Meet Our Team

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,...

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. 

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...

Nathan T. Gates was born and raised in Bountiful, Utah. Attended school at SLCC and Weber State University studying pre-med. Nathan’s first career choice was in emergency medicine and worked for Clinton, Utah Fire/EMS department....

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...

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...

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...

*Lindsay is unaffiliated with Securities America.