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Matthew E

CFP®, Series 63, Series 66

Omaha, NE

Bridges Investment Management Inc

Matthew Eglseder is a CFP® with eight years of industry experience, currently serving as an advisor at Bridges Investment Management, Inc. in Omaha, NE. His prior experience includes roles at RBC Capital Markets, TD Ameritrade, and Tributary Capital Management. He is also a director of the Financial Planning Association of Nebraska. Bridges Investment Management is a multi-team registered investment adviser managing approximately $11.3 billion. The firm provides investment management, financial planning, pension consulting, and related services to a wide range of clients, employing a client-driven process with a long-term, fundamental analysis approach.

Private / alternative investments Active portfolio management Options & derivatives strategies Founder/Business Owner
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Kimberly H

Series 65

Omaha, NE

Bridges Investment Management Inc

Kimberly Hanson is a financial advisor at Bridges Investment Management Inc with one year of industry experience. She previously worked at Artisan Partners for eight years and spent four years at Marquette University. Hanson also serves as a Client Service Associate at Bridges Trust Company, assisting with account opening and documentation. Bridges Investment Management, Inc. is a multi-team registered investment adviser managing approximately $11.3 billion, offering investment management, financial planning, pension consulting, and related services to a diverse client base including individuals, families, trusts, and institutions. The firm employs a client-driven process focused on long-term fundamental analysis and provides a range of portfolio strategies along with fiduciary services for retirement plans.

Private / alternative investments Active portfolio management Options & derivatives strategies Founder/Business Owner
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Michael A

Series 65

Omaha, NE

Bridges Investment Management Inc

Michael App is a financial advisor at Bridges Investment Management Inc with 11 years of industry experience. He holds a Series 65 designation and has been with Bridges since 2017, following a year as a self-employed consultant at Firetaft LLC. Outside of his advisory role, he serves on several boards including American National Bank, Tetrad Corporation, and is involved with the Maha Festival, a nonprofit music festival, as treasurer and advisory committee member. Bridges Investment Management is a multi-team registered investment adviser managing approximately $11.3 billion, serving individuals, families, trusts, foundations, corporations, retirement plans, and private funds. The firm employs a client-driven process focused on long-term fundamental analysis and offers a range of investment and operational services, including fiduciary advice on retirement rollovers and management of proprietary investment vehicles.

Private / alternative investments Active portfolio management Options & derivatives strategies Founder/Business Owner
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Connor P

CFA®, Series 65

Omaha, NE

Bridges Investment Management Inc

Connor Pugno is a CFA® charterholder with five years of industry experience, currently serving at Bridges Investment Management Inc. He has worked at Bridges since 2018, with prior experience at Westwood Holdings Group, Mutual of Omaha, Dundee Venture Capital, and Creighton University. Outside of his advisory role, he is a board member of Circle Theatre Omaha, a nonprofit focused on arts programming. Bridges Investment Management, Inc. is a multi-team registered investment adviser managing approximately $11.3 billion. The firm provides discretionary and non-discretionary investment management, financial planning, and pension consulting services to a diverse client base, employing a client-driven process that emphasizes long-term fundamental analysis and offers a range of portfolio strategies as appropriate.

Private / alternative investments Active portfolio management Options & derivatives strategies Founder/Business Owner
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Charles P

Series 65

Omaha, NE

Bridges Investment Management Inc

Charles Pugsley V is a financial advisor at Bridges Investment Management Inc with a Series 65 credential and one year of industry experience. His prior work includes roles at First National Bank of Omaha and Creighton University. Bridges Investment Management Inc is a multi-team registered investment adviser managing approximately $11.3 billion and offering investment management, financial planning, pension consulting, and related services to a diverse client base including individuals, foundations, corporations, and retirement plans. The firm employs a client-driven, long-term approach based on fundamental analysis and provides a range of portfolio strategies alongside adviser selection, educational workshops, and philanthropic support through its donor-advised fund.

