Advisors at this firm
Eric J
CFP®, ChFC®, PFS™, Series 63, Series 65
Colorado Springs, CO
Best Life Infinity, LLC
Eric Jackson is a CFP®, ChFC®, and PFS™ with 17 years of industry experience. He is currently with Best Life Infinity, LLC, where he has worked since 2022, and has held roles at American Tax & Financial Planners since 2017. Outside of his advisory work, he is an associate at American Tax & Financial Planners, providing tax preparation, bookkeeping, and tax planning services. Best Life Infinity serves individual investors and families, including high-net-worth clients and military survivors, offering investment management and financial planning with a focus on asset allocation and diversification. The firm employs a range of strategies from passive to active management and provides specialized services such as performance-based fee arrangements and educational seminars.
Heather T
Series 65
Walpole, NH
Best Life Infinity, LLC
Heather Thompson is a Series 65-licensed financial advisor with eight years of industry experience. She has held positions at Best Life Infinity, LLC since 2023 and previously worked at Investment Advisor Group, American Tax and Financial Planners, and Investment Advisor Alliance. Before entering the financial sector, she taught at SAU 29 Keene High School and provided private tutoring. Best Life Infinity serves individual investors and families, including high-net-worth clients and military survivors. The firm offers investment management, financial planning, and retirement rollover advice, employing a range of strategies based on asset allocation, diversification, and both active and passive management.
Magan Z
CFP®, Series 66
Williamstown, NJ
Best Life Infinity, LLC
Magan Zavislak is a CFP® and holds a Series 66 license with nine years of industry experience. She is currently with Best Life Infinity, LLC, where she has worked since 2023, following roles at Investment Advisor Group, Investment Advisor Alliance, American Tax and Financial Planners, and PNC Investments. In addition to her advisory work, she provides tax planning and bookkeeping services through PinCrest Tax Advisory. Best Life Infinity serves individual investors and families, including high-net-worth clients and a focused practice for military survivors and combat veterans. The firm offers investment management and financial planning with an emphasis on asset allocation and diversification, using both passive and active strategies tailored to client needs.
Gavin G
CFP®, Series 65
Maitland, FL
Best Life Infinity, LLC
Gavin Ganzkow is a CFP® with eight years of industry experience, currently serving as an advisor at Best Life Infinity, LLC. His prior roles include positions at Investment Advisor Group and Investment Advisor Alliance, as well as running his own law office. Best Life Infinity serves individual investors and families, including high-net-worth clients and military survivors, providing investment management and financial planning with an emphasis on asset allocation and diversification. The firm offers a range of strategies from passive to active management and maintains specialized services for military survivors, including reduced or no-cost planning options.
Roger N
Series 63, Series 65, Series 66
Boise, ID
Best Life Infinity, LLC
Roger Nicholls is a financial advisor with Best Life Infinity, LLC in Boise, ID, holding Series 63, 65, and 66 licenses and bringing 28 years of industry experience. His prior roles include positions at Investment Advisor Group, Arbor Point Advisors, and Ameriprise Financial Services, among others. Best Life Infinity serves individual investors and families, including high-net-worth clients and military survivors, offering investment management, financial planning, and retirement rollover advice. The firm emphasizes asset allocation and diversification through both passive and active strategies, with a distinctive practice supporting military survivors through reduced or no-cost planning options.
Clark M
Series 65
Colorado Springs, CO
Best Life Infinity, LLC
Clark Milner is a Series 65-licensed advisor with seven years of industry experience. He is currently with Best Life Infinity, LLC, where he has worked since 2023. His prior experience includes roles at Jr International, Inc., Investment Advisor Group, Investment Advisor Alliance, and American Tax and Financial Planners. Outside of his advisory work, he has been involved in property management through his role with Milner Properties. Best Life Infinity serves individual investors and families, including high-net-worth clients and military survivors. The firm offers investment management, financial planning, and retirement rollover advice, utilizing a range of strategies from passive to active management with an emphasis on asset allocation and diversification.