Our Team

Officers

Susie Steel, CFP®

President & Chief Operating Officer

Brad Cougill, CFP®

Vice President & Chief Investment Officer

Marsha Kalasmiki

Business Manager & Chief Compliance Officer

ADVISORS

Marcus Miller, CPA, CFP®

Wealth Manager

Matt Roop, CFP®, CEPA

Wealth Manager

Aidan Finet

Associate Advisor

Isobo Amaso

Associate Advisor

Associates

Shannon Ziegler, FPQP™

Office Manager

Daria Harrison, FPQP™

Client Services Associate

Linda Gehr

Administrative Specialist

Lori Kamminga, FPQP™

Client Services Associate

Lori Conder, FPQP™

Client Services Associate

Trish Mathias

Client Services Associate
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Indianapolis

8440 Woodfield Crossing Blvd, Suite 360
Indianapolis, IN 46240
P: (317) 469-2455

Chicago

1480 Renaissance Dr. Suite 215
Park Ridge, IL 60068
P: (847) 789-5000

Susie M. Steel, CFP®

President & Chief Operating Officer

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As President and Chief Operating Officer, Susie directs the firm’s daily business operations, leading Deerfield’s Wealth Managers and Associate Advisors and providing counsel to a select group of the firm’s clientele.  She brings to Deerfield a passion for innovation, procedural diligence, and disciplined execution capabilities honed over her nearly 30-year financial planning career and strives to make each client and team member feel like they’re family.

Susie has been a principal shareholder and Executive Officer at Deerfield for more than 25 years.  She is a graduate of Ball State University and is a CERTIFIED FINANCIAL PLANNER™ professional as well as a NAPFA Registered Financial Advisor, where she has served as a Regional Board member and on multiple leadership committees.  In addition, Susie held the Accredited Estate Planner professional designation from 2013-2018. 

Susie lives in Carmel, IN and is passionate about giving back to the local communities where she lives and works.  She currently serves on the Financial Center First Credit Union (FCFCU) Board of Directors and the Indianapolis Children’s Museum Planned Giving Council.  She is also very active in the Kiwanis Club of Northwest Indianapolis, the Junior Achievement Volunteer program, and the Certified Financial Planner Board’s Women’s Initiative (WIN) program for diversity and inclusion, which works to address the challenge of under-representation of women in the financial planner workforce.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Brad Cougill, CFP®

Vice President & Chief Investment Officer

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As Vice President and Chief Investment Officer, Brad’s focal points are creating Deerfield’s overall business strategy, leading the investment strategy for the firm, and providing counsel to a select group of our clientele.  He has a relentless passion for learning and growth that is grounded in the wisdom and knowledge he has gained in a career that has spanned nearly three decades.

Brad has been a principal shareholder and Executive Officer at Deerfield for more than 20 years.  He is a graduate of Butler University and is a CERTIFIED FINANCIAL PLANNER™ professional as well as a NAPFA Registered Financial Advisor for which he has served for more than a decade on its Plan Review Committee as well as various sub-committees and leadership task forces. 

Outside of Deerfield, Brad is a member of the Central Indiana Community Foundation’s Cornerstone Counsel.  He also serves as a board member with two national non-profit organizations – the All American Cup, Inc., whose mission is to promote the future of American Saddlebred horses and Hatch for Hunger, Inc., a non-profit focused on creating a sustainable solution to America’s hunger crisis.

Brad is a lifelong resident of Indianapolis, IN where he and his wife of more than 25 years, Lorrie, have raised two daughters. Outside of family and Deerfield, Brad is passionate about and very active in changing the future of food by addressing issues rooted in how we treat our land, grow our food, and ultimately, what we eat. 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Marsha Kalasmiki

Business Manager & Chief Compliance Officer

As Business Manager and Chief Compliance Officer, Marsha is focused on leading the firm’s financial management activities and maintaining client trust by ensuring compliance with all legal and regulatory mandates.  In addition, Marsha works closely with the leadership team overseeing technology, facilities, and human resources.

Marsha has more than 40 years of experience in financial management and operations.  Prior to joining Deerfield in 2011, she worked as a Controller and Director of Information Technology for two large privately held corporations in the fields of healthcare and commercial real estate.  She is a graduate of Indiana University where she earned a Bachelor of Science degree in Accounting.   

When not working at Deerfield, Marsha enjoys refinishing furniture and spending time with her family.  She has four grown children and three grandchildren, along with two dogs.  She loves to entertain family and friends and annually hosts a whiffle ball derby at her home in Westfield, IN.

Marcus Miller, CPA, CFP®

Wealth Manager

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Marcus is passionate about helping clients whose definition of wealthwhile is achieving and maintaining financial independence for their families. In his role as Wealth Manager, he provides comprehensive financial planning, income tax and estate planning, and investment management for a wide array of clients.  Coordinating the activities of their accountants, insurance brokers, estate attorneys, bankers, and other professional advisors is an important part of this strategy. 

Prior to joining Deerfield in 2012, Marcus gained valuable experience working for Big Four accounting firm, PricewaterhouseCoopers, as well as a national brokerage firm, and a prominent independent advisory firm.  He is a graduate of Ball State University where he earned both a Bachelor of Science degree and Master of Science degree in Accounting.  In addition to being a Certified Public Accountant, Marcus is also a CERTIFIED FINANCIAL PLANNER™ professional.  He is an active member of the AICPA and the National Association of Personal Financial Advisors, where he is a NAPFA Registered Financial Advisor. 

