Riverside Capital Management Group
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We believe in empowering our clients with financial knowledge and confidence to help them pursue their life goals. Using customized, goal-oriented investment strategies, we will work with you to create a strategy that works for you.
Jim Back CFP®

Jim Back CFP®

    • Financial Advisor
    Jim Back CFP®

    Jim Back CFP®

      • Financial Advisor
      I became a financial advisor in 2006. Prior to that, I worked for the Indiana House of Representatives where I met my wife, Amy. We have four children, Maggie, Joseph, Caroline and Samuel, and a Saint Bernard (Mollie). We live on Evansville’s westside and are members of the St Joseph community.

      I volunteer on various boards and committees including Rotary, Youth First, Vanderburgh Community Foundation, the Downtown Evansville Improvement District and the St Joseph school board. I have found children’s charities to be the most impactful and personally fulfilling.

      In 2018, I became a CERTIFIED FINANCIAL PLANNER CFP®. The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board’s requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board’s Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards.

      In 2022, I formed Riverside Capital Management Group with two other partners. Our focus is partnering with long-term investors who generally have 1 million or more in investable assets. Riverside CMG investment strategies are effective and easy to understand. Our office also provides Pro Bono education on basic financial literacy and budgeting.

      I have an incredible office staff led by Kelbe Douglass and Linda Litty. They are seasoned professionals and I depend on them to run the office and answer questions.

      Contact

      • Send a Message
      • 812.777.0071
      Daniel Schweikhart

      Daniel Schweikhart

        • Financial Advisor
        Daniel Schweikhart

        Daniel Schweikhart

          • Financial Advisor
          I am originally from Evansville, IN.  I went to the local high school of F.J. Reitz and graduated with the class of 2008.  I have lived in the Evansville community for nearly 31 years of of my life with expectation to my four years of military service in the United States Marine Corps.

          My career after high school began as a local 16 IBEW electrician.  I spent most of my high school summers working for local home contractors wiring homes and later transitioning to a commercial and industrial electrician with State Group Inc.

          I have spent time in the Middle East during my first tour as an infantryman and spent time in the Pacific Command as a Scout Sniper.  At the end of my military career, I became a marksmanship instructor and helped developed our young men and woman’s combat skills before deploying. During my career I was in many leadership roles as a squad leader, achieved meritorious promotion to noncommissioned officer, and managed large-scale logistics and government assets.

          My next chapter in life was attending the Romain School of business at the University of Southern Indiana.  I graduated with a degree in Business Administration and was humbled to achieve high academic honors.  I was a part of the Brock Babb Legon Post and a member of the University of Southern Indiana men’s baseball team. 

          My business career began in the later years of college while running a veteran owned manufacturing business out of Pittsburgh with two other veterans.  I then took my skills to consulting to help veterans obtain their certifications for government contracting. 

          After graduating I accepted a role at First Security bank as a commercial loan officer.  I later transitioned into credit underwriting and in the future accepted a position at German American bank after a merger.

          I left banking and accepted a role as a Financial Advisor with Edward Jones in January of 2020.  I reached many achievements with the firm, gained valuable knowledge and experience during my time serving clients with Edward Jones.

          My wife Mallory and I married in 2018 and brought our first child Axel into the world in 2020 and our second son Beau in 2022.  My wife Mallory serves as a social worker and as an admission coordinator for The Good Samaritan Home. She graduated from Mater Dei Highschool and the University of Southern Indiana. Mallory and I share a passion for helping with the Ronald McDonald house and love spending time with our family.

          In 2022 I was honored to take on the role as a Financial Advisor at Riverside Capital Management Group. I look forward to serving people in wealth management, estate planning, and retirement planning.

          Our family is humbled to serve our community and grateful to be able to make an impact on people lives!

          Contact

          • Send a Message
          • 812.777.0071
          Kelbe Douglass

          Kelbe Douglass

            • Senior Client Service Associate
            Kelbe Douglass

            Kelbe Douglass

              • Senior Client Service Associate

              Contact

              • Send a Message
              • 812.777.0071
              Riverside Capital Management Group
              • 216 SE Riverside Dr.
                Evansville, IN 47713
              • 812.777.0071
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