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

  • Charitable Giving
  • Retirement Planning Strategies
  • Sustainable and Responsible Investing
  • Tax Planning Strategies
  • Insurance
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Saving for Education
  • Intergenerational Planning

Awards & recognition

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

Community participation

Our team, family members, and clients serving at the Worthington Resource Pantry in November 2023.
Our team, family members, and clients serving at the Worthington Resource Pantry in November 2023.

At Best Life Financial Group, we believe in doing anything we can do to make our world a better place, and that starts by making a difference in the communities surrounding us.

We've had the opportunity to serve with the Furniture Bank of Central Ohio, Lifeline Christian Mission, the Ashville Food Pantry, and the Worthington Resource Pantry. We've also had the opportunity to be a sponsor of the Karis' Cause 5k which helps to support families fighting pediatric cancer.

We are thankful for each of these organizations for what they are doing to serve families in our community!