Bachelors of Science – Finance, Utah State University 1990

After working 24 years for a large national financial advisory firm, Scott became a founding partner of Navigate Private Wealth LLC in 2014. He is a Financial Advisor, Managing Principal and Chief Compliance Officer for the firm. He helped design our Risk Allocation portfolio management theory and serves on the Investment Committee.

Scott has been married to Lori for 40 years and has 4 children and 7 grandchildren. He’s an avid Aggie fan and enjoys a variety of outdoor sports such as golf, boating, flyfishing and skiing.

Designation:
Certified Financial Planner™, Chartered Retirement Planning Counselor

Education:
BS Finance, University of Utah, 2000

Hobbies:
Spending time with family, Waterskiing, Snow Skiing, Basketball, Golf and Tennis

Areas of Focus:
Financial Position, Tax Planning, Insurance Planning, Investment Planning, Retirement Planning, Estate Planning, Employment Transition

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Riley joined Navigate Private Wealth in 2014 and became a Senior Partner of the firm in January of 2022. Riley graduated from Utah Valley University with a Bachelors degree in Personal Financial Planning. He has spent nearly the last decade working with individuals and business owners navigate, and achieve their financial goals. His main areas of focus and expertise are comprehensive financial planning, retirement income strategies, estate planning strategies, risk management, portfolio management and tax planning.

Riley is a husband and father of three children. In his spare time, Riley enjoys spending time with his family by participating in his kids sporting and educational pursuits, being in the outdoors where they enjoy camping and hiking together as well as trying to improve his golf game.

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Steven is a Certified Financial Planner™ and a Chartered Financial Consultant. He has over 40 years of experience as a financial advisor. His passion is helping clients achieve their goals and live the retirement lifestyle they worked hard to achieve. When not in the office Steve enjoys golfing, traveling and being in the out doors.

Jared graduated from California State University San Marcos with a degree in Business Administration/Accounting. Since graduating, he has gained 19 years of experience in tax accounting working as a licensed CPA in California and Utah.

His extensive experience covers a wide range of industries including retail and online sales, commercial and residential real estate, professional athletics, multi-state businesses and individuals, professional services, manufacturing and health care.

In 2021, Jared began his own practice with a mission focused on bringing modern conveniences to his clients’ accounting, business and tax preparation needs, allowing his clients to maximize growth and operate most efficiently. Jared loves both participating in and spectating sports. He has a great passion for the games of basketball and football, especially as a coach for youth teams. His greatest accomplishment in life thus far is being a husband and father of 4 beautiful children.

Finn is a high school graduate out of El Camino High School (Oceanside, CA) who currently attends Penn State New Kensington with an expected major in supply chain management. Alongside his studies and working for Eccles and Associates, Finn plays soccer for his school earning 1st Team All-Conference and 2nd Team All-American during his freshman season.

Outside of work, Finn loves to surf, play soccer, and spend time with friends and loved ones. Finn enjoys being outside to explore nature and take pictures of the scenery around him. When in nature, Finn enjoys overlanding, camping, and off-road driving. Finn also enjoys watching motorsports and playing their corresponding videogames.

Melissa graduated from FCC Fashion and Design School with an Associate of Arts degree in Merchandising and Design. Melissa has completed additional business and accounting courses from Mira Costa College, and works as a certified yoga instructor. Melissa ran operations for a jewelry designer, where she developed her love for accounting. She has 20 years of experience with quickbooks. In addition, she has accounting experience in wholesale, manufacturing, retail, construction, and financial planning.

Melissa loves to have her toes in the sand on a warm sunny beach. She loves spending time with her husband and two children, riding bikes to the beach, and watching her boys play soccer. She also loves yoga, especially when she gets to teach. She is active in her community and loves volunteering to help others.

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Alex has been working at Navigate Private Wealth for the last decade as an analyst and financial planner. He is currently studying at the American College of Financial Services to get his Chartered Financial Consultant (ChFC) designation and then his Series 65 license.

When he isn’t working Alex is in a local bowling league, helping his team with the championship this past season. Away from the lanes he enjoys spending time at Bear Lake boating with family and fishing on the surrounding rivers.

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As a Certified Financial Planner™, Spencer works directly with clients to create and maintain customized financial plans that address all aspects of a healthy financial life including investments, tax planning, risk management, retirement, employee benefits and estate planning.

Spencer has spent his entire career in the financial services industry. He joined our Layton, UT office in 2017 following a successful business exit in the FinTech space.

Away from work, Spencer is a textbook family man. Spending time with his wife, Whitney, and two children is truly what makes him happiest. When he’s not driving carpool he can be found fly fishing, skiing, camping, cheering for Real Salt Lake, or dreaming of an (eventual) getaway to see the northern lights.

