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Nick has joined Eikenberry Retirement Planning in February of 2012 and become owner in April 2020. You can find Nick active in the daily happenings of the office, including new business, client services, marketing, conducting educational financial workshops and client appreciation events.
Nick came to us after working for New England Finan
Nick has joined Eikenberry Retirement Planning in February of 2012 and become owner in April 2020. You can find Nick active in the daily happenings of the office, including new business, client services, marketing, conducting educational financial workshops and client appreciation events.
Nick came to us after working for New England Financial in Columbus. He received his B.A. in accounting, finance and financial services from Wright State University.
Nick was awarded his CFP® certification in 2016. The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. CFP® professionals also agree to meet ongoing continuing education requirements and to uphold CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards. Nick holds insurances licenses for life, health/accident and annuities in Ohio. He also is an Investment Advisor Representative.
Nick actively contributes to community betterment through his involvement with several organizations. As a member and past president of the MCDO Recreation Club, he promotes wellness and recreational activities in the community. His participation in the St. John the Baptist Men's Sodality helped support faith-based initiatives and parish events, while his role on the Marion Township Combined Charities Board allows him to engage in impactful charitable projects across the local region. These roles highlight a commitment to service and dedication to improving the lives of others.
Nick is a graduate of Fort Loramie High School and currently resides in Maria Stein with his wife, Jenna and four children, Jackson, Dane, Nolan & Valerie.
Luke joined Eikenberry Retirement Planning in April of 2017 and is an integral part of our daily activities in the office, including new business, client services, marketing, conducting educational financial workshops, and facilitating client appreciation events.
Luke is a 2013 graduate of Princeton University in Princeton, NJ. He holds in
Luke joined Eikenberry Retirement Planning in April of 2017 and is an integral part of our daily activities in the office, including new business, client services, marketing, conducting educational financial workshops, and facilitating client appreciation events.
Luke is a 2013 graduate of Princeton University in Princeton, NJ. He holds insurance licenses for life, health/accident, annuity, and Long-Term Care as well as a Series 65 securities registration. Luke aligns himself with our company’s core values of honesty, service, and integrity.
Luke was awarded his RICP® designation in 2024. The RICP® designation, conferred by The American College of Financial Services, is an industry-recognized mark of excellence that demonstrates a financial advisor’s breadth and depth of knowledge in the area of retirement planning. This includes a mastery of subjects of growing concern to many Americans, including incoming planning, life insurance, wealth transfer and distribution planning, Social Security management, business succession, and long-term care planning.
Luke comes to us with a strong education and has previous experience working at Leugers Insurance in Maria Stein and Federated Insurance in Lima. He will prove to be an asset not only to the immediate staff but also to our company as a whole.
Luke is currently serving as the president of the MCDO Recreation Club, where he spearheads efforts to enhance recreational opportunities for local parks & residents. He is also involved with the St. John the Baptist Men's Sodality, contributing to faith-driven community initiatives. Additionally, as a member of the Marion Local Levy Campaign Committee, he was instrumental in promoting the expansion of classrooms and facilities to support the future growth and development of the community. His diverse roles reflect a strong commitment to fostering positive change and advancing communal goals.
Luke is a graduate of Marion Local High School and currently resides in Maria Stein with his wife, Veronica and four children, Adeline, Charlotte, Louis & Leo.
Kelli joins our team with 20 years of experience in the financial and insurance advisory business. Kelli had spent all of those years working here in Sidney with Tradewinds Financial, and we are thrilled to have her join our team.
Kelli handles all aspects of customer service with annuities, life insurance, long-term care insurance, and
Kelli joins our team with 20 years of experience in the financial and insurance advisory business. Kelli had spent all of those years working here in Sidney with Tradewinds Financial, and we are thrilled to have her join our team.
Kelli handles all aspects of customer service with annuities, life insurance, long-term care insurance, and managed accounts.
Kelli resides in Sidney with her husband, Tony.
Investment Advisory Services are offered through Brookstone Capital Management, LLC, (BCM) a Registered Investment Advisor. 1745 S. Naperville Road, Suite 200 Wheaton, IL 60189 www.brookstoneCM.com (630) 653-1400. Additional information about BCM is also available on the SEC’s website at www.adviserinfo.sec.gov. However, please note that registration as an Investment Advisor or Investment Advisor Representative does not imply any level of skill or training. BCM and Eikenberry Retirement Planning (ERP) are independent of each other. For a complete description of investment risks, fees and services, review the BCM firm brochure (ADV Part 2A) which is available from your Investment Advisor Representative or by contacting BCM.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives.
Fiduciary duty extends solely to investment advisory advice and does not extend to other activities such as insurance or broker dealer services. Advisory clients are charged a monthly fee for assets under management while insurance products pay a commission, which may result in a conflict of interest regarding compensation.
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