Nepsis® Appoints Malia Haskins as VP of Estate Planning
July 10 2024 - 9:08AM
Business Wire
Under Haskins’ leadership, firm strengthens
holistic wealth management and family office framework with new
estate planning services
Nepsis®, Inc. (“Nepsis”), a national financial advisor
and investment management firm, continues to strengthen its
management team with the appointment of Malia Haskins as the
firm's inaugural vice president of estate planning. Haskins will
oversee the new estate planning services, working closely with the
firm’s tax division to integrate estate planning into tax
strategies. This promotes a holistic approach to client wealth
management and enhances Nepsis’ ability to deliver valued services
to high-net-worth and ultra-high-net-worth families.
Bringing estate planning in-house expands Nepsis' family office
framework, allowing the company to address all aspects of clients'
financial needs under one roof. Haskins will offer clients
financial and legal guidance on the management and transfer of
their estates. She will also develop custom estate strategies and
work with other departments to integrate these services into
overall tax and financial planning.
“Malia’s extensive experience makes her ideal to lead this new
service within our family office framework,” said Bryan
Eberle, president of Nepsis® Tax Solutions.
“Adding a professional of Malia’s caliber and introducing estate
planning services bolsters our comprehensive approach to tax
planning. We’re confident this development will further advance our
goal of providing clients with the clarity they need to fully
understand their financial lives.”
Haskins brings over 30 years of wealth management leadership
experience to the Nepsis team. The majority of her career in wealth
management was spent with RBC Wealth Management ("RBC"), most
recently as vice president, wealth strategist working with
high-net-worth clients on customized financial plans and focusing
on legacy planning for business owners and families. Haskins also
served as director and private wealth advisor at BMO Private Bank,
and as senior trust officer with Wells Fargo Private Client Group.
She earned a law degree from William Mitchell College of Law and,
as an attorney, can offer strategic advice to help Nepsis advisors
and clients navigate the complexities that may arise during the
estate planning process.
“Bryan, Mark and team have assembled a formidable roster of
local talent over the past 12 months,” Haskins said. “Nepsis
is developing a framework that will enhance the firm's ability to
help business owners and families define their financial goals.
This approach allows us to design and implement strategies that
align with that purpose in mind. I'm excited to be part of the
family office structure that's at the core of Nepsis and to lead
the estate planning offering.”
The move to implement estate planning services and hire Haskins
follows a year of significant growth for Nepsis. The firm has been
active in expanding its leadership team and tax solutions
division. In the past year, the firm acquired full-service
accounting firm Sevenich, Butler, Gerlach & Brazil, Ltd.
and appointed vice presidents Jack Cahill,
J.D., CPA, and Chad Koebnick, CPA, to
introduce specialized tax offerings.
Parties interested in learning more about Nepsis Tax Solutions
should visit nepsisinc.com.
About Nepsis®
Nepsis, Inc., headquartered in Minneapolis, Minnesota, is an
independent financial advisor and investment management firm
founded by Mark Pearson. The team at Nepsis® is driven to provide
the power of clarity™ to the individual investor so that they can
accomplish their investment and planning goals. Mark Pearson, as
the Founder and CEO, shares his experience through various
channels, including co-hosting the "It’s All About Clarity®"
podcast, which challenges mainstream advice on money, investing,
and the economy. Additionally, the firm conducts retirement
planning lectures in Minneapolis and nationwide. Pearson has
contributed his insights to national media outlets such as U.S.
News and World Report, Wealth Management magazine and
Entrepreneur.
Advisory Services offered through Nepsis, Inc.; an SEC
Registered Investment Advisor. Learn more about Nepsis, Inc. and
how to Invest with Clarity® at https://nepsisinc.com/
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Media Contact Nepsis@streetcredpr.com
Tom Warburton 347-400-3483 Tommy@streetcredpr.com
Lindsay McCoy 906-322-4982 Lindsay@streetcredpr.com