Leadership

Bill Zimmerman, Founder of LifePro Financial Services

Bill Zimmerman
Founder
LifePro Financial Services, Inc.


Bill's long career in the life insurance business started in 1967 with a fierce passion to help independent financial advisors become incredibly successful. He never looked back. During his first 20 years in the industry, he excelled as a top producer, then as an agency manager. Bill's relentless passion was based on the belief that if he did what was right for the consumer, everybody would win.

In 1986, with a dream of starting an organization founded on integrity, service, and relentless dedication to advisors, clients, and industry partners, Bill Zimmerman opened the doors of LifePro Financial Services. To this day, LifePro remains a company dedicated to Bill's vision of these core values.

On August 29, 2021, Bill passed away after a brave and lengthy battle with ALS - a progressive neurodegenerative disease that affects nerve cells in the brain and spinal cord. Through the ups and downs of procedures and treatments, Bill maintained the same great attitude that brought him so much success throughout his life.

The LifePro team is proud to honor Bill and his legacy. His lust for life and joy of living were truly unmatched, and our team aspires to reach this level of happiness and success with the advisors we serve across the nation.Keeping his relentless spirit ever-present, LifePro Financial Services continues to be a distinguished market leader and the premiere distributor of life, annuity, long-term care, and securities-based insurance products in Southern California.

The moment you walk through the doors at LifePro or speak with a team member over the phone, you'll be greeted by one of the most vibrant organizations that this industry has to offer.


Heather Ulz, CEO of LifePro Financial Services

Heather Ulz
Chief Executive Officer
LifePro Financial Services, Inc.

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Heather is Chief Executive Officer of LifePro Financial Services, Inc. She began her career at LifePro in 1997 as one of the original LifePro employees. Alongside LifePro Founder Bill Zimmerman, Heather helped grow the company from just four employees to the team it is today.

Heather majored in Psychology and Early Childhood Education at George Mason University in Virginia. Heather is 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), the 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 creating the company’s unique and much sought-after culture based on the team’s relentless dedication to LifePro’s Mission and Core Values. Understanding that the independent financial advisor’s job is challenging and rewarding, she draws upon her experience and natural-born leadership talent to lead the LifePro team in fulfilling the unique needs inherent to the success of the advisors that LifePro serves.


Ben Nevejans, President of LifePro Financial Services

Ben Nevejans
President
LifePro Financial Services, Inc.

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Ben Nevejans, President of LifePro Financial Services, Inc., has been in the financial services industry since 1999. Upon graduating from Plymouth State University with a Bachelor of Science, he moved to San Diego, CA and soon after joined LifePro Financial Services, Inc.

Since then, Ben has been directly involved with many aspects of the insurance, annuity, and investment industry, including sales, recruiting, customer service, marketing, supervision, and leadership. Ben currently leads a team of highly intelligent, energetic, and engaged individuals dedicated to the success of independent advisors.

As a frequent article contributor, and former Board of Directors member of the National Association of Independent Life Brokerage Agencies (NAILBA), and an active member of the Allianz Life, National Life, and North American Life Advisory Boards as well as the Risk Appraisal Forum, Ben’s opinion is often sought out as an industry leader and expert. Ben is an active member of Finesca, the National Association of Independent Financial Advisors (NAIFA), and the National Association of Fixed Annuities (NAFA).


Dave Julian, RICP® Director of Operations of LifePro Financial Services

Dave Julian, RICP®
Director of Operations
LifePro Financial Services, Inc.

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Dave Julian is the Director of Operations of LifePro Financial Services, Inc. He started at LifePro in 2006 as a Data Analyst working part-time. Through the years, Dave has used his statistical background to not only analyze the business metrics of LifePro but to use analytics to create client reports and calculators proprietary to LifePro, as well as create advisor tools for marketing and client tracking.

Dave works with each department on a daily basis to help make sure everyone at LifePro is able to do their job as efficiently and as effectively as possible. He works closest with the Marketing and IT teams, who are tasked with developing marketing tools so that independent advisors can provide their clients and prospects with solutions to help them now and in retirement.

Dave majored in Mathematics with a focus in Statistics from Colorado State University and then received his Master's degree in Statistics from San Diego State University. Dave has continued his education by getting his Retirement Income Certified Professional (RICP) certification and holds a Series 65 registration to be an Investment Advisor Representative for LifePro Asset Management.


Kevin Nuber, Vice President Field Support

Kevin Nuber, RICP®
Vice President
Field Support

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Sal Mendoza, Vice President Field Support

Sal Mendoza
Vice President
Field Support

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Brian Manderscheid, Vice President Advanced Case Design

Brian Manderscheid
Vice President
Advanced Case Design

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Gabe Lindemann, Director of College Planning Senior Field Support Representative

Gabe Lindemann
Director of College Planning
Senior Field Support Representative

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Robert Reaburn, Managing Director Head of Wealth Management

Robert Reaburn
Managing Director
Head of Wealth Management

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Allee Marchini, Senior Marketing Coordinator

Allee Marchini
Senior Marketing Coordinator
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