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 book of business and set out to pursue his sense of purpose.

He made a choice. And he chose to put his clients first.

We honor a fiduciary standard to do only what is the absolute best 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.

Rick embodies stewardship. He leads our clients to identifying personal and financial objectives and crafting financial plans that reflect these goals. 

He alleviates the stress and concern of writing the remaining chapters of your book of life. He worries, so you don’t have to.

Through this peace of mind, our clients gain the freedom to travel, run their business, and ultimately, enjoy their success.

Andy Wheeler

Andy Wheeler joined The Roush Group as Senior Financial Advisor in 2018 with over 18 years’ experience in the financial services industry. Andy is successful in guiding high-net-worth clients through life planning challenges, portfolio management, and estate planning with great care, diligence, and knowledge.

As Senior Financial Advisor, he is responsible for crafting financial plans, upholding our fiduciary standards, and delivering wealth management solutions through our Financial Life Planning process.

Andy and his wife, Cari, raise 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.