Guiding you on your journey toward financial independence 
so you can live for what matters most.

 

OUR STORY

 

TeamPhotos_m

Your financial journey is like a river.

It twists and bends, and sometimes can be challenging to navigate.  The professionals at The RiverGroup serve as trusted guides with the expertise and resources to help you navigate the waters ahead.  Our team has been guiding clients on their journey toward financial independence for over 20 years.  As an independent firm our advisors can access a near limitless array of financial solutions.  This allows us to put your needs first, providing the tools and expertise that your journey demands.  

 

Individual Journeys

Our guides are trained with the tools to not only help you develop a plan, but to implement and monitor your progress.  Our independence means we provide you with appropriate solutions, and our bank partnerships allow us to work seamlessly with your other financial professionals to help your journey be successful.

 

When your journey is particularly complex, our Private Client Group team combines extensive experience in wealth management and estate planning with the resources of Raymond James, one of the nation’s premier independent broker dealers.  That level of sophistication gives you the confidence to focus on what matters most to you. 

 

Business Journeys

Today’s business owners face more challenges than simply managing the bottom line.  From regulatory burdens, to attracting and retaining top employees, to succession planning, your job is more difficult than ever before.  Our business team provides expertise in benefit plans, third party administration, and succession planning, to guide your journey from start to finish.

 

Check the background of our investment professionals on FINRA’s BrokerCheck


GUIDING PRINCIPALS

 

Integrity

Your needs will always come first. 

 

Discipline 

We will guide with unwavering focus on your goals and financial concerns, knowing that our value is greatest during the most difficult stretches of your journey.

 

Resourcefulness 

Your goals are unique.  Your journey should be too.   We will combine our near limitless tools, with our deep experience and knowledge to create a plan tailored for your needs.

 

Attentiveness 

Our focus is on you.  We will listen carefully to understand your needs, your concerns, and your goals.

 

Passion 

We believe that financial independence gives people the freedom to follow their dreams, and we are passionate about your journey’s success.

 

OUR TEAM

 

Tim
Pauley

Partner

Financial Advisor,

RJFS

MBA, C(k)P®, AIF®

Osceola, WI

 

 

Mark
Almlie

Partner

Financial Advisor,

RJFS

Osceola, WI

 

 

Jeanine 
Sandberg 

Retirement Benefit Consultant

QKA

Osceola, WI

 

 

Craig
Lindstrom

Financial Advisor,

RJFS

Chisago City, MN

 

 

Jon
Jacobson

Financial Advisor,

RJFS

St Croix Falls, WI

 

 

Angela
Televandos

Financial Advisor,

RJFS

Rice Lake, WI

 

 

Kathy
Ulrich

Client Relationship Administrator

Osceola, WI

 

 

Patrice
Evans

Client Relationship Administrator

Osceola, WI

 

 

The RiverGroup Financial Advisors is an independent firm. Investment Advisory Services offered through Raymond James Financial Services Advisors, Inc. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, an independent broker/dealer, and are not insured by bank insurance, the FDIC or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including the possible loss of principal.


Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.