A national financial advisor and investment management firm has hired an experienced leader to enhance its estate planning capabilities.
Minneapolis headquartered Nepsis Inc. has appointed Malia Haskins to the newly created role of vice president of estate planning, adding her more than 30 years of financial services experience to the firm’s management team.
Haskins has spent much of her time in the industry at RBC Wealth Management where she most recently held a wealth strategists and VP role and focused on legacy and financial planning for high-net-worth business owners and families.
Her career has also included director and private wealth advisor at BMO Private Bank, and as senior trust officer with Wells Fargo Private Client Group and explained why she was attracted to the new role at Nepsis, a firm she says has a formidable roster of local talent.
“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,” she said.
Nepsis will leverage Haskins’ experience to expand its in-house family office framework with estate planning, offering clients services such as advice on the legal aspects of managing and transferring their estate, and collaborating across the firm to ensure robust 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.”
The firm bolstered its tax planning capabilities last year when it 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.
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