Private / alternative investments Active portfolio management Options & derivatives strategies Founder/Business Owner
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Samantha R

CFP®, Series 65

Omaha, NE

Bridges Investment Management Inc

Samantha Rathje is a CFP®-certified financial advisor with Bridges Investment Management Inc. in Omaha, NE, bringing five years of industry experience. Prior to joining Bridges in 2021, she worked six years at Lincoln Mattress & Furniture Company. Outside of her advisory role, she is involved as a distributor of essential oils and as a beauty influencer for personal care products. Bridges Investment Management is a multi-team registered investment adviser managing approximately $11.3 billion in assets, offering investment management, financial planning, pension consulting, and related services to a diverse client base including individuals, families, trusts, and institutional investors. The firm employs a client-driven, long-term investment process grounded in fundamental analysis and provides various fiduciary and operational services, including advisory roles for proprietary vehicles and affiliated trust companies.

Private / alternative investments Active portfolio management Options & derivatives strategies Founder/Business Owner
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Blake G

Series 66

Omaha, NE

Bridges Investment Management Inc

Blake Gunderson is a Series 66 registered financial advisor with Bridges Investment Management Inc in Omaha, NE, bringing four years of industry experience. Prior to joining Bridges in 2024, he worked at AllianceBernstein, U.S. Bank, The First National Bank in Sioux Falls, and the South Dakota Division of Banking. Outside of his advisory role, Gunderson is a minority owner of a jewelry store. Bridges Investment Management is a multi-team registered investment adviser managing approximately $11.3 billion, serving individuals, families, trusts, foundations, corporations, retirement plans, and private funds. The firm employs a client-driven, long-term investment process with fundamental analysis and offers a range of portfolio strategies, as well as trustee and custodial services through its affiliated trust companies.

Private / alternative investments Active portfolio management Options & derivatives strategies Founder/Business Owner
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Jillian Y

CFP®, Series 66

Omaha, NE

Bridges Investment Management Inc

Jillian Ylo is a CFP® with six years of industry experience currently serving at Bridges Investment Management Inc. She previously worked at The Vanguard Group and has experience in public speaking. Ylo also holds a role as an officer at Bridges Trust Company, focusing on investment research and analysis. Bridges Investment Management, Inc. is a multi-team registered investment adviser managing approximately $11.3 billion, offering investment management, financial planning, pension consulting, and related services to a diverse client base including individuals, families, trusts, foundations, corporations, and retirement plans. The firm employs a client-driven approach with long-term, fundamental analysis-based strategies and is affiliated with trust companies and proprietary investment vehicles.

Private / alternative investments Active portfolio management Options & derivatives strategies Founder/Business Owner
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Nicholas W

CFA®, Series 63, Series 65

Omaha, NE

Bridges Investment Management Inc

Nicholas Wilwerding is a CFA charterholder with 20 years of experience in the financial industry, currently serving at Bridges Investment Management, Inc. He previously worked at Foreside Fund Services, LLC and Westwood Holdings Group, Inc. Wilwerding holds executive roles including CEO and president at affiliated trust companies and serves on various boards, including a hospital and an educational institution. He is also involved with the Creighton University Endowment Investment Committee. Bridges Investment Management, Inc. is a multi-team registered investment adviser managing approximately $11.3 billion, offering investment management, financial planning, pension consulting, and related services to a diverse client base. The firm employs a client-driven, long-term investment approach primarily based on fundamental analysis and is distinguished by its operational affiliations with state-chartered trust companies and proprietary investment vehicles.

Private / alternative investments Active portfolio management Options & derivatives strategies Founder/Business Owner
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Bryson F

Series 65

Omaha, NE

Bridges Investment Management Inc

Bryson Freeberg is a financial advisor at Bridges Investment Management Inc. He holds a Series 65 designation and has two years of industry experience. Prior to joining Bridges, he worked at Omaha National and the Crary Huff Law Firm. Bridges Investment Management, Inc. is a multi-team registered investment adviser managing approximately $11.3 billion, providing investment management, financial planning, pension consulting, and related services to a wide range of clients including individuals, families, trusts, foundations, and institutional investors. The firm employs a client-driven, long-term investment approach based on fundamental analysis and offers operational oversight, proprietary investment vehicles, and philanthropic support services.

