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.

Ted Bridges, CEO Bridges Trust

Edson L. [Ted] Bridges III, CFA®

CEO

D: [402] 504-6290

E: tbridges@bridgestrust.com

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CEO of Bridges Trust and head of the firm’s investment team as the Chief Investment Officer (CIO), Ted is responsible for leading the firm’s investment strategy, security research and portfolio management efforts.  He is also active in new business development.

Ted received a BA in Government and Economics from Dartmouth College and a JD from the University of Nebraska College of Law.  In his free time, Ted is involved in many community organizations, including serving on the boards of multiple charitable organizations.

Community Involvement

  • Abide Network
  • Business Ethics Alliance
  • CFA Society Nebraska
  • Duchesne Academy of the Sacred Heart
  • Dundee Presbyterian Church
  • Gretchen Swanson Center for Nutrition
  • Investment Council of America
  • Nebraska Bar Association
  • Nebraska Humane Society
  • Omaha-Lincoln Society of Financial Analysts

Michael G. App

Executive Vice President

D: [402] 504-6260

E: mapp@bridgestrust.com

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Mike is an Executive Vice President responsible for the firm’s family office services and is a member of the investment management team.  He works diligently to create meaningful solutions that meet the needs of family and foundation clients.

Mike holds a BS in Business Administration and Finance from Creighton University and actively invests his time and talents in the Omaha community.  He contributes to organizations such as Creighton Preparatory School Investment Committee and Maha Music Festival.

Community Involvement

  • American National Bank
  • Creighton Preparatory School
  • Hawkins Construction Company
  • Maha Music Festival
  • Omaha Community Foundation
  • St. Pius / St. Leo X School

William (Bill) C. Brown

D: [402] 504-9847

E: wbrown@bridgestrust.com

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William (Bill) is a Vice President and Trust Officer with Bridges Trust.  He provides expert trust and estate planning, as well as tax and wealth management counsel.  William came to Bridges Trust after a 33-year career as a private-practice attorney, in which he broadly practiced in financial aspects of the law.  

William earned his BGS and  JD degrees from the University of Iowa.  He is an active member in the Omaha and Nebraska State Bar Associations and is a director for Airlite Plastics Company.

Community Involvement

  • Airlite Plastics Company
  • Omaha and Nebraska State Bar Associations
Felix Davidson

Felix Davidson

D: [402] 361-2030

E: fdavidson@bridgestrust.com

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Felix Davidson is Chief Operating Officer for Bridges Trust and Investment Management.  Davidson is responsible for operations, technology, accounting and finance, compliance and human resources.

Felix earned his degree at the University of Nebraska at Lincoln and following his graduation he served as an officer in the United States Marine Corps for 6 years.

Nancy K. Dodge, CTFA®

D: [402] 504-6286

E: ndodge@bridgestrust.com

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Nancy is a Vice President and Trust Officer with Bridges Trust, which she  joined in 1980. Today, she manages the day-to-day operations of Bridges Investment Fund, Inc. and Bridges Investor Services, Inc. as the Secretary, Treasurer and Chief Compliance Officer.  Nancy oversees a number of client relationships and also serves on the portfolio management team.

Margaret Lacey Doyle

D: [402] 515-6795

E: mdoyle@bridgestrust.com

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Margaret (Margie) is a Vice President and Trust Officer for Bridges Trust Company of South Dakota.  She works closely with high net worth clients and their professional advisors to develop and implement innovative strategies in wealth management, wealth transfer, philanthropy and strategic planning.

Margie received a BS in Business Administration and an MPA from the University of South Dakota.  She is an active member of the National Association of Corporate Directors and the Financial Executive Institute.  She enjoys giving back to her community by volunteering her time with the University of South Dakota Foundation Board of Directors and UnityPoint Health.

