Our team of experienced wealth management professionals provides strategic guidance and analysis to a broad base of high net worth clients, individuals, business owners, endowments and foundations. Our investment management, tax, trust, estate and philanthropy experts develop innovative strategies to maximize your wealth after taxes and across generations.

Edson L. [Ted] Bridges III, CFA


D: [402] 504-6290

E: tbridges@bridgestrust.com

Read More about Ted

Ted Bridges approaches life and work with joyful passion. He enjoys everything about investing: developing portfolio strategy, doing company research and portfolio management and communicating with clients. Ted loves to connect people. As head of the Firm’s investment team, Ted is responsible for leading the Firm’s investment strategy, security research and portfolio management efforts, and he is also active in new business development.

Education/Licenses & Credentials
BA in Government and Economics, Dartmouth College
J.D., University of Nebraska College of Law
Chartered Financial Analyst (CFA)

Areas of Expertise
Capital Markets Strategy and Valuation
Investment Policy Development
Portfolio Management
Equity Securities Analysis

Community Involvement
Ted believes strongly in sharing his time and talent with the Omaha community through active involvement in the following organizations:

  • CFA Society Nebraska, Past President
  • Omaha-Lincoln Society of Financial Analysts, Past President
  • Investment Council of America, Member
  • Nebraska Bar Association, Member
  • Abide Network, Board Member
  • Dundee Presbyterian Church, Elder
  • Gretchen Swanson Center for Nutrition, Chairman of the Board
  • Duchesne Academy of the Sacred Heart, Board Member
  • Nebraska Humane Society, Past Board Member and Chairman
  • Business Ethics Alliance, Trustee

When Ted’s not in the office or on the road visiting clients and companies, he enjoys playing pick-up basketball, golfing, walking his dogs, eating great food, reading classic investing books, listening to good music and going to baseball games.

Michael G. App

Executive Vice President

D: [402] 504-6260

E: mapp@bridgestrust.com

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Mike App has extensive experience in family office services and investment management of both publicly traded and private equity portfolios. A desk jockey in the banking and investment industries since college, he finds fulfillment helping families and foundations create, safeguard and position wealth to accomplish goals. Mike is responsible for family office services, investment management operations, wealth creation and preservation, and is actively involved in new business development.

BSBA in Finance, Creighton University

Areas of Expertise
Family Office Management, Investment Advisory, Consulting and Management Services, Portfolio Management and Wealth Creation

Community Involvement
Mike enriches the Omaha community by actively investing his time and talents in the following organizations:

  • American National Bank
  • Hawkins Construction
  • Creighton Prep High School Investment Committee
  • Maha Music Festival
  • St. Pius / St. Leo X School

When Mike is not in the office or spending time with clients, he enjoys eating ice cream at his wife’s shop, eCreamery, in the Dundee neighborhood of Omaha, traveling and eating out with his wife and friends, trying to keep up with his two young sons, fly fishing and playing tennis.

Nancy K. Dodge, CTFA

D: [402] 504-6286

E: ndodge@bridgestrust.com

Read More about Nancy

Nancy Dodge began her career with Bridges in 1980. Since that time she has worked in the areas of research, client accounting, equity trading and customer service. Today, Nancy manages the day to day operations of Bridges Investment Fund, Inc. and Bridges Investor Services, Inc. while serving on the portfolio management team and overseeing new business relationships.

Nancy and her husband, Wes, enjoy a variety of spectator sports, gardening and spending time with family and friends.

Margaret Lacey Doyle

D: [402] 515-6795

E: mdoyle@bridgestrust.com

Read More about Margie

Margie started her career with a national public accounting firm specializing as a tax specialist. Subsequent financial positions included corporate treasurer for publicly traded company, chief financial officer for private equity firm and consultant for her own independent financial services company. Her extensive financial experience is also beneficial to several boards on which she serves as a director. Margie resides in Dakota Dunes, SD and is Vice President and Trust Officer for Bridges Trust Company of South Dakota.

BS in Business Administration, University of South Dakota
MPA, University of South Dakota

Licenses & Credentials
Certified Public Accountant (inactive license status)
Member, National Association of Corporate Directors (NACD)
Member, Financial Executives Institute (FEI)

Community Involvement
University of South Dakota Foundation Board of Directors
McCarthy Group, LLC Board of Directors, Audit Committee Chair
UnityPoint Health/ St. Luke’s Hospital Volunteer Program
St. Teresa of Calcutta Parish, Dakota Dunes, SD

In her free time, Margie enjoys reading, biking, snow skiing and traveling. She is learning to play golf although she can’t admit to enjoying that much yet. She is a loyal fan of USD Coyotes athletic teams.

Deborah L. Grant

D: [402] 504-6252

E: dgrant@bridgestrust.com

Read More about Debby

Debby joined the Firm in 1976 and has since become a leader within the areas of client accounting, trading and client service. She heads the firm’s client service department and is the lead member of the Portfolio Management Committee, specializing in fixed income securities.

