Manage and streamline operations across multiple locations, sales channels, and employees to has improve efficiency and your bottom line.

Director of Research and Analytics

Nathan P. Billigmeier

Nathan has been working in the financial services industry since 2002, bringing more than 21 years of experience to Towerpoint Wealth. He began his career as a teller for Wells Fargo Bank, and quickly advanced to the role of personal banker one year later. He transitioned to the wealth management and investment industry in 2010, where he interned as an analyst for Wells Fargo Advisors while completing his Bachelor of Arts Degree.

Nathan started working with Joseph in October of 2011, and now manages Towerpoint Wealth’s investment research and technology platforms. In addition to coordinating client reporting and analytics, he is Towerpoint Wealth’s “tech guru,” assisting both staff and clients with any issue relating to computers, phones, tablets, email, software, and hardware. Nathan also spends time researching and consulting on the design and implementation of available investment products and solutions, including portfolio model management as well as strategic and tactical rebalancing. Nathan is a 2024 Level II Candidate in the CFA®️ Program.

Nathan is originally from Grass Valley, CA and graduated from Bear River High School in 2001. He attended California State University, Sacramento where he graduated in 2010 with a Bachelor’s Degree in Economics and a minor in Business Administration. He and his wife Jessica have been married since the summer of 2016, and are proud parents to three wonderful boys, 6-year-old Ethan, 4-year-old Grayson, and their new baby brother Caleb, born in January 2024.

In his spare time Nathan enjoys golfing, camping, biking, running, and generally any activity that involves the outdoors.

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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.

Jonathan W. LaTurner

Partner, Wealth Advisor

Nathan P. Billigmeier

Director of Research and Analytics

Steve Pitchford, CPA, CFP®

Director Of Tax & Financial Planning

Megan M. Miller, EA

Associate Wealth Advisor

Lori A. Heppner

Director of Operations

Michelle Venezia

Client Service Specialist

Luis Barrera

Marketing Specialist

Isabelle Orozco

Office Coordinator

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