Community Involvement

  • McCarthy LLC Group
  • St. Teresa of Calcutta Parish
  • UnityPoint Health – St. Luke’s Hospital
  • University of South Dakota Foundation

Deborah L. Grant

D: [402] 504-6252

E: dgrant@bridgestrust.com

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Deborah joined Bridges Trust in 1976 and today heads the firm’s client service department. She is the lead member of the Portfolio Management Committee, specializing in fixed income securities.

Brenda Keady

D: [402] 504-6251

E: bkeady@bridgestrust.com

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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 spending time with her husband.

Alicia Kettleson

D: [402] 504-6288

E: akettleson@bridgestrust.com

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Alicia is a Client Relationship Manager with Bridges Trust.  She joined the company in 2014 with more than five years of financial industry experience.  She uses her ability to listen and strategize with clients to further understand their needs.

Alicia earned a BS in Communication from the University of Nebraska at Omaha and is a member of the Business Ethics Alliance and the Omaha Chamber of Commerce.

Community Involvement

  • American Heart Association: Go Red for Women
  • Business Ethics Alliance
  • Omaha Chamber of Commerce

Brian M. Kirkpatrick, CFA®

D: [402] 504-6250

E: bkirkpatrick@bridgestrust.com

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Brian is the Chief Compliance Officer and a portfolio manager with Bridges Trust who joined the company in 1992.  His noncompliance-related responsibilities include individual securities research and portfolio management for individuals, corporate assets and charitable foundations.

Brian earned his BA in Business Administration with distinction from Pensacola Christian College.  He is actively involved in community organizations such as the CFA Society of Nebraska, Love Church and Abide Omaha.

Community Involvement

  • Abide Omaha
  • CFA Society of Nebraska
  • Love Church Omaha

Kelly Leeper

D: [402] 504-6259

E: kleeper@bridgestrust.com

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Kelly is an Accounting Manager in the Family Office Services team with Bridges Trust.  She is responsible for providing accounting, financial reporting and specialized financial analysis for the firm’s high net worth clients.

She earned her BS in Business Administration from Nebraska Wesleyan University.  Kelly has her CPA license and is a graduate of the ICAN Defining Leadership program and the Graduate School of Banking Financial Managers School.  Giving back to her community is very important, which is why she is a National Lutheran School Accreditation committee member, parochial school board member, and school and church volunteer.

Community Involvement

  • EducationQuest Foundation
  • National Lutheran School Accreditation

Megan M. McMurry, CPA, CFP®, CAP®

D: [402] 504-6256

E: mmcmurry@bridgestrust.com

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Megan is a Vice President of Client Services with Bridges Trust.  She works to help her clients identify and achieve their financial goals.

Megan received her BS in Accounting from Concordia University and an MS in Accounting from the University of New Orleans.  She is highly involved in the community in such organizations as the Accounting & Financial Women’s Alliance and Future Business Leaders of America.

Community Involvement

  • American Heart Association: Go Red for Women
  • American Institute of Certified Public Accounting
  • Basset and Beagle Rescue of the Heartland
  • Blair Community Schools Foundation
  • First Christian Church
  • Omaha Estate Planning Council
  • Omaha Venture Group

Brian R. Miles, J.D., CAP®

D: [402] 504-6253

E: bmiles@bridgestrust.com

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Brian is a Senior Vice President at Bridges Trust. His areas of expertise include estate planning, tax planning, philanthropic planning, wealth management, and trust and estate administration.

Brian earned a BS in Agribusiness with distinction from the University of Nebraska-Lincoln.  He holds a JD from the University of Nebraska at Lincoln College of Law. Brian is an active member of the Nebraska Bar Association, the Omaha Estate Planning Council and the Association for Corporate Growth – Nebraska Chapter.  Brian is involved in his community as a member of Divine Shepherd Lutheran Church, as an officer of the Herbert T. and Marian S. Weston Foundation, and a Director of Habitat for Humanity – Omaha.