Brenda Keady

D: [402] 504-6251

E: bkeady@bridgestrust.com

Read More about Brenda

Brenda Keady brings more than 15 years of client service and management experience to Bridges Trust. This experience gives Brenda the insight she needs to help implement effective solutions to client needs and objectives. Brenda is passionate about providing an exceptional experience for clients of the firm and always has the best interest of her clients at heart.

When Brenda is not assisting clients, she works to make our community better by fundraising for animal rescues. In her free time she enjoys walking her two golden retrievers, exercising, traveling and sipping a good glass of wine with her husband.

Alicia Kettleson

D: [402] 504-6288

E: akettleson@bridgestrust.com

Read More about Alicia

Alicia Kettleson joined Bridges in May 2014. After receiving her degree in communications from the University of Nebraska Omaha, Alicia has worked for several other investment companies in Omaha.

Alicia enjoys spending time with her family, coaching volleyball, boating and visiting her family cabin.

Brian M. Kirkpatrick, CFA

D: [402] 504-6250

E: bkirkpatrick@bridgestrust.com

Read More about Brian

Brian Kirkpatrick grew up in Benson before it was cool. He took his first job out of college with Bridges Investment Management in 1992. During the course of his career here, Brian has worked in accounting, research, technology, operations and compliance. His favorite part of his work is helping clients enjoy their lives without having to worry about money.

When Brian’s not crunching numbers, he enjoys playing golf and other outdoor sports, exercising, traveling, landscaping and spending time with his family. Brian and his son especially enjoy trying and making their own new seafood dishes every week, while his daughter, who prefers chicken, attends dance.

Education/Licenses & Credentials
BA with Distinction in Business Administration, Pensacola Christian College
Chartered Financial Analyst (CFA)
Series 65

Areas of Expertise
Securities Research
Portfolio Creation
Wealth Management for Individuals and Foundations / Charitable Endowments

Community Involvement
CFA Society of Nebraska
Abide Omaha

Kelly Leeper

D: [402] 504-6259

E: kleeper@bridgestrust.com

Read More about Kelly

Straight out of college, Kelly Leeper began her career working at a high net worth family office in San Francisco. She learned first-hand the needs of high net worth clients and the importance to tailor her work to each family member’s unique circumstances. Since then she honed her accounting and financial reporting skills while working for an international public accounting firm, a private equity firm and a community bank.

Kelly’s hard work and dedication comes through when she works closely with her clients to manage their fiscal affairs and enhance their lives.

Giving back to others is important to Kelly, which she does by serving as a board member of Education Quest Foundation, Teammates mentor, and being active in her local parochial school and church.

In her free time, Kelly enjoys spending time with family and friends, traveling and helping out on the family farm.

Megan McMurry, CPA, CFP®, CAP®

D: [402] 504-6256

E: mmcmurry@bridgestrust.com

Read More about Megan

With the exception of a brief stint as a regional specialist in financial planning for a brokerage firm, Megan McMurry has spent many moons with the Bridges companies; initially we were one of her accounting clients when she worked as a Certified Public Accountant (CPA) at a regional firm for nearly a decade, and now as a Vice President of Client Services, where she enjoys helping clients identify and achieve their financial goals.

Education/Licenses & Credentials

MS in Accounting – Taxation Option, University of New Orleans
BS in Accounting and Business Administration, Concordia University, Seward
Certified Public Accountant, Nebraska
Accredited Wealth Management Advisor

Areas of Expertise

  • Wealth Management
  • Tax Planning
  • Estate Planning
  • Multigenerational Planning
  • Philanthropic Planning
  • Financial Planning
  • Insurance Planning

Community Involvement

Giving back matters to Megan and she shows it by being actively involved with the following organizations:

  • Accounting & Financial Women’s Alliance
  • Basset and Beagle Rescue of the Heartland
  • Blair Community Schools Foundation
  • First Christian Church
  • Future Business Leaders of America
  • Omaha Estate Planning Council

When she’s away from her responsibilities at Bridges Trust, Megan loves to be on the go! Chasing after her daughter, fishing with her husband, taking their dogs to the park, vacationing with extended family, and experimenting with her garden round out her top five favorite things to do.

Brian R. Miles, J.D., CAP®

D: [402] 504-6253

E: bmiles@bridgestrust.com

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Growing up on a farming and ranching operation in the Nebraska Sandhills has given Brian a true appreciation for hard work, integrity and dedication to getting the job done. Whether he’s decoding a complex estate plan for maximum tax efficiency or enduring a grueling workout, Brian definitely enjoys a challenge. Since joining Bridges, Brian has immersed himself in all aspects of wealth management, estate and tax planning, philanthropic planning and trust and estate administration. A zeal for finding the best way to accomplish clients’ financial goals complements Brian’s extensive knowledge of all things tax, trust and estate related.

