Donna is our Receptionist/Office Manager and handles all of the day to day internal operations of the office.
Donna started with us in February 2016. She lives in Piqua and is married to her husband, Brian. Together, they have three grown children and four grandchildren. Outside of the day to day activities at Eikenberry Retirement planning, Donna enjoys the outdoors, boating, camping and traveling.
In 2006, John’s daughter, Lorri joined his law firm. She received her bachelor’s degree from Capital University and graduated cum laude from Capital University Law School. She was admitted to the Ohio Bar in 2006. Her practice focuses on estate planning and estate administration. Lorri strives to help individuals prepare for the future by developing strong estate plans which help them reduce estate taxes, avoid probate costs and delays, and manage family assets for their heirs.
As an Attorney, John has over 30 years of experience as an Estate Planning Attorney helping families throughout Ohio to develop their wealth transfer plans. His role in our organization is to provide legal support to our clients helping them efficiently create, maintain, protect and distribute their assets that they have accumulated over a lifetime.
His practice also includes estate administration, Medicaid spend-down planning, and special needs trusts. If you own a business, he can also work with you to insure a smooth transition of that business at your death or disability and help asset protection.
Marsha an Account Manager for the office and is licensed to sell Life & Health Insurance in Ohio. She specializes in the sale of Individual Health and Medicare Supplement Insurance.
A native of Shelby County, she resides in Sidney with her husband Bob. They have one son and four grand-children. Being a very community oriented individual, she is a former Board Member for Women in Networking and Marsha belongs to the following organizations; President of the VFW Ladies Auxiliary and member of the American Legion Ladies Auxiliary.
1441 St. Marys Avenue
Sidney Ohio 45365
Phone: (937) 498.1128
Toll Free: (800) 548.6511
Fax : (937) 498.1129
By Appointment Only:
3729 Shawnee Road
Lima, OH 45806
Phone: (419) 222.1128
Eikenberry Retirement Planning © 2016 | All Rights Reserved
Investment Advisory Services offered through Brookstone Capital Management LLC, an SEC Registered Investment Advisor. BCM and Eikenberry Retirement Planning (ERP) are independent of each other. For a complete description of investment risks, fees and services, review the Brookstone Capital Management firm brochure (ADV Part 2A) which is available from your Investment Advisor Representative or by contacting Brookstone Capital Management.
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