Team Showcase
September 11, 2020
by
Derek Elrod, CFP®

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[…]

Read More
September 11, 2020
by
Joshua Carpenter

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[…]

Read More
September 11, 2020
by
Kevin Hook, CFP®

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[…]

Read More
April 26, 2020
by
Tricia Kaye

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[…]

Read More
October 15, 2019
by
Shannon Camp

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[…]

Read More
April 26, 2018
by
Jill Grootendorst

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[…]

Read More
April 25, 2018
by
AnnMarie Hammack

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[…]

Read More