Our Leadership

We’re Financial Strategists, Tax Advisors, Philanthropy Experts and Trust and Estate Authorities.

Edson L. [Ted] Bridges III, CFA®

Chief Executive Officer

Michael G. App

Executive Vice President

Felix B. Davidson

Chief Operating Officer

Brian R. Miles, J.D., CAP®

Senior Vice President

Megan M. McMurry, CPA, CFP®, CAP®

Senior Vice President

Nicholas A. Wilwerding, CFA®, CAP®

Senior Vice President

Shelby Bruckner, CFP™

Portfolio Manager

Deborah L. Grant

Vice President and Trust Officer

Brian M. Kirkpatrick, CFA®

Senior Vice President

Alicia Kettleson

Client Relationship Manager

Jennie Hudnall

Marketing Manager

Kelly Leeper

Vice President of Family Office Services

Sarah F. Murray, CFA®

Vice President of Investments

Miranda Nielsen, CTFA

Vice President of Client Services

Sarah Robak, CFA®

Portfolio Manager

Douglas R. Plahn, CFA®

Senior Vice President – Investment

Jenny Strako, CAP®

Vice President of Philanthropic Advisory Services

Nancy K. Dodge, CTFA

Vice President & Trust Officer

Margaret Lacey Doyle

Vice President & Trust Officer

Edson L. Bridges II, CFA®


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