Our Team

We serve clients in 27 states from our two offices in Indianapolis, IN and Park Ridge, IL. Read below to learn more about each team member and their important moments.

Zuzana Birova, MBA

Zuzana has worked at Deerfield for over 8 years as the Investment Operations Manager, monitoring...

Zuzana has worked at Deerfield for over 8 years as the Investment Operations Manager, monitoring all investment portfolios and assisting the Chief Investment Officer with research of securities, asset allocation and investment strategies for our clients. Zuzana focuses a significant amount of time on creating client reporting deliverables and reconciling performance data so that the Advisors can spend their time with their clients.

Zuzana's Moments:

Catching up with her family (over Skype), conquering the mountain bike trails in Brown County and planning the next big trip.

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Brad Cougill, CFP®

Since 2000, Brad has been an Advisor and Shareholder at Deerfield Financial Advisors, Inc. Having...

Since 2000, Brad has been an Advisor and Shareholder at Deerfield Financial Advisors, Inc. Having grown up in a household of educators, Brad has embraced this passion of a lifetime of learning and helping others through his CERTIFIED FINANCIAL PLANNERTM designation, along with his involvement in various industry groups, such as the National Association of Personal Financial Advisors (NAPFA). Brad focuses his time especially in mentoring others in the firm and educating his clients on sophisticated concepts in a thoughtful, concise, and easily understood manner. His hope is that by providing the clarity and financial direction to our clients, they will be less anxious and uncertain around money issues and are able to focus on the important moments in their lives. 

Brad's Moments:

Spending time with wife and two daughters, enjoying the outdoors and giving back to the community via Central Indiana Community Foundation Professional Advisors Leadership Council and Cornerstone Council.

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Susanna Falkmann

Clients who have been to the Indianapolis office the last 3 years have probably been...

Clients who have been to the Indianapolis office the last 3 years have probably been greeted by Susanna’s smiling face. She is the Office Administrator, working on a multitude of interoffice tasks and projects across the company, which allows our client service teams to spend more time directly serving clients. 

Susanna's Moments:

Watching Colts football & movies with her husband, spending time with their young son Sawyer, and traveling when time permits

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Daria Harrison, RP®

Daria assists the Advisors as the Client Services Associate in our Park Ridge office. Daria...

Daria assists the Advisors as the Client Services Associate in our Park Ridge office. Daria has spent the last 15 years in a similar capacity and brings a Registered Paraplanner (SM) designation to Deerfield. Daria strives to accommodate all client needs so that they have the peace of mind to focus on those moments that are most important to them.

Daria's Moments:

Cooking and spending time with family and friends

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Ben Hockema, CFP®

Ben has been helping clients plan for financial surprises and focus on the important moments...

Ben has been helping clients plan for financial surprises and focus on the important moments in their lives from our Park Ridge, IL office for over 6 years and became shareholder in 2017. Ben fulfilled the requirements to become a CERTIFIED FINANCIAL PLANNERTM, including education, experience, ethics and exams, so that he could be prepared to serve his clients with the tools to aid in providing clarity and direction. 

Ben spends time engaging in industry study groups through the National Association of Personal Financial Advisors (NAPFA) and he was selected for the Inaugural Class of Schwab’s Executive Leadership Program in 2014. Both have helped provide great insight to the best practices of financial planning firms nationwide, which Ben has incorporated into his service to his clients. 

Ben's Moments:

Spending time with family and friends, learning and developing new recipes to use in the kitchen and on his smoker grill, playing volleyball, golf, and catching Cubs and Blackhawks games.

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Marsha Kalasmiki

For over 5 years, Marsha has worked as the Business Manager in our Indianapolis office...

For over 5 years, Marsha has worked as the Business Manager in our Indianapolis office. Marsha has brought over 20 years of experience as a Controller and Director of Information Technology to Deerfield, which she uses to help manage the firm’s financial and account operations, compliance program and activities, business process and human resources. She strives to improve our internal processes so that Deerfield can spend the most time helping our clients focus on the important moments in their lives. 

Marsha's Moments:

Taking walks on the Monon Trail, traveling, refinishing furniture, reading, spending time with her family and looking forward to her first 2 grandchildren in 2017!

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Linda Kathan, RP®

Linda began happily greeting clients in our Indianapolis office as the Front Office Administrator in...

Linda began happily greeting clients in our Indianapolis office as the Front Office Administrator in 2006. She then gained her Registered Paraplanner (SM) designation and currently works with many Deerfield clients as the Client Services Associate alongside various Advisors in the firm. Linda is most excited when she sees clients achieving their financial goals so that they can spend their time doing the important things in their lives.  