Private / alternative investments Active portfolio management Options & derivatives strategies Founder/Business Owner
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Brenda A

Series 66

Omaha, NE

Bridges Investment Management Inc

Brenda Anderson is a financial advisor with Bridges Investment Management Inc in Omaha, NE, holding a Series 66 designation and 21 years of industry experience. Her prior roles include positions at Quasar Distributors, LLC, WealthPLAN Partners, LLC, and Securities America, Inc. She also serves as an officer and customer service signatory for Bridges Trust Company. Bridges Investment Management, Inc is a multi-team registered investment adviser managing approximately $11.3 billion. The firm provides discretionary and non-discretionary investment management, financial planning, pension consulting, and related services to a wide range of clients, employing a client-driven process focused on long-term, fundamental analysis-based investment strategies.

Private / alternative investments Active portfolio management Options & derivatives strategies Founder/Business Owner
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Douglas P

CFA®, Series 65

Omaha, NE

Bridges Investment Management Inc

Douglas Plahn is a CFA® charterholder with 29 years of industry experience and has been with Bridges Investment Management, Inc. since 2007. He holds senior leadership roles at Bridges Trust Co. and Bridges Trust Company of South Dakota, serving as senior vice president, board director, and chairman in investment-related capacities. Bridges Investment Management, Inc. is a multi-team registered investment adviser managing approximately $11.3 billion. The firm provides discretionary and non-discretionary investment management, financial planning, pension consulting, and related services to a broad client base including individuals, families, trusts, foundations, corporations, and institutional investors, emphasizing a client-driven process with fundamental analysis and long-term portfolio strategies.

Private / alternative investments Active portfolio management Options & derivatives strategies Founder/Business Owner
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Daniel P

CFA®, Series 63

Omaha, NE

Bridges Investment Management Inc

Daniel Podpeskar is a CFA® charterholder with three years of industry experience, currently serving as an investment professional at Bridges Investment Management Inc. He previously worked at TD Ameritrade and Midwest Housing Equity Group. Podpeskar also contributes as a research analyst for Bridges Trust Company. Bridges Investment Management, Inc. is a multi-team registered investment adviser managing approximately $11.3 billion, offering investment management, financial planning, pension consulting, and related services to a diverse client base including individuals, institutions, and retirement plans. The firm employs a client-driven, long-term investment process based on fundamental analysis and provides operational oversight for pooled vehicles and institutional arrangements.

Private / alternative investments Active portfolio management Options & derivatives strategies Founder/Business Owner
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Ryan D

CFP®, Series 66

Omaha, NE

Bridges Investment Management Inc

Ryan Decker is a CFP® with 12 years of industry experience, currently serving at Bridges Investment Management, Inc. since 2024. His prior roles include positions at Raymond James Financial Services Advisors Inc. and First Investments & Planning. Outside of his advisory work, Decker is involved in community activities as a Bond Oversight Subcommittee Member for Westside Community Schools and serves as Director and Treasurer for Go Beyond Nebraska, a nonprofit focused on educational and outdoor programs for underserved youth. Bridges Investment Management, Inc. is a multi-team registered investment adviser managing approximately $11.3 billion. The firm offers discretionary and non-discretionary investment management, financial planning, pension consulting, and related services to a broad client base that includes individuals, families, trusts, foundations, corporations, and private funds, employing a client-driven process centered on long-term fundamental analysis.

Private / alternative investments Active portfolio management Options & derivatives strategies Founder/Business Owner
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Jack H

CFA®, Series 63

Omaha, NE

Bridges Investment Management Inc

Jack Holmes is a CFA® charterholder with 15 years of industry experience. He is currently a financial advisor at Bridges Investment Management Inc. in Omaha, NE, where he has worked since 2021. Holmes also serves as Senior Vice President at Bridges Trust Company and is an investment committee member of Bridges Private Equity Fund. Bridges Investment Management, Inc. is a multi-team registered investment adviser managing approximately $11.3 billion that offers investment management, financial planning, pension consulting, and related services to a diverse client base, including individuals, families, trusts, foundations, corporations, and retirement plans. The firm employs a client-driven process focused on long-term fundamental analysis and manages proprietary vehicles while providing trustee and custodial services.

