Megan M. 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, the American Institute of Certified Public Accounting, Basset & Beagle Rescue of the Heartland, the Financial Planning Association of Nebraska, the Nebraska Society of Certified Public Accountants, the Omaha Estate Planning Council, and the Salvation Army of Omaha.
The Team
Get to know us.
Matt Eglseder, CFP®, RICP®
Portfolio Analyst
Matthew (Matt) Eglseder is a Portfolio Analyst with Bridges Trust. His responsibilities include Financial Panning and Portfolio Management for many of the firm’s clients.
Matt received his BS in Finance from Creighton University with a concentration in Financial Analysis and Financial Planning. He earned his Certified Financial Planner™ certificate in 2019 and his Retirement Income Certified Professional (RICP®) certification in 2021 and is a part of the Financial Planning Association (FPA) of Nebraska. In his free time, Matt enjoys playing tennis, running, and being outside.
Sam Rathje, CPA, CFP®
Client Service Manager
Sam is a Client Service Manager for Bridges Trust. Her background in client service provides her with the knowledge of what it takes to build trusted client relationships, something she greatly enjoys as a member of the Bridges Team.
Sam received her Bachelor of Science in Accounting from the University of Nebraska-Lincoln and earned her Certified Public Accountant (CPA) designation in 2013. She passed her FINRA Series 65 License (Uniform Investment Adviser Law) exam in 2021. Outside of the office, Sam contributes to People’s City Mission in Lincoln, as well as Capital Humane Society, and enjoys spending time outdoors.
Caitlyn Marshall
Relationship Associate
Caitlyn Marshall works as a Relationship Associate for Bridges Trust and collaborates with the client service team to deliver high-quality fiduciary services. Her responsibilities include ensuring client satisfaction by addressing issues, communicating client needs to partners, and developing advisory relationships with clients. Caitlyn earned a degree in Public Relations and Advertising from the University of Nebraska, Lincoln and has previous experience in c-suite administration and client service management. Her background and skillset equip her to effectively support Bridges Trust teams and clients specifically supporting Relationship Manager, Megan McMurry. Caitlyn’s professional approach is focused on providing clear and confident communication to the clients of Bridges Trust making her a valuable asset to Bridges Trust and clients alike.