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 educational focus for current and prospective clients enabling them to understand and address their financial needs, objectives, and goals.
Bil Jeppson co-founded Financial Strategies Institute in 1994 with a mission to empower people through professional advice and financial education. The goal: create. Bil has conducted numerous training courses over the past decade. He has taught financial planning at the Continuing Education Departments of the University of Utah, Weber State University, and other institutions.
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 responsibilities with skill and a great sense of humor. She has been with FSI since February 2003 and is licensed for both securities and insurance.
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 with compliance. Merry Dawn's knowledge and attention to detail have made her an invaluable asset to FSI. She truly cares about our clients and the clients love her!
Peggy assists Bil with all aspects of his business, including supporting his clients while he taught at the Foreign Affairs University in Beijing, China for the 2010-11 school year. Peggy's cheerful disposition and optimistic attitude make her appreciated by both clients and staff alike. She has been a wonderful part of the FSI team.
Karen's background in the banking industry made her a perfect fit as our business development coordinator. She works with new clients and soon-to-be clients to help them transition on board with FSI. She also coordinates our Federal Employees Benefits seminars and on-site training seminars for companies. Karen is a native of Oklahoma but is now a huge Utah Jazz fan!
Chris joined FSI in October of 2005 and has previously been our office manager. Today she helps proof-read documents and presentations. Prior to working with FSI, she spent many years as a facilitator for the Franklin-Covey 7 Habits and Parenting With Love And Logic programs. She is author of "Conversations With A Moonflower", which was recently published.
Ashley has been doing contract work for FSI since June 2001. She manages FSI's websites, creates PowerPoint presentations for seminars, and designs our quarterly Strategies magazine. In her spare time, Ashley enjoys reading and writing historical fiction. Her first novel, "What Once Was Lost," was published in December 2009. Her great sense of humor and 'can-do' attitude have made her a fun addition to the staff.
Josi assists just about everyone in the office at one time or another and everyone loves her constant smile and good attitude. She is our Jill-of-all-trades and in charge of our periodic emails to clients. She is a student at the University of Utah as well as working for FSI, but she likes us better since we don't give her nearly as much homework.