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 (Ret.)

801-316-4100

ernest@fsiplanners.com

A founding partner of FSI, Mr. Hathaway functions as a consultant now that he is retired and no longer provides financial planning services. He brings over 30 years of experience and an extensive background as a financial educator. 

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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, but...
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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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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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Lindsay Jones

CPA/CFO

*Lindsay is unaffiliated with Securities America.
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Suzanne

Administrative Assistant

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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