Edson L. [Ted] Bridges III, CFA®
Chief Executive Officer
Our Leadership
We’re Financial Strategists, Tax Advisors, Philanthropy Experts and Trust and Estate Authorities.
Edson L. Bridges II, CFA®
Principal
William [Bill] C. Brown
Vice President & Trust Officer
Nancy K. Dodge, CTFA
Vice President & Trust Officer
Margaret Lacey Doyle
Vice President & Trust Officer
Deborah L. Grant
Vice President and Trust Officer
Jennie Hudnall
Marketing Manager
Alicia Kettleson
Client Relationship Manager
Brian M. Kirkpatrick, CFA®
Senior Vice President
Kelly Leeper
Vice President of Family Office Services
Sarah F. Murray, CFA®
Vice President of Investments
Miranda Nielsen, CTFA
Vice President of Client Services
Douglas R. Plahn, CFA®
Senior Vice President – Investment
Jenny Strako
Vice President & Philanthropic Advisor