Private / alternative investments Active portfolio management Options & derivatives strategies Founder/Business Owner
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Grant C

Series 63, Series 65

Omaha, NE

Bridges Investment Management Inc

Grant Coleman is a financial advisor at Bridges Investment Management Inc with four years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Charles Schwab and TD Ameritrade. Coleman also has experience in education and small business operations. Bridges Investment Management Inc is a multi-team registered investment adviser managing approximately $11.3 billion. The firm offers investment management, financial planning, pension consulting, and other services to a broad client base, employing a client-driven, long-term approach focused on fundamental analysis and providing various portfolio strategies.

Private / alternative investments Active portfolio management Options & derivatives strategies Founder/Business Owner
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Megan M

CFP®, Series 66

Omaha, NE

Bridges Investment Management Inc

Megan Mcmurry is a CFP® with 11 years of industry experience, currently serving at Bridges Investment Management, Inc. since 2017. She previously worked at UBS Financial Services from 2014 to 2017. Mcmurry is involved in charitable organizations, holding leadership roles with the Salvation Army of Omaha and serving on the board of The KIM Foundation. Bridges Investment Management, Inc. is a multi-team registered investment adviser managing approximately $11.3 billion, providing investment management, financial planning, pension consulting, and related services to a diverse client base including individuals, families, trusts, foundations, and institutional clients. The firm employs a client-driven process focused on long-term fundamental analysis and offers unique operational affiliations including trust company services and proprietary investment vehicles.

Private / alternative investments Active portfolio management Options & derivatives strategies Founder/Business Owner
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Nancy D

Series 65

Omaha, NE

Bridges Investment Management Inc

Nancy Dodge is a financial advisor at Bridges Investment Management Inc with 32 years of industry experience. She holds a Series 65 designation and has been with Bridges since 2000. Additionally, she serves as a vice president and trust officer at Bridges Trust Co. Bridges Investment Management, Inc. is a multi-team registered investment adviser managing approximately $11.3 billion and offering investment management, financial planning, pension consulting, and related services to a diverse client base. The firm employs a client-driven, long-term investment approach based primarily on fundamental analysis and provides both discretionary and non-discretionary solutions across individual and institutional clients.

Private / alternative investments Active portfolio management Options & derivatives strategies Founder/Business Owner
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Rachel B

Series 65

Omaha, NE

Bridges Investment Management Inc

Rachel Bullerjahn is a financial advisor at Bridges Investment Management Inc. She holds a Series 65 designation and has one year of industry experience. Prior to joining Bridges, she held roles at Gallup, Creighton University Athletics, and Cornerstone Wealth Advisors. Bridges Investment Management is a multi-team registered investment adviser managing approximately $11.3 billion, offering investment management, financial planning, pension consulting, and related services to individuals, families, trusts, foundations, corporations, retirement plans, investment companies, and private funds. The firm employs a client-driven process focused on long-term fundamental analysis and also provides adviser selection, educational workshops, and donor-advised fund support through its philanthropic vehicle.

Private / alternative investments Active portfolio management Options & derivatives strategies Founder/Business Owner
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Nickolaus S

CFP®, Series 66

Omaha, NE

Bridges Investment Management Inc

Nickolaus Shannon is a CFP® professional with 12 years of industry experience, currently serving at Bridges Investment Management Inc. His prior roles include positions at Edward Jones and Pruco Securities, among others. Shannon holds several nonprofit board memberships, including roles with Ronald McDonald House Charities Omaha, the Salvation Army, Metropolitan Community College Foundation, and youth mentoring through the Teammates Mentoring Program of Elkhorn. Bridges Investment Management, Inc. is a multi-team registered investment adviser managing approximately $11.3 billion, offering a range of services including investment management, financial planning, and pension consulting to individuals, institutions, and private funds. The firm follows a client-driven, long-term investment approach that emphasizes fundamental analysis and offers various portfolio strategies tailored to client objectives.

Private / alternative investments Active portfolio management Options & derivatives strategies Founder/Business Owner
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Haley G

Series 65

Omaha, NE

Bridges Investment Management Inc

Haley Gilbertson is a Series 65-licensed advisor with Bridges Investment Management Inc. in Omaha, NE, where she has worked since 2021. She has two years of industry experience and previously held roles at Victory Links Golf Course, Creighton University, Dunn Brothers Coffee, and Blaine High School. She also serves as an officer at Bridges Trust Company, involved in trust and wealth management. Bridges Investment Management is a multi-team registered investment adviser managing roughly $11.3 billion, serving individuals, families, trusts, foundations, corporations, retirement plans, investment companies, and private funds. The firm employs a client-driven, long-term investment process focusing on fundamental analysis and offers a range of services including financial planning, pension consulting, and trustee/custodial agency arrangements.

