Helping you remove the hassle of properly coordinating all of your financial affairs, so you can live a happier life and enjoy retirement.

Executive Office Coordinator

Jamie Swager

Jamie Swager brings a strong foundation in leadership, organization, and service to her role here at Towerpoint Wealth. As a United States Navy veteran having served four years and achieving the rank of E-5 Petty Officer she led and supported administrative operations, personnel logistics, legal matters, accounting functions, and process improvement initiatives.

At Towerpoint Wealth, she focuses on executive administrative management, supporting daily operations, and helping maintain the high-touch, white-glove experience clients have come to appreciate and expect. As one of the first people clients meet when they walk through the door, she especially enjoys building relationships and ensuring every interaction feels welcoming, personal, and seamless.

Jamie decided to join us here at Towerpoint Wealth because of the firm’s independence and its personal, family-oriented environment. She believes trust, relatability, and genuine relationships are especially important when helping people navigate their financial lives.

Alongside her contributions to our team, she is currently pursuing a Bachelor of Arts in Business Administration with an emphasis in Artificial Intelligence from the University of Arizona Global Campus. She also holds a Lean Six Sigma Green Belt certification and is working toward a Google certification in business and financial data analytics.

Originally from Houston, Texas, Jamie moved to Sacramento when she was eight years old. She and her husband, Jonny, have three children. Outside of work, she enjoys fitness, traveling, discovering new coffee and matcha cafés, and exploring new restaurants with her family. She has traveled to eight countries and 26 states.

A surprising fact about Jamie: she is a black belt in Kenpo and a big anime fan. Her personal philosophy reflects the mindset she brings to her work and life: “There is always room for growth, more knowledge, and the drive to be better than yesterday.”

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Team Contact

Dedicated Experts

Meet Our Team

At Towerpoint Wealth, our team of experienced professionals is committed to guiding you toward financial success. With a client-first approach, we combine expertise, integrity, and personalized care to provide comprehensive wealth management solutions tailored to your unique needs.

Jamie Swager

Executive Office Coordinator

Michelle Venezia

Senior Client Experience Manager

Luis Barrera

Director of Marketing and Communications

Lori A. Heppner

Director of Operations

Nathan P. Billigmeier, CIMA®

Director of Research and Analytics

Megan M. Miller, CFP®, EA

Associate Wealth Advisor

Jonathan W. LaTurner

Partner, Wealth Advisor

Steve Pitchford, CPA, CFP®

Director Of Tax & Financial Planning

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