About Us
We have the knowledge, training, and resources to help our clients succeed financially. Our goal is to provide superior client service. We believe a long-term relationship is built on the trust earned through integrity, hard work and service.
Jim Back, CFP
Financial Advisor
CERTIFIED FINANCIAL PLANNER®
Managing Partner
Jim Back
, CFP
As a CERTIFIED FINANCIAL PLANNER® professional, Jim helps clients make clear, confident financial decisions through comprehensive investment planning, retirement planning, investment management, tax-efficient retirement income strategies, estate planning coordination, charitable planning, and business succession guidance.
Jim founded Riverside Capital Management Group with a direct belief: financial advice should be personal, disciplined, understandable, and built around the client’s life—not around products, commissions, or unnecessary complexity. His planning process begins with listening carefully, identifying what matters most, and building a financial strategy designed to support each client’s goals through every season of life.
With more than two decades of experience as a financial advisor, Jim has developed a planning-first approach centered on clarity, consistency, and long-term decision-making. He works closely with clients preparing for retirement, transitioning into retirement, managing inherited wealth, selling or transitioning a business, creating income from investments, or organizing a more complete wealth plan for their family.
Jim’s investment philosophy is intentionally disciplined. Riverside focuses on helping clients take risk where risk is expected to be rewarded, while avoiding unnecessary risk where it is not. One example is Riverside’s fixed income approach. Rather than reaching for additional yield through corporate bonds, municipal bonds, or high-yield bonds, Riverside primarily uses U.S. Treasury securities within the bond allocation of client portfolios. Jim believes the purpose of the bond portion of a portfolio is stability, liquidity, and preservation—not speculation.
At Riverside, investment planning is not treated as a one-time document. It is an ongoing process. Jim and the Riverside team help clients evaluate retirement income, investment allocation, tax efficiency, Social Security decisions, estate planning needs, charitable giving, insurance considerations, and long-term family wealth planning. The goal is to bring every major financial decision into one coordinated strategy.
Jim also believes that a strong advisory firm should be built to serve clients for generations. Riverside Capital Management Group was created not only to serve today’s clients, but to develop the next generation of financial advisors. Jim is committed to mentoring younger advisors, building a disciplined team culture, and creating a firm that families can rely on well beyond a single advisor relationship.
Outside of the office, Jim and his wife, Amy, are the proud parents of four children. Family is central to Jim’s life and shapes the way he thinks about wealth planning. He understands that financial decisions are rarely just about account balances or investment returns. They are about protecting loved ones, creating opportunities, reducing stress, and building a legacy that can last for future generations.
Whether working with retirees, business owners, executives, physicians, families, or multigenerational clients, Jim’s mission is straightforward: to provide clear, objective financial guidance so clients can spend less time worrying about money and more time living the life they have worked hard to build.
Areas of Expertise
Jim founded Riverside Capital Management Group with a direct belief: financial advice should be personal, disciplined, understandable, and built around the client’s life—not around products, commissions, or unnecessary complexity. His planning process begins with listening carefully, identifying what matters most, and building a financial strategy designed to support each client’s goals through every season of life.
With more than two decades of experience as a financial advisor, Jim has developed a planning-first approach centered on clarity, consistency, and long-term decision-making. He works closely with clients preparing for retirement, transitioning into retirement, managing inherited wealth, selling or transitioning a business, creating income from investments, or organizing a more complete wealth plan for their family.
Jim’s investment philosophy is intentionally disciplined. Riverside focuses on helping clients take risk where risk is expected to be rewarded, while avoiding unnecessary risk where it is not. One example is Riverside’s fixed income approach. Rather than reaching for additional yield through corporate bonds, municipal bonds, or high-yield bonds, Riverside primarily uses U.S. Treasury securities within the bond allocation of client portfolios. Jim believes the purpose of the bond portion of a portfolio is stability, liquidity, and preservation—not speculation.
At Riverside, investment planning is not treated as a one-time document. It is an ongoing process. Jim and the Riverside team help clients evaluate retirement income, investment allocation, tax efficiency, Social Security decisions, estate planning needs, charitable giving, insurance considerations, and long-term family wealth planning. The goal is to bring every major financial decision into one coordinated strategy.
Jim also believes that a strong advisory firm should be built to serve clients for generations. Riverside Capital Management Group was created not only to serve today’s clients, but to develop the next generation of financial advisors. Jim is committed to mentoring younger advisors, building a disciplined team culture, and creating a firm that families can rely on well beyond a single advisor relationship.
Outside of the office, Jim and his wife, Amy, are the proud parents of four children. Family is central to Jim’s life and shapes the way he thinks about wealth planning. He understands that financial decisions are rarely just about account balances or investment returns. They are about protecting loved ones, creating opportunities, reducing stress, and building a legacy that can last for future generations.
