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Eric J

CFP®, ChFC®, PFS™, Series 63, Series 65

Colorado Springs, CO

Best Life Infinity, LLC

Eric Jackson is a CFP®, ChFC®, and PFS™ credentialed advisor with 18 years of industry experience. He has worked at Best Life Infinity, LLC since 2022 and has held roles at American Tax & Financial Planners since 2017, where he also provides tax preparation and planning services outside of investment advisory. His background includes positions at several financial firms, including Investment Advisor Alliance and E. C. Jackson & Associates. Best Life Infinity, LLC is a six-advisor team providing investment management and comprehensive financial planning to individual and high-net-worth clients, including military survivors and combat veterans. The firm employs a diversified investment approach using both active and passive strategies, options, and third-party model portfolios, managing approximately $48 million across about 110 client relationships.

Options & derivatives strategies Cash flow / budgeting General tax planning Military & Veterans Sandwich Generation
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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.

Options & derivatives strategies Cash flow / budgeting General tax planning Military & Veterans Sandwich Generation
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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.

Options & derivatives strategies Cash flow / budgeting General tax planning Military & Veterans Sandwich Generation
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Gavin G

CFP®, Series 65

Maitland, FL

Best Life Infinity, LLC

Gavin Ganzkow is a CFP® and holds a Series 65 license with nine years of industry experience. He currently serves at Best Life Infinity, LLC and has prior experience at Investment Advisor Group, Investment Advisor Alliance, and American Tax and Financial Planners. Ganzkow’s background also includes practicing law at the Law Office of GM Ganzkow. Best Life Infinity, LLC is a six-advisor firm that provides investment management and comprehensive financial planning to individual and high-net-worth clients, including families of fallen service members and combat veterans. The firm employs diversified investment strategies based on modern portfolio theory and macroeconomic analysis, managing approximately $48 million across 110 client relationships.

Options & derivatives strategies Cash flow / budgeting General tax planning Military & Veterans Sandwich Generation
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Roger N

Series 63, Series 65, Series 66

Boise, ID

Best Life Infinity, LLC

Roger Nicholls is a financial advisor at Best Life Infinity, LLC with 29 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior roles include positions at Investment Advisor Group, H & H Retirement Design & Management, Arbor Point Advisors, KMS Financial, Echelon Group, RAN Consulting, and Legacy Wealth Management. Best Life Infinity, LLC is a six-advisor firm providing investment management and comprehensive financial planning to individual and high-net-worth clients, including families of fallen service members and combat veterans. The firm manages approximately $48 million across about 110 client relationships, employing diversified portfolios with both passive and active strategies, options, and third-party model portfolios.

Options & derivatives strategies Cash flow / budgeting General tax planning Military & Veterans Sandwich Generation
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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.

Options & derivatives strategies Cash flow / budgeting General tax planning Military & Veterans Sandwich Generation
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