CLICK HERE to schedule an introductory call with Spencer.

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Jamie joined Jared Eccles’ practice in January 2024. A graduate of Westminster University’s paralegal program, Jamie has worked both in the legal field and small business administration throughout her career. Currently, her focus is on administering bookkeeping services for several accounting clients and providing monthly financial reporting, general ledger entries, and recording of payments and adjustments. It is a significant priority to Jamie to provide all services in an extremely detail-oriented and highly accurate manner.

Jamie and her husband enjoy camping, fishing, and playing games. They especially cherish the time spent with their two adult children, as well as their significant others, grandbaby, and granddogs! Her favorite quote is: “There are three ways to ultimate success: The first way is to be kind. The second way is to be kind. The third way is to be kind.” – Mister Rogers.

Casey graduated in 2005 from California State University San Marcos with a Bachelors of Science degree in Human Development. Prior to joining her husband at the CPA firm, she assisted in the management of both legal and dental offices.

When she isn't with Jared in the office, you can find Casey spending time with her 4 children, either on the football field or at a dance competition. She loves the fresh outside air with favorite activities being water skiing, hiking, running, and enjoying the sun at the beach.

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Halle is currently studying accounting at Utah Valley University and will graduate in December 2024 with her bachelor’s degree. She plans to further her education by getting her Master’s of Accountancy and becoming a CPA. In 2024, Halle begins her third year as a Tax Associate with Navigate CPA.

In her free time, Halle enjoys camping and off-roading with her family. Otherwise she is found spending time and money on concerts and vacations.

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Kailey graduated from BYU in 2023 with a Bachelor of Arts in English. While studying for her degree, she worked as a tax associate and interned as an editor for two companies. Determined to pursue finance upon graduation, she began volunteering as the treasurer for a non-profit organization. In 2024, she began her third year of work as a Tax Associate with Navigate CPA.

Outside of work, Kailey has many hobbies—including painting, reading, and yoga—but she has recently found a passion for hiking. After weekly climbs last summer, her goal next season is to climb Mt. Timpanogos.

Charity R. Johnson is an experienced and well-versed Client Services Manager at Navigate Private Wealth. For almost a decade, Charity has brought her outstanding organization and communication skills to the team while focusing on the clients. Her previous roles were account executives for Loomis and Cricket, including taking a hiatus to raise her 4 children. When Charity is not delivering a consistent and professional experience to our clients, she loves hiking with her family, being a dog mom and an adventurous foodie.

Wendy joined Navigate Private Wealth in 2022.

With a Bachelor of Science degree in Business Economics from Weber State University, Kim works as a paraplanner and administrative assistant in a support capacity for Mark Burgon – who provides transparent fee-only, no commission, asset management and financial planning services.

Kim is passionate about personal finance and the value of being financially fit. Kim is dedicated to making a comprehensive, actionable financial plan which enables clients to make financial decisions with confidence. Kim is a firm believer in continuous growth and thrives on a challenge that is mentally engaging and purpose filled.

A focused mom to 3 kids that loves to execute, Kim spends her spare time on home improvement, volunteering, the outdoors, art and Arduino. Kim is confident she can learn to do anything–except keep houseplants alive.

Stephen graduated from BYU in 2017 with an Economics Major and Business Minor. His first job was at Charles Schwab in Austin TX, where he obtained the Series 7 and Series 66 licenses.

In 2018 Stephen joined Navigate Private Wealth as a Financial Advisor. He loves meeting with his clients and helping them find creative solutions to take control of their financial lives.

Stephen sits on the investment committee at Navigate Private Wealth and is passionate about helping Navigate provide the best investment solutions possible to our clients.

Outside of work Stephen loves spending time with his wife and two kids. He enjoys, fly fishing, skiing, boating, and Texas Longhorn football.

Emma has been working as a Tax Associate for three years and is currently finishing her AS in Business. She has found a great appreciation for working in the tax field and hopes to continue working in this field and ultimately become a CPA.

When she’s not in the office or studying you can find her crocheting, reading, or hiking with her friends.

Susan graduated from LDS Business College (now Ensign College) as a Certified Executive Secretary. Prior to her coming onboard with D. Scott Bunnell in 2007, she had worked for both Senator Orrin B. Hatch and State Auditor W. Val Oveson, where she once even took dictation from then Utah Governor Scott M. Matheson. She also did medical transcription for many years and taught piano.

Susan absolutely loves spending time with her husband, four children, eight bonus children, and the grandkids. She also enjoys boating, gardening, playing piano, organizing, learning and creating new things, and serving others. Her favorite saying is “The main thing is to keep the main thing the main thing,” by Stephen R. Covey.