Get to Know Us
Meet Your Financial Planning TeamAt Encompass Wealth Group, our success is measured by yours. We’ve built a team of dedicated professionals who are committed to continuous learning and growth, because the financial world never stops evolving, and neither do we. When you work with us, you’re not just getting advice; you’re gaining partners who genuinely care about your financial future.
Financial Advisory Team
Nick Boeckman,
Certified Financial Planner®
Nick came to us after working for New England Financial in Columbus and has been an owner since 2020. 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 insurance licenses for life, health and accident, and annuities in Ohio. He is also 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, and Valerie,
Luke Bertke,
Retirement Income Certified Professional®
Luke is a 2013 graduate of Princeton University in Princeton, NJ, and has been with us since 2017. He holds insurance licenses for life, health and accident, annuities, 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 and 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 played a key role in promoting the expansion of classrooms and facilities to support the community’s future growth and development. 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, and Leo.
Operations Team
Kelli Barker,
Client Account Manager
Kelli brings over 20 years of experience in the financial and insurance advisory industry to our team. She spent most of her career with Tradewinds Financial in Sidney, where she developed deep expertise in client service and support. We are proud to have her bring that experience and commitment to excellence to our growing team.
In her role, Kelli manages a wide range of client service responsibilities, including annuities, life insurance, long-term care insurance, and managed investment accounts. She plays a key part in ensuring that our clients receive prompt, knowledgeable, and personalized support throughout every stage of their financial journey.
Kelli lives in Sidney with her husband, Tony. Outside of work, she enjoys spending quality time with her two grandchildren and cherishes the time she gets to spend with her family.
