Logan, Utah Office

506 W. 100 S.
Providence, UT 84332

Phone: (435) 787-7102

Fax: (385) 420-7452

Melissa Bunce

Melissa Bunce

Client Relationship Associate

Logan, Utah

  • Melissa supports clients and advisors through thoughtful service, operational coordination, and careful attention to detail. She focuses on creating organized, accurate solutions that contribute to a smooth and responsive client experience.

  • She brings more than nine years of experience in client support, financial operations, and process management. Her background includes account accuracy, cross-team collaboration, financial review, problem-solving, and supporting financial agreements and transaction processes.

  • Her interest in financial services comes from a love of numbers and curiosity about the stories and emotions behind money. She brings precision and thoughtfulness to financial matters that can significantly affect individuals and families, with a focus on helping clients feel well supported.

  • Outside of work, Melissa enjoys reading, photography, and spending time with her family. She serves as an advisor for the Hyrum City Youth Council, supporting young people in her community. She also enjoys spending time outdoors and appreciates the perspective nature provides.

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You want to achieve success on your terms. We provide the insights and tools you need to be knowledgeable and purposeful stewards of your wealth.