Derek Elrod is a Partner at Bridgewealth Advisory Group and the Chairman of the Financial Planning Association of Central California. He received his undergraduate degree from Santa Clara University with a Bachelor of Science in Commerce with a focus on Finance, his Masters in Business and Administration from California State University Fresno, and a Masters in Financial Planning & Taxation from Golden Gate University. Derek is a Certified Financial Planner and also possesses a Series 7 securities license, a Series 66 license, and a California Life & Health Insurance license.

Derek enjoys spending time with his family and friends, golfing, and days at the lake. His family has a long agricultural history, so Derek continues to stay actively involved in the agriculture community in the Central Valley.

For investments that may possess a commission rather than a fee, Derek uses APW Capital, Inc., Member FINRA/SIPC. 100 Enterprise Drive, Suite 504, Rockaway, NJ 07866, 1-800-637-3211 If you would like to check the background of this investment professional, please click here: FINRA’s BrokerCheck

Joshua is a Partner at Bridgewealth Advisory Group and has worked extensively with high net worth clients to develop investment solutions that meet their goals through broad analysis concepts. Joshua has a thorough knowledge of wealth management solutions for both business and private clients. He began his career in 2000 at Paine Webber and since that time he has specialized in retirement plans for private companies as well as governmental entities. Joshua formerly served on the board of The Muscular Dystrophy Association (MDA) as well as the Cancer Society. He holds a series 7, 66 and insurance license as well as a degree in Business Administration from National University. Joshua resides in Clovis with his wife, Heather and three children Addison, Jordyn and Landis.

For investments that may possess a commission rather than a fee, Joshua uses APW Capital, Inc., Member FINRA/SIPC. 100 Enterprise Drive, Suite 504, Rockaway, NJ 07866, 1-800-637-3211 If you would like to check the background of this investment professional, please click here: FINRA’s BrokerCheck

Kevin Hook is a Partner at Bridgewealth Advisory Group. He was awarded the CERTIFIED FINANCIAL PLANNER™ certification in 2006. An alumnus of California State University, Fresno in 2001, he holds a BS in Corporate Finance. Kevin is an active member of the Financial Planning Association (FPA) and has served on the local chapter board as well.

A lifelong sports fan, Kevin appreciates the values of teamwork & commitment he developed while playing baseball at both Fresno State University & Loyola Marymount University. After college, he was drafted by the Montreal Expos and played with the organization for 3 years prior to his career in finance. He currently resides in Fresno with his wife Anna, and three children Sarah, Ryan and Benjamin.

For investments that may possess a commission rather than a fee, Kevin uses APW Capital, Inc., Member FINRA/SIPC. 100 Enterprise Drive, Suite 504, Rockaway, NJ 07866, 1-800-637-3211 If you would like to check the background of this investment professional, please click here: FINRA’s BrokerCheck

Anna is a Wealth Advisor at Bridgewealth Advisory Group. She assists Kevin Hook with his clients and helping with assisting in the many capacities of client management, planning, and directly working with Bridgewealth clients to achieve their financial goals & objectives.

She received her Bachelor of Science degree in Marketing from California State University Fresno. She has been a registered Financial Advisor since 2014 and enjoys working closely with clients in achieving their financial goals. She also obtained her General Securities Principal license and has experience overseeing operational, compliance, trading, and sales personnel. She holds a Series 7 securities license, a Series 66 license, and Series 24 license.

Anna enjoys traveling and spending time with her family and friends. She loves attending live concerts and being outdoors.

Tricia serves as the Operations Manager for Bridgewealth Advisory Group and is an integral part of daily operations.  She oversees the implementation, reporting, and oversight of the firm’s day-to-day back office information, financial, client reporting processes and systems.  This is a vital component to our client’s experience with the firm, and Tricia has become a valuable asset to the team. Tricia was born and raised in Clovis, CA and holds a bachelor’s degree in Business Management from Fresno Pacific University. Her prior work history has provided extensive experience in many valuable aspects of the financial industry such as accounting, human resources, financial analysis, and client communication. She has also obtained advanced training in Six Sigma proficiency capabilities and has acquired this certification as well. Tricia resides in Clovis with her husband Micah, and three children Gracie, Meadow and Talan.

Shannon is part of our client service team for Bridgewealth Advisory Group and is great with meeting client needs.  She is extremely focused and organized.  She likes working with people and enjoys keeping busy. Shannon was born in Castro Valley, CA and moved to Clovis, CA while still in primary school.  Before her role at Bridgewealth she had a long career in payroll, and customer service.  Shannon resides in Clovis with her husband David and daughter Vivian.

AnnMarie Hammack joins the Bridgewealth Advisory Group in client operations.  She serves with friendliness and strives to provide the highest level of customer service.  AnnMarie keeps our team organized and efficient, while also ensuring our clients’ satisfaction.  She has 20 years of financial services experience and has worked with several platforms of brokerage custodians.

AnnMarie enjoys the mountains and hiking.  Recently, she has begun bee keeping with several hives.  Her grown children live across the western states, giving her many places for travel.

Jill is part of the client services team for Bridgewealth Advisory Group.  She assists with operational and strategic client related needs and services.  Jill has lived in Fresno for over 30 years.  She holds a degree in Business Administration Management and has over 20 years of professional experience in the Healthcare and Financial industries.  Her background includes Hospital Administration, Project Management, Quality Improvement, Marketing and Communications, Operations Management and Business Development.  Jill enjoys spending time with her family and serves on several philanthropic and school boards.