NORTHBRIDGE WEALTH - Key Persons
Alexander is a passionate Life and Disability Specialist who loves helping others and providing families with the protection and security they need. He is dedicated to helping people and is always willing to go the extra mile to make sure his clients are taken care of. He is committed to providing families with protection and security so that they can focus on what matters most.
Alexander and his fiancé moved to Greenville in May 2021, and he enjoys exploring the area and building relationships with his new neighbors. He is an active member in the Pickle Ball community where he can grow relationships and share his passion for the sport.
Job Titles:
- Registered Sales Assistant
Ann joined Northbridge Wealth in 2020 and previously held positions with Wilson Financial Group LLC. and A.G. Edwards & Sons as a financial advisor and registered client associate. She holds a Bachelor's degree in Finance from Western Carolina University. A native of northern Minnesota, Ann has called Chapin, SC home since 2011. Ann enjoys spending free time on Lake Murray with her family and friends. She also enjoys cooking, traveling, and walking.
Equipped with a vast knowledge of investments and annuities, Ann assists the team in opening accounts and servicing clients as well as managing the daily operations of the Chapin office.
Eric joined Northbridge Wealth in summer of 2018. After more than 20 years working in healthcare, Eric took a leap of faith and made a mid-life career change. A passion for building and growing meaningful long-term relationships and helping others reach their goals, led him to a career at Northbridge Wealth, where he brings a unique understanding of physicians and others in the medical profession. Eric enjoys working with business owners, individuals, families, and those in commission-based careers helping them plan their financial futures.
Eric is an Upstate native and graduated from Winthrop University in 1996 (B.A. Psychology) and earned his MBA from Webster University in 2004. Eric also has the Series 6, 7, 63, and 65 licenses. Eric is licensed for investments and insurance in multiple states.
Eric and his wife Heather have 3 children and live in the Simpsonville/Fountain Inn area. Eric enjoys golf, outdoor sports, gardening, hiking, fishing, coaching youth sports, and the outdoors. Eric's family volunteers with multiple community organizations, and is very involved with their church, Presbyterian Fellowship of Fountain Inn, where Eric is a small group leader and an elder.
Eric is on the board for Rize Prevention, Inc and is on the Advisory Council for Friends of Childrens Hosptial, and is involved in multiple local chambers and networking organizations.
Lianna Knapp is an alumna of Converse College, where she received a Bachelor of Arts degree in English. Though she was born and raised in Wilson, North Carolina, she fell in love with the Greenville/Spartanburg area while attending Converse. She and her husband live in Greer with their son, Hollis, and two dogs, a German Shepherd and a Husky. On the weekends, you can often find her at a football game or walking around downtown Greer with an iced latte in hand.
As Office Manager, Lianna ensures that daily operations run smoothly for both clients and advisors. Additionally, she assists the team in streamlining the insurance application process, servicing existing insurance policies, assisting with financial plans, and maintaining relationships with clients. She has a passion for helping to ensure families and small businesses of their financial security, and she enjoys gaining more knowledge about the insurance and financial industries.
Job Titles:
- Financial Advisor
- Founding Partner
Matthew Miller is passionate about helping clients achieve the security of financial independence. Matthew brings 20 years of planning experience to each client engagement and while no two situations are the same, Matthew relies on this background to help clients articulate their goals and design a plan to create action and trackable recommendations. Matthew is committed to holding his clients accountable, over a long-term planning relationship, to the issues they say are most important.
Matthew Miller graduated from Furman University in 1999 with a B.A in Political Science and French. After a year at L'Ecole des Hautes Etudes en Sciences Sociales in Paris, France, Matthew returned to Greenville to start his business. Matthew has the Series 6, 63, 66, 7 licenses as well as earning the Charter Life Underwriter and Certified Financial Planner designations.
Matthew Miller and his wife Sandra have two children: son, Alben, and daughter, Shafer. Matthew and Sandra are actively involved in the community and in particular: Grace Church Downtown, Furman University, Clement's Kindness, Synnex Share the Magic, and F3 (Sanchez).
Bob is a seasoned executive with C level experience in restructuring businesses, general operations management, and acquisitions and divestitures. As a fully credentialed life insurance actuary, Bob developed "financial engineering" skills in his early career - analyzing and designing long term financial and risk management structures.
Beginning with undergraduate degrees in Math and Economics, he added a master's designation from the University of Michigan through an Executive Development program focusing on corporate strategy. After extensive experience in product design, marketing and operations, Bob served as president of Travelers Life Insurance Company. He led a major, very successful restructuring of operations. He spent close to three years as Managing Director of Insurance for Fleet Financial Group in the mid 1990s. Bob, his wife Marie, and their four children moved to Greenville, SC in 1999 as he assumed the role of president and CEO of Liberty Life Insurance Company. He moved the Liberty executives and the company through a major restructuring - increasing the value of the company.
Bob played a leadership role in developing a corporate restructuring strategy and in negotiating the divestiture of major businesses. Bob brings skills in business and financial analysis to help determine and fine tune strategy and performance. He has proven communication skills - moving a team, collaborating with stakeholders, and negotiating with counterparties.