About Us

Begin with a Conviction​

With a decades-long investment background at large national banks and broker-dealers, Rick Roush launched his RIA firm to free clients, and provide transparent and objective investment advice, so critically needed by today’s financial consumer.

Meet Our Leadership Team

Rick Roush

PRESIDENT AND CHIEF INVESTMENT OFFICER

AIF®, CPFA

Jessica Roush

EXECUTIVE VICE PRESIDENT

CPFA

Andy Wheeler

SENIOR FINANCIAL ADVISOR

 

Veronica Becerra

Client Service Specialist

Kim Evans

Operations Administrator

Collaborative Partnership

The Roush Group advocates for business owners and accomplished individuals in the central valley and central coast regions of California with  independent, objective, fee-only financial advice.

As a Registered Investment Advisor (RIA) and Accredited Investment Fiduciary® (AIF®), we uphold the industry’s highest standards of fiduciary care.

Importantly, we adopted utilized our fiduciary standard to vet our collaborative partners below:

Axxcess Wealth Partners

The Axxcess Platform integrates third party investment managers alongside real estate,
private equity, and hedged investments to create a unique UMA/TAMP Platform to
transform your Wealth Management practice. The Axxcess Platform is built for
accredited investors and the Advisors that serve them.