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.
AIF®, CPFA
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:
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.
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
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.