Nepsis Expands Retirement Plan Division With Retirement Plan Specialist Add

Nepsis Inc., a financial advisory and investment management company, is enhancing its retirement plans solutions division and overall family office framework with the addition of Trenton Hazen, an expert in retirement planning, the firm announced Tuesday.

Hazen is being brought on with the goal of contributing to the growth of the company’s retirement plan solutions division focused on serving businesses. His role involves collaborating with business owners to provide customized retirement plans and solutions that align with their companies’ specific needs, the firm noted in the announcement.

Trenton Hazen

“Trent will be responsible for managing the existing book of business here and bringing his existing clients to Nepsis,” says Mark Pearson, founder and CEO of Nepsis. “A target of the new Nepsis corporate retirement division will be to capitalize on an untapped revenue stream. By providing corporate retirement planning solutions to our business owner clients, we aim to encourage employees of these clients to take advantage of Nepsis’ wealth management offering. These retirement planning solutions will be available to our business management offering clients but also as a standalone service.”

Hazen has nearly a decade of experience in the financial services industry and has specialized in retirement plans for the past five years. He was most recently a fiduciary at Northwestern Mutual, where he created plan packages for clients with an emphasis on qualified plans, 401(k), profit-sharing, 403(b) accounts and employer-sponsored plans.

According to Nepsis, the addition of Hazen comes amidst a series of significant staff additions and promotions at the firm. Last month, Nepsis welcomed Ed Stober as a senior wealth adviser. The company stated that the decision to enhance its talent pool and senior leadership is a strategic move, aligning with a larger initiative that coincides with the acquisition of the comprehensive accounting firm Sevenich, Butler, Gerlach & Brazil Ltd. in late 2023.

“We are growing fast, and certainly have more hires lined up as we continue to build out our family office framework,” says Pearson. “We have recently hired some associate advisors and plan on hiring more in the coming months. We also intend on hiring more CPAs to assist in tax-advantaged retirement planning, as well as building out our estate planning offering with the addition of attorneys, so that we will have an internal estate planning offering. We also partner with an agency that can provide insurance solutions to our clients, complementing the comprehensive suite of offerings we provide.”