Our Team

We serve clients in 26 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.

lori

Lori Conder

Lori Conder

Lori recently joined our team as a Client Services Associate in our Indianapolis office, after spending over a decade in a client services role at a local marketing and sales company. She excels at understanding client's concerns and helping find solutions to their problems, so that they can go back to enjoying the important moments in their lives.

Lori's Moments:
Gardening, reading, cooking, spending time with family, friends and dogs. “First Friday’s” in Indianapolis are a favorite weekend each month to take in local art and music. Going to Boston to see her “bonus-daughter” and visiting historical sites are high on the list as well!

Brad

Brad Cougill, CFP®

Brad Cougill, CFP®

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 more 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.

Daria-Harrison

Daria Harrison, FPQP™

Daria Harrison, FPQP™

Daria assists the Advisors as the Client Services Associate in our Park Ridge office. Daria holds a Registered Paraplanner (SM) designation and 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.

Ben-Hockema

Ben Hockema, CFP®

Ben Hockema, CFP®

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 8 years. 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.

Marsha-Kalasmiki

Marsha Kalasmiki

Marsha Kalasmiki

For over 6 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, especially her first two grandchildren!

Linda-Gehr

Linda Gehr

Linda Gehr

For the last few years, Linda has worked as the Client Services Administrator, greeting clients and performing various administrative tasks as needed throughout Deerfield. Linda works hard so that our clients receive accurate and timely information, with the goal that they will have the peace of mind to focus on the moments important in their lives.

Linda's Moments:
Spending time with family and friends.

Lori-Kamminga

Lori Kamminga, FPQP™

Lori Kamminga, FPQP™

Lori joined Deerfield in early 2016 as a Client Services Associate, with 15 years experience in administration within the banking and accounting industries. She uses this background, along with her Registered Paraplanner (SM) designation 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:
Cooking and 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.

marcus

Marcus Miller, CFP®, CPA

Marcus Miller, CFP®, CPA

Marcus joined Deerfield in our Indianapolis office as an Advisor in 2012, after gaining industry experience in 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 Moments:
Spending time with family and friends, traveling and volunteering as a children’s Brazilian Jiu-Jitsu instructor.

Amy-Rawlinson

Amy Rawlinson

Amy Rawlinson

Amy joined Deerfield in 2016 as the Operations Administrator, after spending time in the past 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 service teams can devote full attention to our clients.

Amy's Moments:
Spending time with her husband. Enjoying outdoor water activities and entertaining friends and family.

Matt-Roop

Matt Roop, CFP®, MBA

Matt Roop, CFP®, MBA

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.

Susie-Steel

Susie Steel, CFP®, AEP®

Susie Steel, CFP®, AEP®

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.

Stacey-Swinson

Stacey Swinson

Stacey Swinson

Stacey joined the Deerfield team in Indianapolis in 2017, after working at other local financial advisory firms. She holds a degree from the International Business College and is currently working towards her Registered Paraplanner (SM) designation.

Stacey's Moments:
Her husband of 26 years and two children enjoy spending family time together. She enjoys teaching water aerobics at the YMCA and is very active in her church singing and working in children's ministry.

Shannon-Ziegler

Shannon Ziegler, FPQP™

Shannon Ziegler, FPQP™

Shannon has spent the last 13 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, and Jeeping. Shannon and her husband, Tim enjoy cooking for their family and friends. Family and friends are a very important part of Shannon’s life. The best moments are spent with their two grandchildren Makenna and Kolby.