Education/Licenses & Credentials
BS with Distinction in Agribusiness, University of Nebraska-Lincoln
J.D., University of Nebraska College of Law
Nebraska State Bar Association Leadership Academy Graduate
Chartered Advisor in Philanthropy (CFP®)

Areas of Expertise
Estate Planning
Tax Planning
Wealth Management
Trust and Estate Administration

Community Involvement
Brian belongs to the Nebraska Bar Association and the Omaha Bar Association, and is an officer of the Herbert T. and Marian S. Weston Foundation. Brian and his wife are also active members of Divine Shepherd Lutheran Church.

Brian is also an active member of the Omaha Estate Planning Council and the Association for Corporate Growth.

When Brian is not working, he enjoys playing sports with his three children, reading, traveling and working out at Kosama and IThinkFit gym with his wife.

Sarah F. Murray, CFA

D: [402] 361-2018

E: smurray@bridgestrust.com

Read More about Sarah

Sarah Murray brings an indomitable work ethic and unwavering commitment to client ethics to her role as Vice President of Trust and Client Service for Bridges Trust. She is passionate about achieving positive outcomes for our clients, across every aspect of their portfolios and fully embraces the team approach to client service that Bridges Trust embodies.

In addition to holding the Chartered Financial Analyst (CFA) designation, Sarah has a BBA in Finance, an MBA and a Masters of Security Analysis and Portfolio Management. In addition to her professional interests, Sarah enjoys volunteering as a TeamMates Mentor at Mary Our Queen Catholic School.

BBA in Finance, University of Missouri at Kansas City
MBA, Creighton University
MSAPM, Creighton University

Licenses & Credentials
Chartered Financial Analyst (CFA)

Areas of Expertise
Portfolio Management
Sub-Advisor Research and Due Diligence
Client Service

Community Involvement
TeamMates Mentoring
CFA Society of Nebraska
CFA Institute

When Sarah’s not striving to provide superior client service, she enjoys spending time with her family, baking, and playing softball, which she played competitively through age 18 and then coached for eight years.

Douglas R. Plahn, CFA

D: [402] 504-6248

E: dplahn@bridgestrust.com

Read More about Doug

Doug Plahn joined Bridges in 1993 fresh out of college. In the nearly quarter century he has since spent with our firm, Doug has earned his CFA designation, served as a member of the Bridges Investment Committee, headed up the Accounting department and managed portfolios for both individuals and charitable organizations.

He truly considers it an honor to be a trusted resource for clients and counts the opportunity to develop relationships and implement investment policy for multiple generations of families as the aspect of working at Bridges Trust that he most enjoys. When he’s not helping clients, he finds joy in traveling with his family, sports related activities and spending time with his children.

Education/Licenses & Credentials
BSBA in Accounting, University of Nebraska Lincoln
Chartered Financial Analyst (CFA)
Series 65

Areas of Expertise
Investment Policy Development
Portfolio Management
Equity Securities Analysis

Community Involvement
CFA Society of Nebraska

Nicholas A. Wilwerding, CFA

D: [402] 361-2057

E: nwilwerding@bridgestrust.com

Read More about Nicholas

Nick Wilwerding brings a genuine passion for designing and executing sophisticated investment strategies to his role as Senior Vice President with Bridges Trust. He enjoys being part of a team that delivers excellent service to clients through diligence and investment experience. Honest and authentic to the core, Nick considers it personally rewarding to build long-lasting trusted relationships with clients.

Nick holds the Chartered Financial Analyst (CFA) designation and a BSBA in Finance. In addition to his professional interests, he enjoys volunteering with the TeamMates Mentoring Program and St. Margaret Mary Catholic Parish and School.

BSBA in Finance, Creighton University

Licenses & Credentials
Chartered Financial Analyst (CFA)

Areas of Expertise
Portfolio Management
Wealth Management
Security Analysis
Investment Policy Development

Community Involvement
CFA Institute
CFA Society of Nebraska
AKSARBEN Floor Committee
TeamMates Mentoring Program
St. Margaret Mary Catholic Parish and School

When Nick is not working diligently to deliver sound investment expertise to clients, he enjoys spending time with his wife Melanie and their children as well as reading, cooking and engaging in outdoor activities.

Edson L. Bridges II, CFA

D: [402] 397-4700

E: ebridges@bridgestrust.com

Read More about Edson

Edson joined Bridges in 1959 after completing his secondary education at Deerfield Academy and receiving a degree in Business Administration from the University of Nebraska. Edson also received his MBA from the Harvard University Graduate School of Business Administration. He received his CFA designation in 1967 and has headed Bridges Investment Counsel, Inc. since 1970. Edson is a member of the Omaha-Lincoln Society of Financial Analysts and of the Investment Counsel of America. Edson is very active in the community serving as a director or member of various charitable, civic and corporate boards and organizations.