Whether working with retirees, business owners, executives, physicians, families, or multigenerational clients, Jim’s mission is straightforward: to provide clear, objective financial guidance so clients can spend less time worrying about money and more time living the life they have worked hard to build.
Areas of Expertise
- Comprehensive Investment Planning
- Retirement Planning
- Retirement Income Planning
- Investment Management
- Social Security Planning
- Estate Planning Coordination
- Business Owner Planning
- Business Succession Planning
- Charitable Giving Strategies
- Wealth Preservation
- Treasury-Based Fixed Income Strategies
- Multigenerational Family Wealth Planning
- Fiduciary Planning (only available in fee-based advisory accounts).
Financial Advisor
CERTIFIED FINANCIAL PLANNER®
Managing Partner
www.linkedin.com/in/jimback
CFP
- English
Hayden Wood
Hayden Wood is a Financial Advisor at Riverside Capital Management Group, an Evansville, Indiana-based investment planning group serving individuals, families, retirees, executives, physicians, and business owners throughout Indiana, Kentucky, Illinois, and across the United States.
Hayden works closely with clients to develop personalized financial strategies that align with their long-term goals and evolving financial needs. He provides guidance in comprehensive retirement planning, investment management, wealth management, retirement income planning, and investment portfolio design, helping clients make informed decisions with confidence throughout every stage of life.
Believing that successful wealth planning begins with understanding each client's unique objectives, Hayden takes a collaborative, planning-first approach to building lasting relationships. He helps clients navigate important financial decisions by creating customized strategies focused on long-term growth, risk management, tax efficiency, and preserving wealth for future generations.
As part of the Riverside Capital Management Group team, Hayden is committed to delivering objective, fiduciary-focused investment advice built on trust, transparency, and disciplined investment principles. Collaborating with the company’s planning process, he helps clients coordinate all aspects of their financial lives, including retirement readiness, investment allocation, estate planning coordination, insurance planning considerations, and wealth preservation strategies designed to support their long-term financial success.
Hayden believes that wealth planning is an ongoing process rather than a one-time event. Through regular reviews and proactive guidance, he helps clients adapt to changing markets, life transitions, and evolving financial goals while remaining focused on building confidence and financial security for the future.
Areas of Expertise
Hayden works closely with clients to develop personalized financial strategies that align with their long-term goals and evolving financial needs. He provides guidance in comprehensive retirement planning, investment management, wealth management, retirement income planning, and investment portfolio design, helping clients make informed decisions with confidence throughout every stage of life.
Believing that successful wealth planning begins with understanding each client's unique objectives, Hayden takes a collaborative, planning-first approach to building lasting relationships. He helps clients navigate important financial decisions by creating customized strategies focused on long-term growth, risk management, tax efficiency, and preserving wealth for future generations.
As part of the Riverside Capital Management Group team, Hayden is committed to delivering objective, fiduciary-focused investment advice built on trust, transparency, and disciplined investment principles. Collaborating with the company’s planning process, he helps clients coordinate all aspects of their financial lives, including retirement readiness, investment allocation, estate planning coordination, insurance planning considerations, and wealth preservation strategies designed to support their long-term financial success.
Hayden believes that wealth planning is an ongoing process rather than a one-time event. Through regular reviews and proactive guidance, he helps clients adapt to changing markets, life transitions, and evolving financial goals while remaining focused on building confidence and financial security for the future.
Areas of Expertise
- Comprehensive Wealth Planning
- Investment Management
- Retirement Planning
- Retirement Income Planning
- Wealth Management
- Investment Portfolio Management
- Asset Allocation Strategies
- Tax-Efficient Investment Strategies
- Estate Planning Coordination
- Insurance Planning Considerations
- Risk Management
- Wealth Preservation
- Fiduciary Financial Advice
- Long-Term Wealth Planning
- Financial Goal Planning
Financial Advisor
https://www.linkedin.com/in/haydendwood/
Kelbe Douglass
Kelbe Douglass is the Operations Manager at Riverside Capital Management Group, an Evansville, Indiana-based investment planning and wealth management group serving individuals, families, retirees, executives, and business owners throughout Indiana, Kentucky, Illinois, and across the United States.
With more than 12 years of experience in the financial services industry, Kelbe oversees the firm's day-to-day operations and plays a vital role in delivering the exceptional service clients have come to expect. Having worked alongside founder Jim Back for more than a decade—including six years at a previous firm, she was instrumental in helping establish Riverside Capital Management Group and continues to support the company's mission of providing personalized wealth planning, investment management, and trusted financial guidance.
