Broker Check

Meet Our Team

SteVan Gates, CRPC®

Managing Partner / Private Wealth Advisor

801-316-4100

stevan@fsiplanners.com

SteVan H. Gates has 25 years of experience offering strategies in investment management, financial independence, retirement transitions, Medicare, social security, business succession, income tax reduction strategies, life insurance,...

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Ernest Hathaway, CFP®

Partner / Private Wealth Advisor

801-316-4100

ernest@fsiplanners.com

A founding partner of FSI, Mr. Hathaway functions as the Registered Principal of the firm. He brings over 30 years of experience and an extensive background as a financial educator. Ernest has excelled at developing a unique...

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Bil Jeppson, CFP®, MBA

Partner / Private Wealth Advisor (Ret.)

801-316-4100

bill@fsiplanners.com

Bil Jeppson co-founded Financial Strategies Institute in 1994 with a mission to empower people through professional advice and financial education. Bil Jeppson is now retired, and no longer provides financial planning services. Bil has...

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David Gates

Partner / Private Wealth Advisor

801-316-4100

david@fsiplanners.com

As National Social Security Advisor, David’s knowledge in Social Security makes him a very valuable resource when planning for retirement. David has developed a love for retirement planning with individuals who are looking to...
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Derek Bohne, CLU®, ChFC®

Partner / Private Wealth Advisor

801-316-4100

derek@fsiplanners.com

Derek D. Bohne was born and raised in Cedar City, Utah. Attended school at Southern Utah University, majoring in business and finance. He joined the MONY group as a financial advisor in 1992. While working at the MONY Group, he...

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Kathy

Office Manager

kathy@fsiplanners.com

Kathy’s many talents and abilities have been essential as she coordinates most of the behind-the-scenes work that supports client accounts and keeps FSI’s business running and organized. She juggles a variety of...

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Merry Dawn 

Client Relations Assistant

merry@fsiplanners.com

Merry Dawn currently holds series 6, 7, and 63 securities registrations as well as a Utah Life and Health Insurance license. She comes from a financial services background and has been with FSI since February 2000. She also assists FSI...

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Peggy

Client Relations Assistant

peggy@fsiplanners.com

Peggy has been with FSI since 2009 and holds a Utah Life and Health Insurance License. She efficiently handles a multitude of requests and service matters for our clients. Peggy’s cheerful disposition and optimistic attitude make...

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Lexie

Seminars Support

Lexie joined FSI in the Fall of 2017. She has been a burst of energy for our office and brings so much light and fun. Our clients love the enthusiastic greeting that she gives them as they step through our doors. Lexie is always prompt...

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Suzanne

Receptionist

suzanne@fsiplanners.com

Suzanne has a degree from BYU and a certificate in accounting. She is a key administrative team support person. Suzanne joined our team in 2016. She excels in attention to detail and follow through. She is a valued member of our team...

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