|
Dear Valued Clients and Friends,
I’m thrilled to share some exciting news with you. As of November 11, 2024, we joined forces with Swindoll, Janzen, Hawk, and Lloyd, LLC, a distinguished firm based in Kansas.
After careful consideration, I am confident that merging with SJHL is the ideal choice for us. I have known Chet Buchman, SJHL’s Managing Partner, for many years, and we share a strong alignment in our philosophies and commitment to exceptional client and community service. This partnership will enable us to expand our capabilities and better serve you in new and meaningful ways.
We will continue operating from our current office location, and I want to assure you that our team is dedicated to providing seamless, uninterrupted service. Please feel free to reach out with any questions or concerns—I would be delighted to discuss this transition with you in more detail.
In the coming days, you will receive consent forms like the one here allowing SJHL to access your files. Kindly sign and return these forms at your earliest convenience to facilitate a smooth transition.
It has been a privilege to serve you over the years, and I look forward to continuing our relationship in this exciting new chapter.
In unrelated news, we would like to wish Ryan Cooper well after 15 years as he embarks on a new business venture starting a Registered Investment Advisory firm in Utah.
Warm regards,
Roger C. Nagel, CPA/PFS, CMA, CGMA
| 
