“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…
Josh Chicoine - Associate Advisor
I help deliver the best financial solutions to Upleft’s planning clients and investors. I feel privileged to work with so many important families and organizations. I enjoy knowing that I can make their lives a bit easier through my efforts.
Before joining Upleft, I worked as a police officer for five years in a small city in Upstate New York. Read more…
Ken Moore - Associate Advisor
I help people make sense of the universe of financial services products to best fit their lifestyles and goals while filtering out constant media distractions. I give them the tools to make their personal resources serve their needs and goals most effectively and efficiently.
I have two decades of experience in the financial services industry. Read more…