Sheridan Road Financial

Megan Doherty

admin — Thu, 25 Apr 2013 16:42:50 +0000

Megan Doherty is a Vice President and Relationship Manger for Sheridan Road. Megan is responsible for establishing and maintaining effective relationships with all retirement clients and service providers. She works with current clients and prospects to provide administrative assistance with plan compliance, and also works on client projects, employee communication, and education. She has particular expertise in developing and working with Sheridan Road’s unbundled client services. Prior to joining Sheridan Road, Megan worked for Benefit Services Group, Inc. as the New Business Development Coordinator and Pension Consultant Assistant. She was responsible for developing relationships with brokers and financial vendors specializing in retirement plan services. Megan is a graduate of Miami University with a B.S. in Human Resources Management. Megan is a Qualified 401(k) Administrator (QKA).

Megan Doherty
847-205-9073 ext. 250
mdoherty@sheridanroad.com

Matt Mintzer

admin — Thu, 27 Dec 2012 18:12:36 +0000

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Matt joined J.P. Morgan in August 2011 with over 25 years of retirement experience in investment sales, client service, and product development, with a strong concentration in all aspects of retirement planning. Prior to joining J.P. Morgan, Matt held a number of senior roles at AllianceBernstein, including head of Retirement Partner Strategy and head of Advisor Sales for Retirement. Previously, he was director of retirement products at Putnam Investments, responsible for the development of IRAs, full-service 401(k) platforms, Putnam’s 529 plan, and the firm’s knowledge-based continuing education platform, Putnam Institute. Matt also held sales and client service positions at Delaware Investments and a consulting role at DALBAR.

The individual listed above is not a registered representative with and is not affiliated with Sheridan Road Financial or with LPL Financial

James M. Farrell

admin — Thu, 27 Dec 2012 18:10:08 +0000

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Jim Farrell is currently the General Manager of Merge Motion, a division of Merge Healthcare. Mr. Farrell has held previous roles within Merge Healthcare, including Senior Vice President of Customer Support and Senior Vice President of Operations. Prior to Merge Healthcare, Mr. Farrell was the President of Olivia Greets, a Merrick Ventures portfolio company. Mr. Farrell came to Olivia Greets after holding various roles within Illinois Tool Works (ITW), most recently as the Business Manager of Duo-Fast Construction. Mr. Farrell received his Bachelor of Science in Management from Purdue University and his Masters of Business Administration from Northwestern University’s Kellogg School of Management. Mr. Farrell lives in Lake Forest with his wife, Christine, and their four children.

The individual listed above is not a registered representative with and is not affiliated with Sheridan Road Financial or with LPL Financial

Robert Dold

admin — Thu, 27 Dec 2012 17:50:07 +0000

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Robert Dold is a third-generation resident of the 10th District of Illinois. In Congress, Bob is focused on bipartisan solutions for creating jobs, protecting the environment, keeping the homeland secure and ending human rights injustices around the world. As the first Member of the Freshman Class to pass a bill, Bob has stayed true to his commitment to provide independent leadership for a stronger economy. Prior to being elected to Congress, Bob ran Rose Pest Solutions, a small business founded in 1860, the oldest pest management company in the United States. Rose Pest Solutions is headquartered in Northfield, IL, and serves families and businesses throughout the 10th District and beyond. Bob gathered extensive and diverse experience both as a small business owner, and in Washington, DC, where he worked on campaign finance reform during his tenure as an investigative counsel for the House Government Reform and Oversight Committee. Mr. Dold received his BA from Denison University. His educational credentials include a law degree from Indiana University, where he was selected by his classmates to give the commencement address and an MBA from Northwestern University’s Kellogg School of Management. Bob lives on the North Shore with his wife Danielle and their three children.

The individual listed above is not a registered representative with and is not affiliated with Sheridan Road Financial or with LPL Financial

Karen Campbell

admin — Mon, 01 Oct 2012 16:33:15 +0000

Karen Campbell is the Controller with Sheridan Road. She is responsible for the management and oversight of Accounts Payable and Receivable. She also manages the internal budget controls, financial audits, reporting and administrative compliance. Karen has an extensive background managing multimillion-dollar financing projects. She is accomplished in developing financial strategies that enhance organizational growth and maintain sustainability. In addition, Karen has a strong background in technology, specifically database management and network architecture. Karen holds a bachelor’s degree in Business Administration from the University of Nevada.

