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Towerpoint Wealth
  • Home
  • About Us ▾
    • Our Team
    • Our Investment Committee
    • Our Mission
    • Our Values
    • Our Core Beliefs
    • Community Involvement
    • Advanced Professional Designations
    • Ideal Client
  • Planning & Strategy ▾
    • Wealth Management Process
    • Financial Planning Process
    • Wealth Management Philosophy
    • Responsible Investing
    • List of Needed Documents
  • Services ▾
    • Wealth Management Services
    • Fiduciaries and Trustees
    • Specialized Services for Attorneys
  • Benefits of Independence ▾
    • Why Independent
    • Code of Professional Responsibility
    • Fiduciary Standard
    • Triangulation of Advice
    • FAQs
  • Partners ▾
    • Operations
    • Technology
    • Custody
    • Investment Research
    • Compliance
  • Spotlight ▾
    • Blog
    • TPW YouTube Channel
    • TPW Trending Today Newsletter
    • TPW Taxes Today Newsletter
    • The Towerpoint Wealth Minute
    • TPW White Papers & Checklists
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    • Cybersecurity
  • Contact Us
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  • About Us ▾
    • Our Team
    • Our Investment Committee
    • Our Mission
    • Our Values
    • Our Core Beliefs
    • Community Involvement
    • Advanced Professional Designations
    • Ideal Client
  • Planning & Strategy ▾
    • Wealth Management Process
    • Financial Planning Process
    • Wealth Management Philosophy
    • Responsible Investing
    • List of Needed Documents
  • Services ▾
    • Wealth Management Services
    • Fiduciaries and Trustees
    • Specialized Services for Attorneys
  • Benefits of Independence ▾
    • Why Independent
    • Code of Professional Responsibility
    • Fiduciary Standard
    • Triangulation of Advice
    • FAQs
  • Partners ▾
    • Operations
    • Technology
    • Custody
    • Investment Research
    • Compliance
  • Spotlight ▾
    • Blog
    • TPW YouTube Channel
    • TPW Trending Today Newsletter
    • TPW Taxes Today Newsletter
    • The Towerpoint Wealth Minute
    • TPW White Papers & Checklists
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  • Contact Us
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January 4, 2022by admintowerpointwealth

 

 

 

 

 

 

 

 

 

 

 

 

 

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WEALTH MANAGEMENT TEAM

  • Joseph Eschleman | CIMA® President
  • Jonathan W. LaTurner | Partner Wealth Advisor
  • Steve Pitchford, CPA, CFP® | Director of Tax and Financial Planning
  • Megan M. Miller, EA | Associate Wealth Advisor
  • Nathan P. Billigmeier | Director of Research and Analytics
  • Lori A. Heppner | Director of Operations
  • Michelle Venezia | Client Service Specialist
  • Luis Barrera | Marketing Specialist
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