Katie Dalton As a Senior Relationship Manager, Katie partners with Plan Sponsors to consult on plan design and administration best practices, including 401(k), 403(b), 457, Defined Benefit, and Non-Qualified Plans. She provides investment and fiduciary support, as well as meets with employees to help them pursue their retirement goals. Katie provides a high level of service and attention to each of her clients, resulting in strong partnerships based on trust and confidence.

Katie joined Sheridan Road in 2021 and has more than 20 years of experience as a Relationship Manager. She has earned the Qualified Plan Administrator (QKA) designation from ASPPA, the Certified Plan Fiduciary Advisor (CPFA) credential from NAPA, and the Accredited Investment Fiduciary (AIF®) from fi360. She holds her FINRA Series 6 and 63 licenses through LPL Financial, and holds a Life Insurance license. She has a BS in Environmental Biology from Ohio University. Katie serves as the Greater Cincinnati/Kentucky Chapter Co-Chair for the Women in Pensions Network.

Katie Dalton
d: 513-321-0903
e: kdalton@sheridanroad.com