Linda's Moments:

Spending time with her two sons, Breeding and Exhibiting Westies, and being an active member of the Performing Arts Community.

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Lori Kamminga

Lori joined Deerfield in early 2016 as the Client Services Associate, with 15 years experience...

Lori joined Deerfield in early 2016 as the Client Services Associate, with 15 years experience in administration within the banking and accounting industries. She uses this background to support her client service team in providing clarity and direction to our clients so that they can focus on the important moments in their lives. 

Lori's Moments:

Spending time with her family and supporting a number of local non-profits, particularly focusing on helping provide opportunities to people with disabilities and services to children, families, and seniors

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Marcus Miller, CFP®, CPA

Marcus joined Deerfield in our Indianapolis office as an Advisor in 2012, after gaining industry...

Marcus joined Deerfield in our Indianapolis office as an Advisor in 2012, after gaining industry experience both accounting and financial planning. Marcus has focused on expanding his knowledge through his Master’s Degree in Accounting from Ball State and CERTIFIED FINANCIAL PLANNERTM and CPA designations. Marcus incorporates this depth of education and experience into helping guide clients through complex financial planning situations, providing clear direction so that they can focus on their business and personal lives. 

Marcus gains valuable insight into best business and industry practices through his association with the American Institute of CPAs (AICPA), and the National Association of Personal Financial Advisors (NAPFA), which he integrates into helping clients focus on the important aspects of their lives. 

Marcus's Moments:

Spending time with family and friends, traveling and volunteering as a children’s Brazilian Jiu-Jitsu instructor

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Amy Rawlinson

Amy recently joined Deerfield as the Operations Administrator, after spending time in the last 1...

Amy recently joined Deerfield as the Operations Administrator, after spending time in the last 16 years in the investment and healthcare industries. Her primary role is to support many vital areas of the business, including Compliance and Marketing, so that each of our client services teams can devote full attention to our clients.

Amy's Moments:

Enjoying outdoor water activities, boating, swimming and entertaining friends and family.

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Matt Roop, CFP®, MBA

Matt joined Deerfield as an Advisor in 2015, bringing industry experience since 1997. Matt has...

Matt joined Deerfield as an Advisor in 2015, bringing industry experience since 1997. Matt has completed the requirements for the CERTIFIED FINANCIAL PLANNERTM designation and earned his MBA in 2004. These educational qualifications, along with direct experience with a family owned business have helped prepare Matt to work with clients across many different life stages, but especially in life transitions of owners as they build and ultimately exit their businesses. 

Matt's Moments:

Spending time at the lake with family, being active within the Carmel Swim Club and coaching son’s travel baseball team

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Susie Steel, CFP®, AEP®

Susie understands how difficult it can be for successful, busy people to achieve a satisfying...

Susie understands how difficult it can be for successful, busy people to achieve a satisfying balance between their personal and financial lives. Since 1995, she has worked as an Advisor and shareholder at Deerfield, focusing her time on helping our clients achieve this balance.

Susie is a CERTIFIED FINANCIAL PLANNERTM and has met the stringent requirements of experience, knowledge, education, professional reputation and character required to receive the Accredited Estate Planner® (AEP®) designation. Susie combines her specialized education and experience to help provide financial direction and clarity to our clients across many different circumstances.

Susie's Moments:

Spending time with her family and volunteering her time supporting various financial planning and leadership associations as well as local Christian ministries

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Shannon Ziegler, RP®

Shannon has spent the last 11 years helping clients focus on the important moments in...

Shannon has spent the last 11 years helping clients focus on the important moments in their lives by assisting the Advisors with the development and monitoring of client financial plans. She uses her prior experience in the life insurance and securities brokerage industries, along with her education as a Registered Paraplanner (SM) to provide her team excellent support in attending to the unique needs of each of our clients.  

Shannon's Moments:

Enjoying the great outdoors by gardening, boating, Jeeping, and cooking with her husband for family and friends

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Dick Bellmer, CFP®

In 1985, Dick started Deerfield Financial Advisors, Inc. with the goal to help clients understand...

In 1985, Dick started Deerfield Financial Advisors, Inc. with the goal to help clients understand their financial situation and to help them make key decisions so that they could focus on the important moments in their lives.  Dick grew the business guiding clients and his associates towards achieving their goals. He now serves on the Board of Directors, continuing to offer his insight and experience for the welfare of all involved with the firm.

Dick's Moments:

Splitting time in Canada and Hilton Head with his wife, golfing, building an outdoor railroad and enjoying time with their Australian Labradoodle Milo

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