Derek Elrod, CFP®
Derek Elrod is a Partner at Bridgewealth Advisory Group and the President of the Financial Planning Association of Central California. He received his undergraduate degree at 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 has 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
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 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
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
Tricia serves as the Operations Manager for Bridgewealth Advisory Group and is an integral part of daily operations. She assists client service related tasks that are extremely important to our clients. 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.
Joanne has been in the Financial Industry since 2002 and brings with her 17 years of client service expertise. She became a Notary Public in 2015 to add another way to assist with client needs. Joanne was born and raised in Selma, CA. She currently lives in Fresno, CA where she resides with her husband Joseph and raised her two daughters Brittni and Amber.
Elizabeth is a seasoned Executive Assistant with over 14 years of experience providing administrative support to executive teams. Having held management positions in the finance, software and medical fields, Elizabeth is able to tailor her expertise to meet the needs of various execs. This experience has provided her with valuable skills that she uses daily in ensuring that executive and client demands are met. Elizabeth was born and raised in San Diego, CA and graduated from Kaplan College. In her spare time, she enjoys hiking and traveling. Elizabeth resides in Fresno with her husband Floyd.