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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

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Jessica
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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:

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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.

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PRESIDENT AND CHIEF INVESTMENT OFFICER

RICK ROUSH
AIF®, CPFA

Rick leads the vision of our firm. He formed The Roush Group as a Registered Investment Advisor (RIA) to provide unbiased, unconflicted advice for business owners, their families, and their company retirement plans.

In 2010, after 25 years of serving large national banks and broker-dealers, Rick surrendered his commission Series 7 and pursue a fee base only firm.

The result, honor a fiduciary standard only to do what is the absolute best interest for our clients at all times. Rick has earned the Accredited Investment Fiduciary (AIF) and Certified Plan Fiduciary Advisor (CPFA) designations, which signify specialized knowledge of the fiduciary duty and a commitment to promote a culture of fiduciary responsibility and professionalism for all.

Rick embodies stewardship. He leads our clients to identify personal and financial objectives by crafting personal financial life planning by identifying their core values of life and family.

Rick is married to his Wife, Terree, for more than 48 years. Together they have four beloved children, three granddaughters, two grandsons, and one great-granddaughter. Rick enjoys fine wines, giving back to the community, playing golf with a 6-7 handicap, and traveling with Terree all over the world.


  • Mt. San Antonio College 1970-1971

  • United States Army from 1971-1974

  • Advanced education for industry at Wharton School, University of Pennsylvania

  • Merrill Lynch training at Princeton University

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EXECUTIVE VICE PRESIDENT

JESSICA ROUSH CPFA

As Executive Vice President, Jessica leads our team in the formulation and execution of our day to day business, compliance oversight and client relations. She monitors the execution of quality control to over 100 client relationships and oversees all aspects of the firm operations. Jessica holds the Certified Plan Fiduciary Advisor (CPFA) designations, which signifies specialized knowledge of the fiduciary duty and a commitment to promote a culture of fiduciary responsibility and professionalism.

In 2010, her father persuaded her to join the firm at its founding. True to her positive spirit, she jumped in and set up the office, system servers, operating agreements with partners, and assisted Rick in building the original website. Jessica’s 18-year business career includes eight years in the medical industry working for Medical Staffing Network. Notably, she handled highly detailed and sensitive compliance requirements with JACHO and OSHA.

Committed to lifelong learning, Jessica studied at Fresno City College and regularly attends seminars and training courses to sharpen her skills. She’s an avid reader, a notary public, escrow signing agent, and is currently studying for her Series 65 to become an investment advisor.

In her free time, Jessica serves on the boards of the Downtown Fresno Partnership and Valley Center for the Blind. She treasures her close friends, the company of her nieces and nephews, event planning, and the culinary art of baking.
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SENIOR FINANCIAL ADVISOR

ANDY WHEELER

Andy Wheeler joined The Roush Group as Senior Financial Advisor in 2018 with 20 years’ experience in the financial services industry. Andy is successful in guiding high-net-worth clients through financial life planning, core values, portfolio management, and estate planning strategies with great care, diligence, and compassion.

As Senior Financial Advisor, he is responsible for guiding our high net worth clients to a successful road of retirement readiness while upholding our fiduciary standards and delivering tax-sensitive wealth management solutions through our Financial Life Planning process.

Andy and his wife, married to Cari over 24 years, raised their two sons here in the Central Valley, and he continues to stay active in our local community as Elected School Board Trustee of Golden Valley Unified School District.
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Director of Business Development

Tom Flynn

As the Director of Business Development, Tom works closely with The Roush Group team of Registered Investment Advisors (RIA’s) and service professionals providing experience, insights, and advice to business owners, generational wealth clients, and 401K plan fiduciaries. By framing client strategic needs with a transformative platform approach, Tom helps Roush Group clients identify opportunities to improve performance and value.

Tom has built an extensive portfolio of business development and consulting experience working closely with leaders in professional services, engineering, design, and technology on programs that revolutionize industries. He has experience leading successful teams in a variety of vertical markets including IT, Consumer Goods, Hardware/Software Development, Financial Services, Healthcare, and the Federal Government. Previous client programs include work with Google, Nike, Microsoft, Intel, Amazon.com, Under Armour, Jaguar Land Rover, Diamler, Zoom Healthcare, PGE, Keen, Cambia, Digimarc, Wacom, DirecTV, and HP.

Prior to The Roush Group, Tom served as CEO and Founder at Evo, Digital Strategy Director with Ziba Design, Enterprise Sales Director with test.ai and Lucid Meetings, Co-Founder at ReadyGo Productions, President and General Manager of Allion USA, and before that, was a Vice President and Executive Board Member with the VTM Group of consulting companies. Tom is a graduate of the University of Colorado at Boulder. He and his wife JoAnna live in Clovis, CA with their two children.

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OPERATIONS ADMINISTRATOR

KIM EVANS

Kim Evans joined The Roush Group in March 2020 as an Operations Administrator. She has over 27 years’ experience working in the Financial Services industry in both office management and operations.

As the Operations Administrator, Kim assists with the firm’s day to day operations, installation of new Retirement plans, and client service requests. She is the first point of contact for all client requests and works closely with team members to uphold our white-glove service standards.

Kim holds the following designations from Life Office Management Association (LOMA)

  • Associate Customer Service (ACS),
  • Associate Insurance Agency Administration (AIAA)
  • Associate Insurance Regulatory Compliance (AIRC)

    Kim and her husband, Tim, have been married for 41 years and have two children and two grandchildren. In her free time, she enjoys antique shopping and spending time with her grandchildren.
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