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

Wealth Management Intern

Josephine Eschleman

Josephine Eschleman is currently studying Business at Saint Mary’s College of California, where she is building a foundation in finance, economics, and management. She has developed a growing interest in the financial services industry and enjoys learning how wealth management firms help individuals and families organize, grow, and protect their financial futures.

As an intern at Towerpoint Wealth, Josephine is gaining hands-on experience in the daily operations of a wealth management firm. She works closely with the team by shadowing financial advisors, assisting with projects, participating in meetings and training sessions, and supporting internal initiatives. Through this experience, she is developing a practical understanding of client service and the financial planning process.

Josephine is drawn to the financial industry because it combines analytical thinking with meaningful, long-term relationships. She values the opportunity to help clients make informed financial decisions while learning how advisors adapt to changing markets and economic conditions.

At Towerpoint, we believe in helping shape the next generation of financial professionals through real-world experience, mentorship, and collaboration. Josephine brings strong communication skills, attention to detail, and a willingness to learn as she continues to grow professionally alongside the team.

Outside of the office, Josephine enjoys watching sports, practicing Pilates, going on walks and hikes, shopping, and spending time with family and friends during movie nights. She attended Christian Brothers High School, where she played varsity softball all four years. She also has a younger brother named Henry and two dogs, Biggie and Daisy.

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.

Josephine Eschleman

Wealth Management Intern

Isabelle Orozco

Office Coordinator

Michelle Venezia

Client Service Specialist

Luis Barrera

Director of Marketing and Communications

Lori A. Heppner

Director of Operations

Nathan P. Billigmeier

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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