SJHL Financial Group

Justin Kaufman is a financial advisor with SJHL Financial Group in McPherson, Kansas, holding a Series 65 designation and three years of industry experience. He is also a partner in the CPA firm Swindoll, Janzen, Hawk & Loyd, LLC, where he provides tax preparation, tax planning, and business advisory services. SJHL Financial Group offers investment advisory and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. The firm manages approximately $138.7 million across about 344 client relationships, employing customized strategic asset allocations primarily through low-cost mutual funds and ETFs, with a long-term investment approach.

Stacie Wilson is a financial advisor with SJHL Financial Group and holds a Series 65 designation. She has two years of experience in the financial industry and has been with SJHL Financial Group since 2023. In addition to her advisory role, she is a partner at the CPA firm Swindoll, Janzen, Hawk & Loyd, LLC, where she practices as a certified public accountant providing tax preparation, business advisory, and attestation services. SJHL Financial Group offers investment advisory and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. The firm manages approximately $138.7 million across about 344 client relationships, utilizing customized strategic asset allocations primarily with low-cost mutual funds and ETFs, and employs a long-term investment approach supported by fundamental analysis.

Richard Sahatjian is a financial advisor at SJHL Financial Group with Series 63 and Series 65 licenses and two years of industry experience. His prior work includes positions at Swindoll, Janzen, Hawk & Loyd and experience in industrial metal fabrication and aviation defense companies. SJHL Financial Group provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. The firm manages approximately $138.7 million across about 344 client relationships, offering discretionary investment management and project-based financial planning with a focus on customized asset allocations using low-cost mutual funds and ETFs.

Darren Anderson is a financial advisor at SJHL Financial Group with two years of industry experience. He holds a Series 65 credential and is also a partner in the CPA firm Swindoll, Janzen, Hawk & Loyd, LLC, where he performs tax preparation, planning, business advisory services, and firm leadership. SJHL Financial Group provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. The firm manages approximately $138.7 million for about 344 client relationships, offering customized strategic asset allocations primarily through low-cost mutual funds and ETFs, with a focus on fundamental analysis and long-term investment strategies.

Adam Grilliot is a PFS™ credentialed advisor with SJHL Financial Group, bringing three years of industry experience. He is also a tax partner at Swindoll, Janzen, Hawk & Loyd, LLC, where he works full time. SJHL Financial Group provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. The firm manages approximately $138.7 million across 344 client relationships, utilizing customized strategic asset allocations primarily implemented with low-cost mutual funds and ETFs, and employs a long-term, fundamental analysis approach.

Chet Buchman is a Series 65 licensed advisor with SJHL Financial Group, bringing six years of industry experience. He has worked at Wealth Management LLC and has been associated with SJHL Financial Services, LLC since 2012. Buchman is also a partner and practicing CPA at Swindoll, Janzen, Hawk & Loyd, LLC, where he provides tax preparation, planning, business advisory, audit, and attest services. SJHL Financial Group offers investment advisory and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. The firm manages approximately $138.7 million across about 344 client relationships, employing customized strategic asset allocations primarily with low-cost mutual funds and ETFs, along with discretionary investment management and project-based financial planning.

Matthew Kindley is a financial advisor at SJHL Financial Group in Rio Rancho, NM, holding a Series 65 credential. He has been with SJHL Financial Services, LLC since 2025 and has prior experience at several firms including Cornerstone University, Nagel CPA's, LLC, and Bohannan Houston, Inc. Outside of finance, his background includes roles at Lowe's Home Improvement and Turning Point Strength and Conditioning. SJHL Financial Group provides investment advisory and financial planning services to individuals, retirement plans, trusts, charitable organizations, and small businesses. The firm manages approximately $138.7 million across 344 client relationships, using customized strategic asset allocations with an emphasis on low-cost mutual funds and ETFs, supported by sub-advisory services from Buckingham Strategic Partners, LLC.

John Albrecht is a financial advisor at SJHL Financial Group in Manhattan, KS, holding the PFS™ designation with six years of industry experience. He has been with SJHL Financial Group and its affiliated CPA firm, Swindoll, Janzen, Hawk & Loyd, LLC, since 2019. Outside of advisory work, he is a partner and CPA at Swindoll, Janzen, Hawk & Loyd, where he oversees tax compliance projects and tax planning. SJHL Financial Group provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. The firm manages approximately $138.7 million across about 344 client relationships, delivering customized investment management primarily through low-cost mutual funds and ETFs, with an emphasis on fundamental analysis and a long-term approach.

Roger Nagel is a Personal Financial Specialist (PFS™) with seven years of experience in the financial industry. He is currently with SJHL Financial Group and has a background that includes roles at Swindoll, Janzen, Hawk & Loyd, LLP and Archer Investment Corporation, as well as seventeen years at Nagel CPAs, LLC. Outside of his advisory work, Nagel serves as Managing Director and Sole Member of Hidden Arbor, a farming business. SJHL Financial Group provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. The firm manages approximately $138.7 million across about 344 client relationships, offering customized strategic asset allocation primarily through low-cost mutual funds and ETFs, with sub-advisory support from Buckingham Strategic Partners, LLC.

Timothy Kliewer is a CFP® professional with 15 years of industry experience, currently serving at SJHL Financial Group since 2015. He previously worked at Wealth Management LLC from 2015 to 2018. Kliewer is involved in his community through finance committee roles with the McPherson Community Foundation and Countryside Covenant Church, and serves on the board of the McPherson Family YMCA. SJHL Financial Group provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. The firm manages approximately $138.7 million across 344 client relationships, offering customized investment management primarily using low-cost mutual funds and ETFs, alongside financial planning and retirement consulting services.

Jaymie Rothrock is a financial advisor at SJHL Financial Group with two years of industry experience. She holds a Series 65 designation and is also a partner at the CPA firm Swindoll, Janzen, Hawk & Loyd, LLC, where she provides tax preparation, planning, business advisory, audit, and firm management services. SJHL Financial Group offers investment advisory and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. The firm manages approximately $138.7 million across 344 client relationships, employing customized strategic asset allocations primarily using low-cost mutual funds and ETFs, with a focus on fundamental analysis and long-term investment strategies.