Heather began her career at LifePro in 1997 as one of the original LifePro employees. Alongside Bill Zimmerman, Heather helped grow the company from just four employees to the team it is today. Before assuming
her current position, Heather served as Chief Operations
Officer for 9 years.
Heather majored in psychology and Early Childhood Education at George Mason University in Virginia. She currently sits on LifePro’s Executive Leadership Board and Board of Directors. Heather is also proud to sit on the Board of Directors of the ALS Association Greater San Diego Chapter. She is a member of the Association for Advanced Life Underwriting (AALU), National Association of Independent Financial Advisors (NAIFA), and former Executive Director for NAIFA San Diego. Heather holds a FINRA Series 65 registration.
Heather is directly involved in the strategy and growth of
LifePro and has been instrumental in the creation of the company’s unique and much-sought-after culture. This culture encompasses the team’s relentless dedication to
LifePro’s Mission and Core Values. Understanding that
the job of the independent financial advisor is a difficult,
and rewarding one, she draws upon her experience and
natural-born leadership talent to lead the LifePro team in
fulfilling the unique needs inherent to the ultimate success of the advisors that LifePro serves.