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Eikenberry Retirement Planning
Eikenberry Retirement Planning
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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 their two daughters, Adeline and Charlotte, as well as  a son, Louis.

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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.

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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