Our Financial Life Planners

Rick Roush, AIF ®

Financial Life Planner
Founder & Chief Investment Officer

Professional Experience

After more than 25 years of working with the largest national banks and broker dealers, Rick formed his own Registered Investment Advisor (RIA) firm in 2010 to provide unbiased, unconflicted advice for business owners, their families, and their company retirement plans.

It has been deeply woven into the fabric of our firm’s culture to genuinely care and feel compassion for our clients, their entire families, and the legacy which they have built and wish to leave behind. It is with unwavering passion and proven expertise that Rick delivers our clients with a complete, all-encompassing Financial Life Planning process to truly understand their core values, life goals, and financial objectives.

As an expert in employer-sponsored retirement plans, Rick works alongside business owners to optimize the plan’s benefits while eliminating its burdens. Through a meaningful discovery process, he guides the business owner to define the goals and expectations associated with offering a 401(k) plan to their valued employees. By collaborating with only the most experienced and trusted industry experts, he is able to provide our clients with a team of skilled advisors who work cohesively to deliver great value and support to the client.

Roush Investment Group honors a fiduciary standard to do only what is the absolute best for the client at all times. Rick 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 foster and promote a culture of fiduciary responsibility and professionalism.

 

 

Community and Professional Affiliations 

Personal

  • Rick has been married to Terree Roush for over 40 years
  • Has 4 wonderful children, 3 beautiful granddaughters, and 2 handsome grandsons
  • Enjoys flavours of fine wines, giving back to the community and playing golf with a 4-5 handicap
  • Mt. San Antonio College 1970-1971
  • US Army from 1971-1974
  • Advanced education for industry at Wharton
  • Merrill Lynch Princeton Campus
  • Certified Financial Manager

 

Our Professional Associates

Jessica Roush

Operations Manager

Professional Experience

Jessica was a vital part of the firm’s origination in 2010. She has since successfully developed and executed Roush Investment Group’s standard of care to continually meet and exceed client expectations. As the company’s Operations Manager, she ensures that all client needs are cared for with promptness and accuracy.

With a background in customer service and management, Jessica utilizes her experience to provide our family of valued clients with service that extends far beyond what is expected. Her natural compassion and kindness have truly allowed our firm to build deep and sincere relationships with our clients and their families.


Achievements and Affiliations

Personal

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Erin Cathcart 

Business Development Officer

Professional Experience

Erin joined Roush Investment Group in 2015 as the firm’s Business Development Officer. At 21-years-old, he began managing restaurants here in the Central Valley and continued prospering in that career path for over 20 years. Erin was instrumental in opening, and operating, many locations and styles of local restaurants while successfully overseeing large workforces. With such an extensive background in business development and hospitality, his transition to our firm was natural and fitting.

Erin’s professional background also includes proficiencies in event planning, HR management, payroll processes, labor analytics, profit and loss analytics, cost of goods controls, and the programming of Point of Sale systems.

Here at Roush Investment Group, Erin applies his expertise to our business development efforts such as lead generation, onboarding processes, and outward marketing strategies. It is with a positive outlook and a friendly demeanor that he interacts with our team and clients to build lasting relationships.

Personal

  • Erin married his wife, Ana Lucia, in 2016 and has a 15-year-old daughter.
  • Enjoys cooking and BBQing, watching his daughter participate in sports, and going to the movies.

 

Jamie Oakland 

Communications Coordinator

Professional Experience

Jamie Oakland has been with Roush Investment Group since January 2014. She began as a marketing intern and has grown within the firm to become its Communications Coordinator. Her responsibilities include developing, designing, and delivering all internal and external communications. Working as a customer experience manager for over 5 years, prior to joining the firm, allowed her to cultivate a passion for enhancing the client experience and providing excellent, personalized service.

Achievements and Affiliations

  • Bachelors of Science in Business Administration – Marketing
  • Marketing Communication Award 2015
  • Presented by Craig School of Business – Department of Marketing
  • Member – (FLYP) Fresno Leading Young Professionals
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Personal

  • In her free time, Jamie enjoys cooking and traveling with her husband, Eric
  • She also loves crafting and spending time with her younger siblings
  • California State University Fresno