Edson L. [Ted] Bridges III, CFA®
Chief Executive Officer
Our Leadership
We’re Financial Strategists, Tax Advisors, Philanthropy Experts and Trust and Estate Authorities.
Edson L. Bridges II, CFA®
Principal
William [Bill] C. Brown
Vice President & Trust Officer
Nancy K. Dodge, CTFA®
Vice President & Trust Officer
Margaret Lacey Doyle
Vice President & Trust Officer
Deborah L. Grant
Client Services
Alicia Kettleson
Client Relationship Manager
Brian M. Kirkpatrick, CFA®
Chief Compliance Officer
Kelly Leeper
Accounting Manager
Sarah F. Murray, CFA®
Vice President of Investments
Miranda Nielsen, CTFA®
Vice President of Client Services
Douglas R. Plahn, CFA®
Senior Vice President – Investment
Jenny Strako
Vice President & Philanthropic Advisor