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

Community participation

Mike, Trevor, Lola, and our clients participating in the June Ameriprise Day of Service at Lifeline
Mike, Trevor, Lola, and our clients participating in the June Ameriprise Day of Service at Lifeline

At Best Life Financial Group, we regularly participate in the semi-annual Ameriprise Day of Service. 2020 afforded us only one opportunity to serve in person, but we were thrilled to partner in June with Lifeline Christian Mission to make meals for families living in impoverished areas across the globe. Additionally, over the holidays, we partnered with the Welcome Wearhouse in Dublin, OH to provide active wear, bedding, and other items to local families in need.