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Matthew K

Series 65

Rio Rancho, NM

SJHL Financial Group

Matthew Kindley is a financial advisor at SJHL Financial Group with a Series 65 designation and less than one year of industry experience. His work history includes roles at various firms and organizations, including Nagel CPA's, LLC, Bohannan Houston, Inc., and Cornerstone University. SJHL Financial Group provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and small businesses. The firm focuses on customized, goal-based portfolios with a long-term investment approach using low-cost, diversified mutual funds and ETFs, supported by a multi-advisor team managing approximately $174.5 million in discretionary assets.

General retirement planning Charitable giving & philanthropy Business exit / sale strategy Entity structure planning (LLC, S-Corp) Founder/Business Owner Educators, Teachers, and Academics
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Roger N

PFS™

Rio Rancho, NM

SJHL Financial Group

Roger Nagel is a financial advisor with SJHL Financial Group, holding the PFS™ designation and eight years of industry experience. He has worked at Archer Investment Corporation since 2018 and joined both SJHL Financial Services, LLC and Swindoll, Janzen, Hawk & Loyd, LLP in recent years, where he also provides tax advice and accounting services as a Certified Public Accountant. Outside of his advisory and accounting roles, he serves as Managing Director of Hidden Arbor, a farming operation. SJHL Financial Group provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and small businesses. The firm focuses on customized, goal-based portfolios with a long-term investment approach using primarily low-cost, diversified mutual funds and ETFs, and operates as a multi-adviser team with outsourced sub-advisory and custodial functions.

General retirement planning Charitable giving & philanthropy Business exit / sale strategy Entity structure planning (LLC, S-Corp) Founder/Business Owner Educators, Teachers, and Academics
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