Nepsis® Appoints Retirement Plan Specialist Trenton Hazen

March 12, 2024 at 08:08 AM EDT

Hazen will support business owners as they strive to provide the best possible retirement solutions to their workforce

Nepsis, Inc. (“Nepsis®”), a national financial advisor and investment management firm, is strengthening its retirement plans solutions division and overall family office framework by welcoming Trenton Hazen, a retirement plan specialist, to its team.

In his new position, Hazen will play a pivotal role in enhancing the expansion and effectiveness of the company's retirement plan solutions division, which caters specifically to businesses. He will collaborate closely with business owners, focusing on the delivery of competitive retirement plans and solutions tailored to their companies’ needs.

“Trent’s knowledge and experience in navigating the retirement plan landscape is poised to drive strategic growth in our retirement solutions and offer additional value to our clients,” said Nepsis® president Matt Pearson. “The ability to provide transparent and customized solutions to clients, each carefully crafted with the full picture in mind, aligns perfectly with our ethos of leading with clarity.”

Hazen brings with him nearly a decade of experience in the financial services industry, having specialized in retirement plans for the past five years. His most recent role at Northwestern Mutual allowed him to refine his skills as a fiduciary, crafting optimal plan packages for clients with a particular emphasis on qualified plans, 401(k), profit-sharing, and 403(b) accounts, as well as employer-sponsored plans. Hazen brings to Nepsis and its clients a diverse skill set backed by significant credentials, including successful completion of the Series 6 and Series 63 exams, along with life, health and annuities licenses. He also holds the Certified Plan Fiduciary Advisor (CPFA) and Qualified Plan Financial Consultant (QPFC) designations.

"I’m pleased to join Nepsis as they expand their leadership team and enhance services for advisors and clients alike. It’s an incredibly exciting time in the firm’s growth trajectory," Hazen stated. "This opportunity perfectly matches my interest in getting to the heart of business owners’ needs and assisting them in crafting appropriate retirement plans.”

Hazen’s appointment follows a string of key hires and promotions for Nepsis®, including the recent recruitment of Ed Stober as senior wealth advisor just last month. The firm's commitment to strengthening its talent pool and reinforcing the senior team is part of a broader initiative, coinciding with the acquisition of the full-service accounting firm Sevenich, Butler, Gerlach & Brazil, Ltd late last year.

For more information on 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 knowledge through various channels, including co-hosting the "Invest with 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 nepsisinc.com