The Facilitator

Melissa Hoyer, CFP^®, PCC^™

Melissa is a Financial Advisor and Life Coach at The Wealth Conservancy. Drawing from 20 years of experience, Melissa works with inheritors who have complex financial circumstances and are fed up with being overwhelmed or unsure of what they have. Through regular coaching and education sessions, clients develop knowledge and confidence in their financial life, gain respect from family members and other advisors, and are freed up to pursue more meaningful life endeavors. Melissa helps clients learn about what resources they have, what they can influence in their own planning, and understand their purpose. The coaching process seeks to empower clients to discover how their resources can support them and their meaningful pursuits.

Melissa received her Certified Financial Planner designation in 2005, a Certified Professional Co-Active Coach designation in 2012, and a Professional Certified Coach (PCC) designation with the International Coaches Federation in 2021.