The latest senior wealth management industry appointments, moves and changes across North America.

Nepsis
Nepsis®, a Minneapolis-headquartered national financial advisor and investment management firm, has appointed Troy Williams (pictured), a financial services industry expert, to the newly-created position of senior vice president of strategy and corporate development. In this capacity, Williams will help advance Nepsis’ operational evolution, the firm said in a statement.

The appointment comes as Nepsis® continues to expand, as marked by its recent acquisition of Sevenich, Butler, Gerlach & Brazil. 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, the firm added. 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.

With more than 15 years of experience, Williams is joining Nepsis® from US Bancorp, where he served as senior vice president of enterprise strategy. Prior to US Bancorp, Williams held similar positions at Ameriprise Financial, McKinsey & Company and Best Buy.

Williams’ hire follows a series of key personnel additions, including Amanda Butler as the firm's first chief technology officer. See more commentary here.

Kestra 
Kestra Private Wealth Services, an RIA headquartered in Austin, Texas, has added Rachel Eisenhart, in partnership with Alexandria, Virginia-based HF3 Wealth Partners, which joined the Kestra network in 2022. 

Located in Old Town Alexandria, the firm is led by founder and managing partner David Tovey. 

Tovey and operations and relationship manager Lisa Galloway joined Kestra PWS two years ago.

Eisenhart has nearly a decade of experience as a financial advisor, on top of a 10-year career supporting the Department of Defense. She is joining HF3 as managing partner and will also be based in Alexandria. Overseeing $87 million in client assets, Eisenhart brings HF3’s total assets under management to just over $200 million. 

Shane Hall Financial 
Amarillo, Texas-based Shane Hall Financial has joined Carson Group and its advisory network of more than 150 partner firms. 

Shane Hall Financial specializes in retirement income planning and comprehensive financial planning services. 

Led by founder and financial advisor Shane Hall, the firm manages $169 million in assets. 

“Carson Group's robust infrastructure and technology capabilities will provide us with the tools necessary to scale our business effectively,” Hall said.

Carson said its business model addresses the fact that many advisors struggle to grow their businesses. It cited the 2023 RIA Benchmarking Study by Charles Schwab showing that 70 per cent of advisors lack a clear growth strategy, facing challenges such as delivering personalized client service and leveraging technology. 

Shane Hall Financial will remain independent and continue to serve its clients with the same dedicated team, under the same name. 

Carson Group manages $36 billion in assets and its advisory network serves more than 50,000 families.