Kelbe specializes in account openings, retirement account rollovers, account transfers, and the ongoing maintenance of client accounts. She manages the operational processes that keep the company running efficiently, helping ensure every client interaction is seamless, every detail is handled with care, and every account is serviced with accuracy and responsiveness. Her dedication to organization, problem-solving, and exceptional client service helps create a smooth and stress-free experience throughout each stage of the wealth planning journey.
Understanding that financial decisions often involve important life transitions, Kelbe takes pride in providing dependable support behind the scenes so advisors can focus on helping clients pursue their financial goals with confidence. Her attention to detail, commitment to operational excellence, and genuine care for clients make her an invaluable part of the Riverside Capital Management Group team.
A native of Hillsdale, Indiana, Kelbe has proudly called Evansville home for the past 10 years. Outside the office, she enjoys spending time with her husband, Austin, and their son, Kallum. Whether she's reading a good book, crafting, or drawing, Kelbe values creativity, family, and making meaningful memories together.
Areas of Expertise
With more than 12 years of experience in the financial services industry, Kelbe oversees the firm's day-to-day operations and plays a vital role in delivering the exceptional service clients have come to expect. Having worked alongside founder Jim Back for more than a decade—including six years at a previous firm, she was instrumental in helping establish Riverside Capital Management Group and continues to support the company's mission of providing personalized wealth planning, investment management, and trusted financial guidance.
Kelbe specializes in account openings, retirement account rollovers, account transfers, and the ongoing maintenance of client accounts. She manages the operational processes that keep the company running efficiently, helping ensure every client interaction is seamless, every detail is handled with care, and every account is serviced with accuracy and responsiveness. Her dedication to organization, problem-solving, and exceptional client service helps create a smooth and stress-free experience throughout each stage of the wealth planning journey.
Understanding that financial decisions often involve important life transitions, Kelbe takes pride in providing dependable support behind the scenes so advisors can focus on helping clients pursue their financial goals with confidence. Her attention to detail, commitment to operational excellence, and genuine care for clients make her an invaluable part of the Riverside Capital Management Group team.
A native of Hillsdale, Indiana, Kelbe has proudly called Evansville home for the past 10 years. Outside the office, she enjoys spending time with her husband, Austin, and their son, Kallum. Whether she's reading a good book, crafting, or drawing, Kelbe values creativity, family, and making meaningful memories together.
Areas of Expertise
- Financial Services Operations
- Client Account Management
- Account Openings & Maintenance
- Retirement Account Rollovers
- Account Transfers
- Operational Excellence
- Client Service & Experience
- Wealth Planning Support
- Investment Management Support
- Process Improvement
- Team & Advisor Support
- Relationship Management
Operations Manager
www.linkedin.com/in/kelbedouglass
Katlyn French
Katlyn "Katie" French is the Operations Assistant at Riverside Capital Management Group, an Evansville, Indiana-based wealth planning group serving individuals, families, retirees, executives, and business owners throughout Indiana, Kentucky, Illinois, and across the United States.
Katie plays a vital role in the company's day-to-day operations, working behind the scenes to help ensure every client account is established, maintained, and serviced with accuracy and efficiency. She is responsible for managing many of the company's operational processes, including opening new accounts, processing account transfers, preparing paperwork, coordinating custodial requests, and supporting the administrative workflow that keeps Riverside Capital Management Group running smoothly.
Katie believes that exceptional client service extends far beyond face-to-face interactions. By managing the company's back-office operations with consistency and professionalism, she helps ensure advisors can remain focused on delivering comprehensive investment planning, retirement planning, investment management, and personalized wealth management strategies while clients can have confidence that every operational detail is being handled correctly.
As Riverside Capital Management Group continues to grow, Katie remains committed to maintaining the high operational standards that clients have come to expect. Her dedication to accuracy, efficiency, and continuous improvement helps support the company's mission of providing exceptional wealth planning services and striving to deliver a seamless client experience from start to finish.
Born and raised in Evansville and a graduate of Reitz High School, Katie is proud to serve the community she calls home. Outside of work, she enjoys traveling, spending time outdoors, and making lasting memories with her son, Walker, especially through family camping trips and new adventures.
Areas of Expertise
Katie plays a vital role in the company's day-to-day operations, working behind the scenes to help ensure every client account is established, maintained, and serviced with accuracy and efficiency. She is responsible for managing many of the company's operational processes, including opening new accounts, processing account transfers, preparing paperwork, coordinating custodial requests, and supporting the administrative workflow that keeps Riverside Capital Management Group running smoothly.
Katie believes that exceptional client service extends far beyond face-to-face interactions. By managing the company's back-office operations with consistency and professionalism, she helps ensure advisors can remain focused on delivering comprehensive investment planning, retirement planning, investment management, and personalized wealth management strategies while clients can have confidence that every operational detail is being handled correctly.
