, working with colleagues, and growing the firm. She has a vision of what an ideal family-of-affinity office could look like and is excited to build it and watch it function. Personally, Myra retreats to the foothills home she shares with her husband and dog. She gets great satisfaction from enjoying a simple life, cooking for friends, and reading beside the dog in the vista-filled window seat.