Broker Check

Biographies

MATTHEW MILLER, CFP®CLU®, CFBS

Financial Advisor

Matthew Miller is passionate about helping clients achieve the security of financial independence.  Matthew brings 15 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 (10) and daughter, Shafer (8).  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). ​


ERIC L. NASH, MBA

Financial Advisor

After a 23-year career with Greenville Health System, Eric joined Northbridge Wealth Management in 2018. For the last 17 years, Eric’s previous role involved working with physicians to understand and grow their practices, not only by volume, but by improvements in the referral processes, workflow, marketing, recruitment, relationships with colleagues, and integration with hospital services. A passion for building and growing meaningful long-term relationships and a strong interest in personal and business finance led him to a career at Northbridge Wealth Management, where he brings a unique understanding to employees of the medical profession.

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, 63, and 65 licenses.

Eric and his wife Heather have 3 children and live in the Simpsonville/Fountain Inn area. Eric enjoys coaching travel baseball, playing sports, gardening, hiking, fishing, and the outdoors. Eric’s family volunteers with multiple community organizations and are very involved with their church, Presbyterian Fellowship of Fountain Inn.



IVAN ILLAN

Investment Partner

During his 20+ year career, Ivan has directly raised and managed over $1 billion AUM/AUA. Early success included forming MingConsulting, an investment banking consultancy, after starting his career, years earlier, at Nuveen Investments.

Currently, Ivan serves as Founder and CIO at Aligne Wealth Preservation & Insurance Services, LLC, a Los-Angeles-based boutique wealth advisory practice with proprietary investment and risk management solutions for HNW/UHNW families and businesses. Capstone Partners, based in Newport Beach, has recognized Aligne Wealth as #1 in total advisory fee revenues, since 2011.

Ivan holds the Certified Fund Specialist designation and is a Member of CFA Society Los Angeles and CFA New York. He is frequently interviewed on topics related to capital markets, also as an Elite Contributor at Equities.com, Official Member of the Forbes Finance Council, Forbes Contributor, and Forbes CommunityVoice.

Recognized as a Financial Times Top Financial Advisor, and awarded the Five Star Wealth Manager Award, featured by Los Angeles Magazine and the Wall Street Journal, Ivan has also been selected as an Investopedia Premier Advisor. He earned a B.A. in Philosophy and a B.S. in Finance from Boston College.



LIANNA KNAPP

Office Manager

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, where they enjoy spending time with family and watching football, especially the Carolina Panthers. As Office Manager, Lianna ensures that daily operations run smoothly.

Additionally, she assists Matt in scheduling meetings, maintaining relationships with clients, and streamlining paperwork and application processes. She has a growing passion for ensuring families and small businesses of their financial security, and she looks forward to gaining more knowledge about the insurance and financial industries.