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

Our Leadership

Edson L. [Ted] Bridges III, CFA®

Chief Executive Officer

Michael McCarthy

Co-Chairman

Nicholas A. Wilwerding, CFA®, CAP®

Executive Vice President

Megan M. McMurry, CPA, CFP®, CAP®

Senior Vice President

Felix B. Davidson

Chief Operating Officer

Michael G. App, CAP®

Senior Vice President

Relationship Manager

Brian M. Kirkpatrick, CFA®

Senior Vice President

Relationship Manager

Douglas R. Plahn, CFA®

Senior Vice President

Relationship Manager

Jack Holmes, CFA®

Senior Vice President

Relationship Manager

Jenny Strako, CAP®

Vice President of Philanthropy Services

Philanthropy

Kelly Leeper

Vice President of Family Office Services

Family Office Services

Sarah F. Murray, CFA®

Vice President of Investments

Investments Team

Brian R. Miles, J.D., CAP®

Senior Vice President

Trust & Estate Planning

Lisa Wellendorf

Trust Officer

Trust & Estate Planning

Miranda Nielsen, CTFA

Vice President, Trust Officer

Trust & Estate Planning

Heidi Coatsworth

Trust Officer

Trust & Estate Planning

Kim Moore

Trust & Estate

Trust & Estate Planning

Shelby Bruckner, CFP®

Portfolio Manager

Client Services

AJ Andresen

Portfolio Analyst

Client Services

Sarah Robak, CFA®

Portfolio Manager

Client Services

Matthew Eglseder, CFP

Portfolio Manager

Client Services

Alicia Kettleson

Client Services Manager

Client Services

Deborah L. Grant

Vice President and Trust Officer

Client Services

John Darwin

Client Service Manager

Client Services

Nancy K. Dodge, CTFA

Vice President & Trust Officer

Client Services

Brenda Henzel

Client Service Manager

Client Services

Brenda Anderson

Client Service Manager

Client Services

Samantha Rathje, CPA

Client Service Manager

Client Services

Deb Ausdemore

Client Service Manager

Client Services

Jennie Hudnall

Marketing Manager

Marketing

Megan M. McMurry, CPA, CFP®, CAP®

Senior Vice President

Relationship Manager

Nicholas A. Wilwerding, CFA®, CAP®

Executive Vice President

Relationship Manager

Felix B. Davidson

Chief Operating Officer

Operations

Edson L. [Ted] Bridges III, CFA®

Chief Executive Officer

Leadership

Michael McCarthy

Co-Chairman

Leadership

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