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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

Daniel Podpeskar is a CFA® charterholder with four years of industry experience, currently serving as an investment professional at Bridges Investment Management Inc in Omaha, NE. He has been with Bridges in various capacities since 2019 and previously worked at TD Ameritrade and Midwest Housing Equity Group. He 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, families, trusts, foundations, corporations, and retirement plans. The firm emphasizes a client-driven, long-term investment approach based on fundamental analysis and provides a range of portfolio strategies tailored to client objectives.

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.

Jack Holmes is a CFA® charterholder with 15 years of industry experience, currently serving at Bridges Investment Management, Inc. He has worked at Bridges since 2021 and previously held positions at WealthPlan Investment Management LLC, WealthPLAN Partners, LLC, Securities America Inc., and Wealthplan Partners Inc. Outside of his advisory role, Jack is a Senior Vice President at Bridges Trust Company and an Investment Committee member of the Bridges Private Equity Fund. Bridges Investment Management, Inc. 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 diverse client base including individuals, families, trusts, foundations, corporations, and retirement plans, using a client-driven process with a long-term, fundamental analysis approach.