“A small group of thoughtful people could change the world. Indeed, it’s the only thing that ever has”
Matt Miller -
Founder
I help people make the most of their money. They have a vision of what they would like their world to look like, and it is my job to help them make the best financial decisions to create that future.
Over my career in finance, I have worked with hundreds of individual and institutional investors in 32 U.S. States and on four continents. Read more…
Robert Zajkowski - Advisor
I work with people who crave understanding but hate the uncertainty of today's global markets. I give them tools to turn complex financial data into actionable intelligence.
I have 15 years of experience in National Security and Intelligence, managing high-stakes risks and enabling leaders to make informed decisions. Read more…
Tim Martin - Financial Planner
I help people align their money with their values. The most rewarding aspect of this profession is collaborating with clients to optimize their finances, solve problems, and use their resources to live fulfilling lives.
Financial planning combines my interest in finance and economics with my desire to help people find solutions. I’ve provided holistic advice to and managed investments for Read more…
Josh Chicoine - Associate Advisor
I am dedicated to my role at Upleft, bringing a strong background of disciplined service and community commitment. Before joining Upleft in 2022, I served for five years as a police officer in a small city in Upstate New York.
This experience honed my problem-solving and community engagement skills, which I utilize every day. Read More…
Kaia -
Client Service Associate
I work with Upleft investors to ensure they consistently experience our high standards of client care and professionalism.
I am often the first voice people hear on the phone or the first smile they see when they come through our door. Read more…