Edson L. [Ted] Bridges III, CFA®
Chief Executive Officer
Our Leadership
We’re Financial Strategists, Tax Advisors, Philanthropy Experts and Trust and Estate Authorities.
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®
Principal