Biographies GREENVILLE, SC OFFICEMATTHEW A. MILLER, CFP®, CLU®, CFBSPresident/Financial Advisormatthewmiller@northbridgewealth.comMatthew 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). ERIC L. NASH, MBAFinancial Advisor email@example.comEric 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 a strong interest in personal finance and business led him to a career at Northbridge Wealth, where he brings a unique understanding of physicians and other employees of the medical profession. Eric enjoys working with individuals, families, and business owners in 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 South Carolina, North Carolina, and Florida.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.ROBERT EVANS, CLU, ChFC, CFBSFinancial Advisor firstname.lastname@example.orgBob 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.LIANNA M. KNAPPOffice Manager email@example.comLianna 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, watching sports, and playing with their two dogs. As Office Manager, Lianna ensures that daily operations run smoothly.Additionally, she assists the team in scheduling meetings, maintaining relationships with clients, and streamlining paperwork and application processes. When new agents join the firm, she helps to train them in how to use industry-specific software programs. She has a growing passion for helping to ensure families and small businesses of their financial security, and she looks forward to gaining more knowledge about the insurance and financial industries.CHAPIN, SC OFFICEMICHAEL S. O'SHAUGHNESSEYFinancial Advisor firstname.lastname@example.orgBefore joining Northbridge Wealth, Mike was the principal and owner of PIA Financial located in Columbia SC. Having left the construction industry and teamed up with advisory veteran Robert Montgomery in 2010, Mike worked with Robert to continue building a comprehensive financial practice that offers personal and business insurance and investment products throughout South Carolina. Mike has always worked closely with his clients to understand their needs and objectives helping them position their assets to achieve the appropriate outcome.Mike has volunteered with Junior Achievements, previously served on the board of the South Carolina Independent Colleges and Universities, and chaired the YMCA Mudcats Booster Club. Mike currently serves on the Greater Chapin Endowment Foundation, Finance Council for Our Lady of the Lake Catholic Church, and Finance Committee for Carolina Aquatics. Mike graduated from the University of South Carolina with a Bachelor of Science in Marketing and Business Management. He has been living in Chapin since 2005 and has been married to his wife Alison for over 20 years. Alison is a second-grade teacher at Lake Murray Elementary in Chapin, and they have 3 daughters, Mary Kate (20), Anna (17), and Ella (13).ANN OVERCASHRegistered Sales Assistant email@example.comAnn 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. ZACHARY GOLEN, AIF®, C(k)P®Retirement Plan Specialist firstname.lastname@example.orgZack has specialized in the 401(k) and retirement plan marketplace since 2005, representing businesses and non-profit organizations. He has maintained a focus on serving the needs of small to medium-sized businesses with their employee engagement needs. Zack’s specialty is providing education to plan sponsors and participants, offering an “end-to-end” worksite financial advice solution that includes marketing, wellness assessments, calendaring, action planning, group session content, participant surveys and employer reporting. He loves spending time with his wife, Becky and his daughter, Zoe. Zack, a graduate of the College of Charleston, splits his time between Charleston, SC and Bala Cynwad, PA. California Insurance License #OF15545, Domiciled in PA.