Karen Campbell
847-205-9073 ext. 254
kcampbell@sheridanroad.com

Jenna Thomas

admin — Fri, 14 Sep 2012 20:01:37 +0000

Jenna Thomas is a Marketing Associate for Sheridan Road. Her responsibilities include helping to organize the many marketing and educational events that Sheridan Road hosts throughout the country. She works with all of the retirement plan consultants and wealth managers to devise outreach programs that effectively articulate Sheridan Road’s value proposition in the marketplace. As part of her role, she interacts with all of the investment and record keeper wholesalers throughout the country. Prior to joining Sheridan Road, Jenna worked for Great West. She graduated from the University of Colorado with a BS in Business Management.

Jenna Thomas
847-205-9073 ext. 249
jthomas@sheridanroad.com

Chelsea Barry

admin — Fri, 14 Sep 2012 19:59:12 +0000

Chelsea Barry is a Financial Analyst for Sheridan Road. Chelsea focuses on providing financial analysis and modeling, as well as investment due diligence and portfolio research, in all areas of the business. Chelsea is also an integral part of the team that helps with all client presentations. Chelsea graduated from Lake Forest College with a BA in English.

Chelsea Barry
847-205-9073 ext. 240
cbarry@sheridanroad.com

John Masterson

admin — Wed, 27 Jun 2012 14:04:38 +0000

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John Masterson is a Managing Director and head of Sheridan Road’s Indianapolis office. He is the senior consultant responsible for business development activities of retirement plan and executive benefit consulting clients in Indiana, Ohio and Kentucky. Among other responsibilities, John is accountable for the sales and marketing process involving the development of new clients, from identifying and qualifying prospective target companies, to proposal development, to long term client relationship management. Prior to joining Sheridan Road, John was a senior retirement plan consultant for White Oak Advisors. John is a graduate of Purdue University, with a B.A. degree in Communications. John is FINRA Series 6, 63 and 65 registered with LPL Financial and has received a number of retirement industry designations. He is also active in a number of various civic and philanthropic organizations, and resides with his family in Noblesville, Indiana.

John Masterson
317-225-4369
jmasterson@sheridanroad.com

Joe Connell

admin — Mon, 13 Feb 2012 19:30:21 +0000

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Joe Connell is a Managing Director with Sheridan Road based out of the Minneapolis office where he focuses on Sheridan Road’s retirement plan consulting business. Joe is a senior consultant responsible for the business development and management of client relationships throughout the Upper Midwest. His areas of expertise include ERISA compliance, plan design and administration, managing fiduciary responsibilities, and participant education. Joe graduated from St. Cloud State University with a Bachelor of Science degree in Finance, and has earned the designations of Accredited Investment Fiduciary™ (AIF®), Chartered Retirement Plans Specialist (CRPS®), and Registered Fiduciary™ (RF™). Joe is a member of the American Society of Pension Professionals and Actuaries (ASPPA) and the Profit Sharing Council of America (PSCA). Most recently, Joe was recognized as a 2011 Morningstar & ASPPA 401(k) Advisor Leadership Award Finalist, and was named one of the Top 300 Most Influential Advisors in Defined Contribution for 2009, 2010 and 2011 by 401kWire.com.

Joe Connell

763-634-5340

jconnell@sheridanroad.com

Chris Lakumb

admin — Thu, 09 Feb 2012 15:57:33 +0000

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Christopher Lakumb is a Vice President with Sheridan Road where he focuses on Sheridan Road’s retirement plan consulting business. Chris assists in the management of 401(k) plans, market research, and helps plan sponsors with fiduciary risk management. He has spent his entire career in the retirement industry, and previously held positions with RiverNorth Capital Management, InterOcean Wealth Management, and Cole Taylor Bank. Chris graduated from Lewis University with a B.A. in Finance and minors in economics and philosophy. Chris earned his designation as a Certified Retirement Services Provider (CRSP) in 2003 and became a Chartered Financial Analyst (CFA) charterholder in 2005. Chris currently resides in Chicago and remains an active member of his community.

Chris Lakumb

847-205-9073 ext. 258

clakumb@sheridanroad.com