Translate:
Advisory Team
Nick Boeckman, CFP®
Nick Boeckman, CFP®
Nick Boeckman, CFP®
Nick has joined Eikenberry Retirement Planning in February of 2012 and will be instrumental in our business continuity plan along with managing the daily activities of the office, including new business, client services, marketing, conducting educational financial workshops and client appreciation events.
Nick came to us after working for
Nick has joined Eikenberry Retirement Planning in February of 2012 and will be instrumental in our business continuity plan along with managing the daily activities 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 is a graduate of Fort Loramie High School and currently resides in Maria Stein with his wife, Jenna and three sons, Jackson, Dane & Nolan. He enjoys volleyball, basketball, boating, traveling, and being outdoors.
Luke Bertke
Nick Boeckman, CFP®
Nick Boeckman, CFP®
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 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 a graduate of Marion Local High School and currently resides in Maria Stein with his wife, Veronica and two daughters, Adeline & Charlotte.
Operations Team
Kelli Barker, Account Manager
Kelli Barker, Account Manager
Kelli Barker, Account Manager
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.
Marsha Jones, Account Manager
Kelli Barker, Account Manager
Kelli Barker, Account Manager
Marsha is an Account Manager for the office and is licensed to sell Life & Health Insurance in Ohio. She handles all Life and Long-Term Care Insurance, as well as Annuity customer service. Marsha has been with our firm for over fourteen years.
A native of Shelby County, she resides in Sidney. Marsha and her late husband Bob have one so
Marsha is an Account Manager for the office and is licensed to sell Life & Health Insurance in Ohio. She handles all Life and Long-Term Care Insurance, as well as Annuity customer service. Marsha has been with our firm for over fourteen years.
A native of Shelby County, she resides in Sidney. Marsha and her late husband Bob have one son and four grand-children. She is a member of First Christian Church. Marsha is also a member of the American Legion and VFW Auxiliaries. Supporting our veterans is very important to her, and she has shown her support by being an active member of both organizations and an Officer for many years in the VFW Auxiliary. Marsha enjoys traveling, cooking, playing cards, and spending time with her family.