Our Team
Sheridan Road is an independent investment consulting and advisory firm. We are knowledgeable professionals, yet we are so much more. We are also a caring, responsive group of individuals who collectively deliver advanced, comprehensive strategies to create an enriching client experience.
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Alona W. Anspach, CFP, CDFA
Managing Director
Colleen Barrett
Client Service Specialist
Matt Bruce, CFP
Vice President
Daniel R. Bryant
Managing Partner, Chief Executive Officer
Karen Campbell
Chief Financial Officer
Megan Carroll
Vice President & Relationship Manager
Caitlynn Castil
Accounts Receivable Manager
Anna Chaiken
Lead Case Manager
Michael Driscoll, PPC, AIF
Managing Director
Tim Feldheim
Managing Director
Justin Fisk
Portfolio Analyst
Sheri Fitts
Chief Marketing Officer
Randy Grose
Managing Director
Peter Hass, CFP
Managing Director
James Jaramillo, AIF
Vice President & Relationship Manager
Rob Johnson, AIF
Managing Director
Chris Karam, CIMA
Chief Investment Officer
Steve Kellar, CFP
Managing Director
Paul Kubasiak
Senior Investment Analyst
Brandon Lewis
Client Relationship Specialist
Sheryl Lewis
Office Manager
Lorence H. Merritt, CLU, ChFC
Managing Director
Chris Nickoloff, AIF
Managing Director
Samantha Nielsen
Administrative Assistant
Jonathan Novy
Managing Director
Jim O'Shaughnessy, AIF
Managing Partner
Chris Perry
Client Service Associate
Brett Ramsey
Managing Director
Brian Ramsey, CFP, ChFC
Managing Director
Judy Roman
Administrative Assistant
Brian Rosen
Managing Director
Cindy Ruble
Director of Marketing & Communications
Jeff St. John, CRPC
Managing Director
Mark Tonelli, AIF
Managing Director
Jay Warren, RICP, MBA
Managing Director
Jeremy Weith, AIF
Director of Operations
Charles Williams, CFP, AIF, AAMS, CRPC, CRPS
Managing Director
