Our Team

Sacramento Investment Planners

Joseph F. Eschleman, CIMA®, Managing Director - Investment Officer

Joseph F. Eschleman, CIMA®

Managing Director – Investment Officer

Phone: Direct: (916) 491-6327
Toll Free: (800) 877-7783
FAX: (916) 443-4789

EMAIL: joseph.f.eschleman@wellsfargoadvisors.com

Joseph F. Eschleman, CIMA, currently serves as a Managing Director – Investment Officer with Wells Fargo Advisors in downtown Sacramento. Holding his Series 7(General Securities Representative), 63 (Uniform Securities Agent), 65 (Uniform Investment Advisor Representative) registrations, and California insurance license, Mr. Eschleman provides primarily fee-based financial and investment consulting that includes, but is not limited to, individual investment and retirement plans, business and corporate retirement plans, and ongoing business and personal wealth and investment management assistance. Mr. Eschleman currently advises on approximately $230 million in client assets, as of April of 2013, primarily focusing his efforts on closely held small and medium-sized businesses and business owners, as well as individual corporate professionals and retirees.

Joseph began in the investment industry in the spring of 1999, and is in his 14th year of assisting clients with their wealth management needs. The continued expansion of his practice and clientele has been highlighted by the broad array of planning and services he has available for individual clients, whether it is investment planning to help them pursue their financial goals and objectives, or more complex estate investment planning, investment-related tax management, and wealth transfer issues. On the business side, the skills and experience Mr. Eschleman has acquired as a result of earning and maintaining his Certified Investment Management Analyst (CIMA) designation has attracted corporate clients who have needs that include pension and profit sharing analysis, employee benefits education, asset allocation and investment management planning.

Mr. Eschleman graduated cum laude from Lehigh University in Bethlehem, Pennsylvania, with a Bachelor of Science degree from Lehigh’s College of Business and Economics. As a long-time member of the Investment Management Consultants Association (IMCA), he officially earned the prestigious and above-mentioned CIMA designation, administered through The University of Pennsylvania’s Wharton School of Business, in 2003.

In his career, Mr. Eschleman has been a featured writer in Sacramento’s Senior Magazine, and has been a repeated featured television guest, addressing various investment planning and economic issues, for Dan Elliott and Keba Arnold on KXTV News10, Sacramento’s primary ABC affiliate. He has also been interviewed on numerous occasions by Nannette Miranda, of KGO-TV, a San Francisco ABC affiliate, and has also spoken in front of the Rotary Club of Roseville as well as various State of California agencies.

Mr. Eschleman has proudly been married to his wife, Megan, for 12 years as of April 27th, the couple being proud parents of their seven year old daughter, Josephine, and four year old son, Henry.

Lori McKinney, Senior Client Associate

Lori McKinney

Senior Client Associate

Phone: Direct: (916) 491-6327
FAX: (916) 443-4789

EMAIL: lori.a.mckinney@wellsfargoadvisors.com

Lori is a native of Sacramento and graduated from Center High School in 1996. She has been working in the investment industry since 1997, beginning her career in the financial business as a receptionist. It did not take long for Lori to advance her career, as she was quickly promoted to Branch Operations Specialist in 2000, handling the myriad of responsibilities associated with day to day branch operations. She began working with Joseph as his assistant in 2004. Lori’s professional background and experience in the wealth management business gives her a clear advantage when working directly with clients and helping them with their day to day service and administrative needs. In addition to being a commissioned notary, her qualifications and many years of experience allow her to work efficiently in handling the many administrative and operational processes necessary to ensure that each client enjoys a high level of service and attention.

In her spare time, Lori enjoys spending time with her family and friends. She enjoys cooking, reading, camping and swimming.

Nathan Billigmeier, Registered Client Associate

Nathan Billigmeier

Registered Client Associate

Phone: Direct: (916) 491-6327
FAX: (916) 443-4789

EMAIL: nathan.billigmeier@wellsfargoadvisors.com

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 Bachelors Degree in Economics and a Minor in Business Administration. Nathan has been working in the financial services industry since 2001, where he began as a teller and quickly advanced to the role of personal banker. He transitioned to the investment industry in 2010, where he was an intern while completing his schooling. Nathan started working with Joseph in October of 2011. His professional background and experience make him a valuable asset when assisting clients with their day to day operational financial needs and ensuring each individual receives the quality service they deserve.

In his spare time Nathan enjoys golfing, biking, running, and generally any activity that involves the outdoors. He also enjoys spending time with his family and friends.

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Joseph F. Eschleman, CIMA®

Managing Director - Investment Officer

Wells Fargo Advisors, LLC
400 Capitol Mall, Suite 1700
Sacramento, CA 95814

Phone: (916) 491-6327

joseph.f.eschleman@wellsfargoadvisors.com