Community Involvement

  • Association for Corporate Growth
  • Divine Shepherd Lutheran Church
  • Habitat for Humanity – Omaha
  • Herbert T. and Marian S. Weston Foundation
  • Nebraska Bar Association
  • Omaha Bar Association
  • Omaha Estate Planning Council

Sarah F. Murray, CFA®

D: [402] 361-2018

E: smurray@bridgestrust.com

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Sarah is a Vice President of Investments for Bridges Trust. Her responsibilities include every aspect of portfolio management to help clients achieve their goals.

Sarah earned a BBA with an emphasis in Finance from the University of Missouri at Kansas City, an MBA and a Master’s of Security Analysis and Portfolio Management (MSAPM) from Creighton University. Sarah is an active member of the CFA Society of Nebraska, the CFA Institute and is a TeamMates mentor.

Community Involvement:

  • CFA Institute
  • CFA Society of Nebraska
  • TeamMates Mentoring Program

Miranda Nielsen, CFTA®

D: [402] 504-9772

E: mnielsen@bridgestrust.com

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Miranda is a Vice President of Client Services with Bridges Trust.  Miranda has more than 17 years in the wealth management industry and enjoys building a rapport with her clients and collaborating to tailor solutions per their individual needs.

Miranda earned her BS in Business Administration from Bellevue University and graduated from ABA Trust Schools I, II and III with honors.  She is a Nebraska Children’s Home Society Trustee and also sits on the Development Committee for NCHS.

Community Involvement

  • Autism Society of Nebraska
  • Nebraska Children’s Home Society
  • Omaha Estate Planning Council

Douglas R. Plahn, CFA®

D: [402] 504-6248

E: dplahn@bridgestrust.com

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Doug joined Bridges Investment Management in 1993 with expertise in investment policy development, portfolio management and equity securities analysis. He is honored to be a trusted resource for his clients.

Doug earned his BS in business administration and accounting from the University of Nebraska-Lincoln.  He is actively involved in the CFA Society of Nebraska and is a member of St. Andrews United Methodist Church.

Community Involvement

  • CFA Society of Nebraska
  • St. Andrews United Methodist Church

Jenny Strako

D: [402] 504-3010

E: jstrako@bridgestrust.com

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Jenny is a Vice President and Philanthropic Advisor on the Family Office Services team at Bridges Trust.  She and the team offer a suite of specialized services that gives family office clients peace of mind. Jenny uses her 21 years of experience from both public charities and private foundations when implementing customized philanthropic strategies.

She earned her BS  in Business Management from the University of Nebraska at Omaha and holds a certification in fundraising management.  Jenny is an alum of Leadership for Life and is currently serving in a governor-appointed leadership role as commissioner for Serve Nebraska.

Community Involvement

  • American Heart Association: Go Red for Women
  • Leadership for Life
  • Serve Nebraska
  • St. Vincent de Paul Parish
Dan Walker

Dan Walker, CFA®

D: [402] 361-2033

E: dwalker@bridgestrust.com

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Dan is a Senior Analyst with Bridges Trust overseeing equity research, new idea generation and investment recommendations.

He earned his Bachelor of Fine Arts at the University of Evansville and his MBA in Applied Security Analysis from the University of Wisconsin-Madison.  Dan is actively involved in Heart Ministry Center as a member of the Board of Directors.

Community Involvement

  • Heart Ministry Center

Nicholas A. Wilwerding, CFA®

D: [402] 361-2057

E: nwilwerding@bridgestrust.com

Read More about Nicholas

Nick is the Senior Vice President of Bridges Trust, which he joined in 2017.  His responsibilities include portfolio and wealth management, security analysis and investment policy development, but his favorite part of the day is building and strengthening relationships with his clients.

Nick received a BS in business administration and finance from Creighton University.  Outside the office, he enjoys giving back to his community, volunteering with TeamMates Mentoring Program and St. Margaret Mary Catholic Church and School.

Community Involvement

  • Aksarben Floor Committee
  • CFA Institute
  • CFA Society of Nebraska
  • St. Margaret Mary Catholic Church and School
  • TeamMates Mentoring Program

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.