Firm welcomes experienced leader Kelly Nanasy to oversee delivery of full suite of family office services to business owners

Nepsis, Inc. (“Nepsis”), a national financial advisor and investment management firm, today announces the appointment of Kelly Nanasy as its new vice president of accounting and advisory services. In this role, Nanasy will work closely with Nepsis Tax Solutions’ business owner clients to optimize their accounting and financial planning efforts.

Nanasy will assume oversight of Nepsis' Accounting and Advisory Services division, which provides chief financial officer (CFO) and controller-level resources to business owners, enabling them to concentrate on front-office operations while experienced professionals handle their back-office finance functions. This division offers services in planning and budgeting, forecasting and modeling, integrated financial planning and management and performance reporting, all designed to enhance an organization's financial health through strategic insights and data-driven guidance. Nanasy will leverage her extensive experience to spearhead the growth of this division, refining systems and processes while actively building a best-in-class team to provide top-tier financial expertise and strategic guidance to clients.

“Kelly's addition to our tax solutions office is a significant coup for our team,” said Jack Cahill, CPA, senior vice president of tax at Nepsis. “With her impressive background and proven success as a CFO, she brings valuable insights as to the needs of small and mid-sized businesses and the expectations of private equity firms. We’re confident that Kelly will drive the continued growth of our accounting and advisory business, enhancing our full suite of services.”

With over 30 years of experience as a financial leader, Nanasy has built a distinguished career, starting her journey as a certified public accountant (CPA) with a large multinational accounting firm. She has since held key positions including CFO at ThreeBridge Solutions and Wausau Financial Systems, as well as vice president of finance at Deluxe Corporation. In addition to these corporate roles, Nanasy has more recently focused on consulting and executive coaching, offering strategic guidance to finance professionals. Her experience spans financial management, accounting, reporting, financial planning and enterprise risk management.

"I’m eager to apply the diverse skills and knowledge I’ve acquired throughout my career to the Nepsis framework and deliver impactful results for our business owner clients," said Nanasy. "By applying my experience and acumen to Nepsis' already exceptional offerings, I aim to provide exceptional value and strategic support that drives success.”

Nepsis has accelerated its growth in 2024, prompting an expansion of its leadership team. This announcement follows the appointment of Troy Williams as senior vice president of strategy and corporate development to help navigate and capitalize on this growth trajectory. Additionally, Nepsis recently appointed Malia Haskins as VP of the newly launched estate planning division and recruited Amanda Butler as the firm's inaugural chief technology officer.

To learn more about Nepsis®, 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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