Team profile


We are here to help you live your Best Life

At Best Life Financial Group, we encourage you to bring us your dreams, your vision and faith in the future. All that you believe. We want to hear your doubts, worries and concerns about getting from here to there. Bring us your generous spirit – your desire to help others. Bring us what matters to you most.

At Best Life Financial Group, we are in the planning business focusing on your financial future. We believe in making dreams possible, while serving a higher purpose and looking to do the right thing along the way.

From financial planning to investment advice. From the joys of life to the challenges of life.

We are here to help you figure it out together.

We are Best Life Financial Group, and we are here to help you live your Best Life.

Areas of focus

  • Christian Financial Strategies
  • Charitable Giving
  • Sustainable and Responsible Investing
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Intergenerational Planning

Awards & recognition

  • Best Life Financial Group, Ameriprise Client Experience Award, 2020, 2021
  • Michael J Perez, Ultimate Digital Excellence Award, 2021

Community participation

Mike, Trevor, & Brittany are joined by clients, family, and friends at the Karis' Cause 5k.
Mike, Trevor, & Brittany are joined by clients, family, and friends at the Karis' Cause 5k.

At Best Life Financial Group, we regularly participate in the semi-annual Ameriprise Day of Service. In 2022, we have taken that a step further and are participating in a service activity with our clients quarterly. Thus far, we have had two opportunities to partner with Lifeline Christian Mission where we have packed over 6,400 meals for families living in impoverished areas across the globe. Most recently, we were a sponsor of the Karis' Cause 5k which helps to support families fighting pediatric cancer.