Private / alternative investments Active portfolio management Options & derivatives strategies Founder/Business Owner
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Cole M

Series 63, Series 65

Omaha, NE

Bridges Investment Management Inc

Cole Mitchell is a financial advisor at Bridges Investment Management Inc in Omaha, NE, with four years of industry experience. He holds Series 63 and Series 65 licenses. Prior to his current role, he worked at Robinhood Markets, Inc., Robinhood Financial, LLC, TD Ameritrade, and Cline Williams Law Firm. Bridges Investment Management, Inc. is a multi-team registered investment adviser managing approximately $11.3 billion and offering investment management, financial planning, pension consulting, and related services to a wide range of clients, including individuals, families, trusts, foundations, and institutions. The firm employs a client-driven, long-term investment process focused on fundamental analysis and offers various portfolio strategies along with trustee, custodial, and private fund management services.

Private / alternative investments Active portfolio management Options & derivatives strategies Founder/Business Owner
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Brett B

CFA®, Series 66

Omaha, NE

Bridges Investment Management Inc

Brett Becker is a CFA® charterholder with 12 years of industry experience. He is currently with Bridges Investment Management, Inc. and has previously worked at STIFEL, Wells Fargo Clearing, and Insight Securities Inc. He also serves as a portfolio manager at Bridges Trust Company. Bridges Investment Management, Inc. is a multi-team registered investment adviser managing approximately $11.3 billion, offering investment management, financial planning, pension consulting, and related services to a diverse client base. The firm employs a client-driven, long-term investment approach centered on fundamental analysis and provides trustee and custodial agency services through affiliated entities.

Private / alternative investments Active portfolio management Options & derivatives strategies Founder/Business Owner
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Jared G

Series 65

Omaha, NE

Bridges Investment Management Inc

Jared Garner is a financial advisor at Bridges Investment Management Inc. He holds a Series 65 designation and has been with Bridges since 2023, including a prior period of employment from 2023 to 2025. His previous experience includes roles at Principal Financial Group and various positions in education and retail. Bridges Investment Management, Inc. is a multi-team registered investment adviser managing approximately $11.3 billion. The firm offers discretionary and non-discretionary investment management, financial planning, pension consulting, and related services to a wide range of clients, using a client-driven process focused on long-term fundamental analysis and ongoing monitoring.

Private / alternative investments Active portfolio management Options & derivatives strategies Founder/Business Owner
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John D

CFA®, Series 65

Omaha, NE

Bridges Investment Management Inc

John Darwin is a CFA® charterholder and Series 65 licensee with five years of industry experience. He has been with Bridges Investment Management, Inc. since 2021 and previously worked at Creighton University from 2016 to 2021. Outside of advisory work, he serves as an officer in relationship management for Bridges Trust Company. Bridges Investment Management, Inc. is a multi-team registered investment adviser managing approximately $11.3 billion, providing a range of services including investment management, financial planning, and pension consulting to individuals, families, trusts, foundations, corporations, and institutional clients. The firm employs a client-driven, long-term approach centered on fundamental analysis and offers distinctive capabilities through its affiliations with trust companies and proprietary investment vehicles.

Private / alternative investments Active portfolio management Options & derivatives strategies Founder/Business Owner
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Brenda K

Series 65

Omaha, NE

Bridges Investment Management Inc

Brenda Keady is a financial advisor at Bridges Investment Management Inc with a Series 65 credential and one year of industry experience. She has worked at Bridges Investment Management since 2016 and was an Independent Scentsy Consultant for over two decades. Outside of advising, she manages operations teams at affiliated trust companies in Omaha, NE, and South Dakota. Bridges Investment Management is a multi-team registered investment adviser managing approximately $11.3 billion, serving individuals, families, trusts, foundations, corporations, and retirement plans. The firm employs a client-driven, long-term investment approach focused on fundamental analysis and provides a range of services including financial planning, pension consulting, adviser selection, and philanthropic support.

