“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…
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…
Kaia - Client Services 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…