Rick Roush, AIF, CPFA

Chief Investment Officer

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.


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Andy Wheeler

Senior Financial Advisor

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.


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Erin Cathcart, CPFA

Business Development Officer

As Business Development Officer, Erin stays on top of business trends and developments in support of the advisory team. When he cultivates new business opportunities, he works alongside advisors as a leader in educational trainings and events.

Erin holds the Certified Plan Fiduciary Advisor (CPFA) designation which signifies specialized knowledge of the fiduciary duty and a commitment to promote a culture of fiduciary responsibility and professionalism.

His career spans more than 15 years’ business experience with proven skills in accounting, customer service, event planning, personnel, and sales management. Erin earned his Associate of Arts in liberal arts, as well as dean’s list honors from Fresno City College.

A father and husband, Erin never misses his daughter’s sporting events, the opportunity to watch a marquee-worthy film, or command the family barbeque.



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Petrika Gjata

Research Analyst

Petrika Gjata graduated with a degree in Business Administration from Fresno Pacific University and enjoys building relationships with clients and business partners in our industry.

As a Research Analyst, Petrika works directly with our advisory team to research funds and investment models. His background in business marketing and finance affords him the knowledge to assist with portfolio analysis and reporting.

After hours, when he isn’t participating in his own friendly game of soccer, you will find Petrika rooting for Manchester United or enjoying a glass of Chardonnay.

 


miguel roush

Miguel Gamboa

Assistant Controller

Miguel Gamboa joined The Roush Group as Assistant Controller with over 20 years’ experience in business management and corporate accounting.

As Assistant Controller, Miguel is responsible for accounts payable and receivable and analyzing firm spending. He identifies cost savings solutions and manages the compensation structures for our advisory and sales teams.

In our 401(k) division, Miguel handles billing and receiving, organizing the financial structure of our collaborative partnerships.

On a personal note, Miguel values family time with his son and long-time girlfriend. When he isn’t on the golf course, Miguel enjoys light reading.