The Bridges Trust team is dedicated to helping our clients across multiple wealth advisory services, including investment management, wealth planning, trust and estate management, family office services and philanthropic consulting. We truly value each client relationship and look forward to instilling confidence that each one of our team members will manage their assets as if they were their own.

Our Leadership

Edson L. [Ted] Bridges III, CFA®

CEO, Co-Chair & CIO

Nicholas A. Wilwerding, CFA®, CAP®

President and Chief Operating Officer

Riley Hickman

Executive Vice President of Operations

Marietta Luellen, CAP®

Executive Vice President of Trust

Megan M. McMurry, CPA, CFP®, CAP®

Executive Vice President of Relationship Management

Michael McCarthy

Co-Chairman

Michael G. App, CAP®

Senior Vice President

Relationship Manager

Brian M. Kirkpatrick, CFA®

Senior Vice President

Relationship Manager

Douglas Plahn, CFA®

Senior Vice President

Relationship Manager

Jack Holmes, CFA®

Senior Vice President

Relationship Manager

Brett Lindstrom

Senior Vice President

Relationship Manager

Kelly Leeper

Vice President of Family Office Services

Family Office Services

Matthew Boyd

Vice President of Philanthropy

Philanthropy

Dan Walker, CFA

Research Director

Investments Team

Sarah F. Murray, CFA®, CIPM®

Vice President of Investments

Investments Team

Brian R. Miles, J.D., CAP®

Senior Vice President

Trust & Estate Planning

Miranda Nielsen, CTFA

Vice President, Trust Officer

Trust & Estate Planning

Heidi Coatsworth

Trust Officer

Trust & Estate Planning

Shelby Bruckner, CFP®

Senior Portfolio Manager

Client Services

Samantha Rathje, CPA

Client Service Manager

Client Services

Sarah Robak, CFA®

Portfolio Manager

Client Services

Matthew Eglseder, CFP

Portfolio Analyst

Client Services

John Darwin

Portfolio Analyst

Client Services

AJ Andresen

Portfolio Analyst

Client Services

Brenda Anderson

Client Service Manager

Client Services

Brenda Henzel

Client Service Manager

Client Services

Alicia Kettleson

Client Services Manager

Client Services

Deborah L. Grant

Vice President and Trust Officer

Client Services

Nancy K. Dodge, CTFA

Vice President & Trust Officer

Client Services

Stacey Buechler

Human Resources Director

Human Resource

Jennie Hudnall

Marketing Director

Marketing

You are now leaving Bridges Trust.

Click here to continue