Industry veteran will oversee firmwide growth in a newly created role, supporting Nepsis’ ongoing expansion

Nepsis, Inc. (“Nepsis”), a national financial advisor and investment management firm, today announces the appointment of financial services industry veteran Troy Williams to the newly created position of senior vice president of strategy and corporate development. In this capacity, Williams will play a key role in advancing Nepsis’ ongoing operational evolution.

This appointment comes as Nepsis continues to expand, as marked by its recent acquisition of Sevenich, Butler, Gerlach & Brazil, Ltd. The firm recently introduced specialized tax services and launched an estate planning division to build upon its existing family office framework. The creation of the strategy and corporate development role is a direct response to these strategic developments, underscoring the firm’s commitment to broadening its service offerings and operational capabilities.

In his new role, Williams will guide the firm’s increasingly complex organizational structure and strategy. He will lead the firm's mergers and acquisitions efforts, screening potential opportunities and managing the integration process for new firms entering the Nepsis organization. Williams will also be responsible for identifying and establishing partnerships with financial services firms that can support Nepsis' growth.

"As we expand our services and enhance our advisors’ ability to serve their clients with greater clarity, Nepsis is at an exciting inflection point,” said Mark Pearson, founder and CEO of Nepsis. “As we continue on this trajectory, we need exceptionally talented and experienced business leaders with proven track records in implementing successful strategic initiatives. We are confident we have found that leader in Troy."

With more than 15 years of experience, Williams joins Nepsis from U.S. Bancorp, where he served as senior vice president of enterprise strategy. In this role, he collaborated with vice chairs and other business leaders to develop growth and operational strategies, particularly in wealth management, global markets, commercial banking and specialty finance. Prior to U.S. Bancorp, Williams held similar positions at Ameriprise Financial, McKinsey & Company and Best Buy, where he demonstrated substantial prowess in driving strategic initiatives and operational improvements.

"It’s energizing to join Nepsis at such a pivotal time in its growth. I look forward to helping navigate the complexities and opportunities often associated with expansion,” said Williams. "The company’s dedication to continually evolving its service and support for advisors aligns perfectly with my values and my passion for this industry. I am proud to be a part of Nepsis during this transformative period."

Williams’ hire follows a series of key personnel additions, including Malia Haskins as VP of the newly launched estate planning division and Amanda Butler as the firm's first chief technology officer. He will report directly to Matt Pearson, president at Nepsis, who was recently tasked with overseeing the development of the firm's family office framework.

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/.

View source version on businesswire.com: https://www.businesswire.com/news/home/20240806900965/en/