A dedicated group of professionals committed to guiding your financial journey with clarity, care, and expertise.
Meet the Team Behind Your Financial Confidence
About The RiverGroup Financial Advisors
Trusted guides for life’s financial journey—navigating challenges, shaping strategies, and helping you reach financial independence with confidence.
At The RiverGroup, we believe every financial journey is unique—filled with twists, turns, and challenges that require careful navigation. For more than 30 years, our advisors have served as trusted guides, helping individuals and businesses move with confidence toward financial independence. Guided by resourcefulness, attentiveness, passion, integrity, and discipline, we are dedicated to putting your needs first and ensuring your journey is supported every step of the way.
Our Team
Meet the dedicated professionals who are here to support your goals, protect your legacy, and guide your financial future.
Tim Pauley
MBA, C(k)P, AIF
Managing Partner
Financial Advisor, RJFS
Mark Almlie
Managing Partner
Financial Advisor, RJFS
Jeanine Sandberg
QKA
Branch Ops Coordinator, RJFS
Third Party Administrator
Jon Jacobson
Financial Advisor, RJFS
Craig Lindstrom
Financial Advisor, RJFS
Angela McCullough
MBA, AAMS
Financial Advisor, RJFS
Adele Hensley
Client Service Associate
Cassie Morfitt
Client Service Associate
Our Guiding Principles: Built Around You
Dedicated to your goals, driven by integrity, and focused on your financial freedom.
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.
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.
Our Story
Guided by the belief that every financial journey deserves trusted navigation, The RiverGroup Financial Advisors was founded to help individuals, families, and businesses move confidently toward financial independence.
Over the past three decades, our practice has grown in both expertise and reach—built on a foundation of integrity, discipline, and personalized service.
Today, our team continues to guide clients through life’s financial twists and turns with the same passion and commitment that inspired our beginning.
A Look Back at Our Journey
The timeline below highlights key milestones in The RiverGroup’s history and growth.
1993.
The Inception
Since its inception in 1993, The RiverGroup has experienced significant growth and development within the financial services industry. The journey began when Tim Pauley joined The RiverBank, initiating the establishment of The RiverGroup Financial Advisors (The RiverGroup) as a comprehensive extension of the bank’s full suite of financial offerings. Initially, Tim focused on developing the retail investing segment, working closely with bank clients and community members to assist them in achieving their financial objectives. Additionally, he collaborated with the bank’s Commercial Lenders to provide specialized retirement plan services tailored to small businesses within the community.
1994-2015.
The Regional Expansion
Between 1994 and 2005, The RiverGroup expanded its presence across the St. Croix River Valley, reflecting the ongoing growth of The RiverBank. This expansion allowed The RiverGroup to strengthen its local footprint and offer more personalized financial advisory services to a broader client base. In 2008, Mark Almlie joined The RiverGroup, bringing with him extensive experience from various bank brokerage groups. His addition enhanced the team’s expertise and contributed to its strategic growth initiatives. Over the next several years, from 2011 to 2015, The RiverGroup transitioned into an independent team, marking a significant milestone in its evolution. During this period, the team continued to grow, adding a Financial Advisor to serve the Northwest Wisconsin markets, and established a third-party administration firm. This new entity was designed to provide enhanced support to small businesses, particularly in managing and administering their retirement plans effectively.
2016.
The Financial Excellence
The RiverGroup made a strategic move by acquiring the former Baptist church located in downtown Osceola, WI. This property now serves as the team’s corporate headquarters, symbolizing its stability and commitment to serving the community. Overall, The RiverGroup’s history reflects a consistent focus on expanding its services, strengthening community ties, and adapting to the evolving needs of its clients and the financial industry at large.
stability and commitment
Rooted in growth
strengthening community ties
Building lasting connections
