Megan McMurry, CPA, CFP®, CAP®

Executive Vice President of Relationship Management

Megan holds the title of Executive Vice President of Relationship Management at Bridges Trust, where her role is focused on fostering relationships and leading the Financial Planning team. Megan leverages her knowledge to provide guidance to clients seeking wealth planning and investment services.

Megan received her Bachelor of Science in Accounting from Concordia University and an MS in Accounting from the University of New Orleans. She earned her Certified Public Accounting (CPA) certificate in 2008, her Certified Financial Planner™ certificate in 2015 and her Chartered Advisor in Philanthropy^® (CAP^®) certificate in 2018, and she has passed Level 1 of the Chartered Financial Analyst^® designation.

Megan’s community involvement includes the Accounting & Financial Women’s Alliance, American Institute of Certified Public Accounting, Basset & Beagle Rescue of the Heartland, Financial Planning Association of Nebraska, Nebraska Society of Certified Public Accounts, Omaha Estate Planning Council, and Salvation Army of Omaha.