As Riverside Capital Management Group continues to grow, Katie remains committed to maintaining the high operational standards that clients have come to expect. Her dedication to accuracy, efficiency, and continuous improvement helps support the company's mission of providing exceptional wealth planning services and striving to deliver a seamless client experience from start to finish.
Born and raised in Evansville and a graduate of Reitz High School, Katie is proud to serve the community she calls home. Outside of work, she enjoys traveling, spending time outdoors, and making lasting memories with her son, Walker, especially through family camping trips and new adventures.
Areas of Expertise
- Financial Services Operations
- Investment Account Administration
- New Account Processing
- Account Transfers & ACAT Processing
- Client Account Maintenance
- Operational Workflow Management
- Financial Documentation & Processing
- Administrative Operations
- Process Accuracy & Quality Control
- Operations Support
- Wealth Planning Support
Operations Assistant
Kaci Loveless
Kaci Loveless is a Client Service Associate at Riverside Capital Management Group, an Evansville, Indiana-based wealth planning practice serving individuals, families, retirees, executives, and business owners throughout Indiana, Kentucky, Illinois, and across the United States.
Kaci is the first face clients see when they walk through the door. She believes exceptional client service is built on kindness, responsiveness, attention to detail, and genuine relationships, helping clients feel comfortable and confident throughout every stage of their investment planning journey.
Kaci supports the client experience by managing calendar scheduling, confirming appointments, and coordinating day-to-day client communications. She oversees administrative and marketing operations, including CRM updates, email follow-ups, event coordination, and media content, helping ensure client meetings run smoothly and marketing initiatives stay on track. Her attention to detail and responsiveness help ensure every interaction reflects Riverside Capital Management Group's high standard of service.
Understanding that financial decisions can often feel overwhelming, Kaci strives to make every client interaction as smooth and stress-free as possible. Whether greeting clients for their first meeting, answering questions, coordinating paperwork, or assisting with account service requests, she is committed to providing timely communication and meaningful client care. Her goal is to create an atmosphere where clients know they are valued, heard, and cared for.
Kaci takes pride in contributing to a financial practice that places relationships before transactions and believes outstanding client service is an essential part of successful investment planning. She enjoys building lasting relationships with clients and helping create an environment that reflects Riverside Capital Management Group's commitment to integrity, professionalism, and fiduciary care for fee-based advisory accounts.
As Riverside Capital Management Group continues to serve clients throughout Evansville, Newburgh, Henderson, Owensboro, Southwest Indiana, Western Kentucky, Southern Illinois, and beyond, Kaci remains focused on delivering the exceptional service and personal attention clients have come to expect from the firm.
Areas of Expertise
Kaci is the first face clients see when they walk through the door. She believes exceptional client service is built on kindness, responsiveness, attention to detail, and genuine relationships, helping clients feel comfortable and confident throughout every stage of their investment planning journey.
Kaci supports the client experience by managing calendar scheduling, confirming appointments, and coordinating day-to-day client communications. She oversees administrative and marketing operations, including CRM updates, email follow-ups, event coordination, and media content, helping ensure client meetings run smoothly and marketing initiatives stay on track. Her attention to detail and responsiveness help ensure every interaction reflects Riverside Capital Management Group's high standard of service.
Understanding that financial decisions can often feel overwhelming, Kaci strives to make every client interaction as smooth and stress-free as possible. Whether greeting clients for their first meeting, answering questions, coordinating paperwork, or assisting with account service requests, she is committed to providing timely communication and meaningful client care. Her goal is to create an atmosphere where clients know they are valued, heard, and cared for.
Kaci takes pride in contributing to a financial practice that places relationships before transactions and believes outstanding client service is an essential part of successful investment planning. She enjoys building lasting relationships with clients and helping create an environment that reflects Riverside Capital Management Group's commitment to integrity, professionalism, and fiduciary care for fee-based advisory accounts.
As Riverside Capital Management Group continues to serve clients throughout Evansville, Newburgh, Henderson, Owensboro, Southwest Indiana, Western Kentucky, Southern Illinois, and beyond, Kaci remains focused on delivering the exceptional service and personal attention clients have come to expect from the firm.
Areas of Expertise
- Client Service & Client Relations
- Client Experience & Relationship Management
- Wealth Management Support
- Financial Planning Support
- Client Onboarding
- Account Maintenance
- Marketing Coordination
- Client Communication & Appointment Confirmation
- Organization & Attention to Detail
- Client Care & Hospitality
- Team Collaboration
- Calendar Management & Scheduling
Client Service Associate