Private / alternative investments Active portfolio management Options & derivatives strategies Founder/Business Owner
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Deborah G

Series 65

Omaha, NE

Bridges Investment Management Inc

Deborah Grant is a financial advisor at Bridges Investment Management Inc with 32 years of industry experience. She holds a Series 65 designation and has been with Bridges Investment Management since 2000. Grant also serves as Vice President at Bridges Trust Company, where she is involved in relationship and customer service management. Bridges Investment Management is a multi-team registered investment adviser managing approximately $11.3 billion. The firm serves individuals, families, trusts, foundations, corporations, and institutional clients, using a client-driven process focused on long-term fundamental analysis and tailored portfolio strategies.

Private / alternative investments Active portfolio management Options & derivatives strategies Founder/Business Owner
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Shelby B

CFP®, Series 63, Series 65

Omaha, NE

Bridges Investment Management Inc

Shelby Bruckner is a CFP® professional with 13 years of industry experience, currently serving at Bridges Investment Management Inc. Prior to joining Bridges, Shelby held positions at Equitable Advisors, Axa Advisors, and Northwestern Mutual in various roles spanning from 2012 to 2020. Shelby is also an officer of Bridges Trust Company, contributing to portfolio management activities. Bridges Investment Management is a multi-team registered investment adviser managing approximately $11.3 billion, providing services including investment management, financial planning, and pension consulting to a diverse client base. The firm follows a client-driven, long-term investment process grounded in fundamental analysis and offers expanded services such as fiduciary retirement plan advice, trustee arrangements, and private fund management.

Private / alternative investments Active portfolio management Options & derivatives strategies Founder/Business Owner
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Sarah M

CFA®

Omaha, NE

Bridges Investment Management Inc

Sarah Murray is a CFA charterholder with eight years of experience in the investment management industry. She has worked at Bridges Investment Management, Inc. since 2018 and previously at Westwood Holding Group, Inc. from 2015 to 2018. In addition to her advisory role, Murray is an adjunct professor at Creighton University, where she teaches an undergraduate investment analysis class. She also serves as vice president of the CFA Society of Nebraska and is involved in portfolio management at Bridges Trust Company. Bridges Investment Management, Inc. is a multi-team registered investment adviser managing approximately $11.3 billion. The firm provides discretionary and non-discretionary investment management, financial planning, pension consulting, and related services to a diverse client base, employing a client-driven process that emphasizes fundamental analysis and long-term strategies.

Private / alternative investments Active portfolio management Options & derivatives strategies Founder/Business Owner
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Brett C

CFA®, Series 63, Series 65

Omaha, NE

Bridges Investment Management Inc

Brett Carson is a CFA® charterholder with 24 years of industry experience, currently serving as a financial advisor at Bridges Investment Management, Inc. He previously worked at Northwestern Mutual Wealth Management Company and Carson Group Investing. Carson serves on the board and investment committee of Autism Action Partnership, a nonprofit organization. Bridges Investment Management, Inc. is a multi-team registered investment adviser managing approximately $11.3 billion in assets. The firm offers discretionary and non-discretionary investment management, financial planning, pension consulting, and related services to a diverse client base, utilizing a client-driven, long-term investment approach focused on fundamental analysis.

Private / alternative investments Active portfolio management Options & derivatives strategies Founder/Business Owner
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Jonah W

Series 65

Omaha, NE

Bridges Investment Management Inc

Jonah Wilson is a financial advisor at Bridges Investment Management Inc in Omaha, NE, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Charles Schwab & Co., the Department of Economic Development, the Department of Health and Human Services, and academic positions at the University of Nebraska and the University of Washington. Bridges Investment Management, Inc. is a multi-team registered investment adviser managing approximately $11.3 billion, offering investment management, financial planning, pension consulting, and related services to a diverse clientele including individuals, families, foundations, corporations, and retirement plans. The firm employs a client-driven, long-term approach based on fundamental analysis and provides a variety of specialized services including adviser selection, educational workshops, philanthropic support, and management of proprietary investment vehicles.

Private / alternative investments Active portfolio management Options & derivatives strategies Founder/Business Owner
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