Marcus lives in Carmel, IN, with his wife Andrea and two young daughters. He regularly gives back to the community and serves on the Indianapolis Zoo Planned Giving Committee, the Central Indiana Community Foundation Professional Advisors Leadership Council, and the Happy Hollow Children’s Camp Give Back Committee.  In addition, he is trained in Brazilian Jiu-Jitsu where he serves as an instructor to youth in the community.  In his free time, he enjoys spending quality time with his family traveling and participating in outdoor activities such as hiking, bicycling, and camping. 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Matt Roop, CFP®, CEPA

Wealth Manager

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Matt knows the importance of learning each client’s personal definition of wealthwhile and working alongside their other trusted advisors such as accountants, insurance brokers, estate attorneys, and bankers to provide comprehensive financial planning that’s as individual as the client is.

Matt has been active in the investment and wealth management industry since 1997.  He gained valuable and relevant industry experience while working at Charles Schwab & Co., Inc. and later, with a boutique Indianapolis-based independent advisory firm. Prior to joining Deerfield in 2015, Matt took a brief detour from the industry to work for a closely held family business. 

Matt holds a Bachelor of Science degree from Indiana University as well as a Master of Business Administration (MBA) from George Mason University.  In addition, Matt is also a CERTIFIED FINANCIAL PLANNER™ professional, a Certified Exit Planning Advisor, and a NAPFA Registered Financial Advisor.  He is an active member of the Exit Planning Institute and the National Association of Personal Financial Advisors.

Matt and his wife, Kimberly, live in Carmel, IN, where they are raising four active children.  When he isn’t working, he enjoys volunteering with various youth sports organizations and spending quality time relaxing with family and close friends at their lake house in southern Indiana.  He spends time there boating, floating, skiing, and fishing.  In short, if it’s a sport or on the water, it’s for Matt! 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Aidan Finet

Associate Advisor

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With a passion for numbers and data analysis, Aidan provides planning support to our team of Wealth Managers.  As Associate Advisor, he leverages those skills to assist with the management of investment assets and client relationships.  He is actively involved in all aspects of the firm’s wealth management processes and works directly alongside Advisors addressing many of the firm’s most complex client situations.  In addition, he provides support to the Chief Investment Officer (CIO) as a member of the firm’s CIO Cabinet. 

While attending college, Aidan worked part-time for four years at a boutique independent investment advisory firm located in Fort Wayne, IN.  Not only did he gain valuable wealth management industry experience, he also learned how to serve others and was introduced to Deerfield and hired in 2018.

Aidan earned a Bachelor of Science in Public Affairs degree from Indiana University and is currently completing his post graduate education requirements to become eligible to sit for the Certified Financial Planner Board’s comprehensive examination in 2020.  

Aidan resides in Carmel, IN, where he enjoys living an active lifestyle outside his professional one. When not working or studying, he enjoys traveling, exercising, enjoying real food, and craft beer.

Isobo Amaso

Associate Advisor

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Isobo is laser-focused on helping clients realize their wealthwhile dreams so they experience life fully and freely.  This is a source of great personal pride to him and he’s grateful to have a career that helps hard-working families navigate a financial terrain that can be very challenging.

In his role as Associate Advisor, Isobo provides planning support to our team of Wealth Managers, assisting them with the management of investment assets and client relationships.  He is actively involved in all aspects of the firm’s wealth management processes and works most closely with clients focused on achieving and maintaining their family’s financial independence.  In addition, he provides support to the Chief Investment Officer (CIO) as a member of the firm’s CIO Cabinet. 

Isobo joined Deerfield in 2018 upon graduating from Saint Louis University. He earned a Bachelor of Science degree in Finance there and is now completing the post graduate education requirements that will make him eligible to sit for the Certified Financial Planner Board’s comprehensive examination in 2020.     

Isobo currently resides in Indianapolis, IN and is a frequent visitor to Chicago.  When he isn’t working or studying, he enjoys playing recreational sports with his friends, trying new foods and restaurants, and attending and watching live sporting events. Isobo also enjoys working out, where he focuses on CrossFit and boxing.

Shannon Ziegler, FPQP™

Office Manager

In her role as Office Manager, Shannon works closely with our operations team ensuring that our back office runs efficiently and effectively, thus allowing our service teams to focus on delivering excellence to our clients.  She performs a wide array of critical functions in the areas of technology, facilities, financial management, compliance, human resources, and corporate insurance. 

Shannon joined Deerfield in 2005 and served as a Client Services Associate for more than a decade before accepting the role of Office Manager.  Prior to her career at Deerfield, Shannon worked in the hospitality industry as an Event Planner and also in the investment industry for Edward Jones Investments, bringing her tenure in the financial industry now to more than 25 years.

Shannon received an Associate of Arts degree from Ball State University and also earned a Bachelor of Science degree from Indiana University.  In addition, she holds the Financial Paraplanner Qualified Professional™ designation through the College for Financial Planning.

Shannon lives in Tipton, IN and, when not working, she loves being with her grandchildren and spending time outdoors.  There, you’ll find her and her husband, Tim, gardening, camping, riding their Harley-Davidson motorcycle and side-by-side utility vehicle, as well as Jeeping.

Daria Harrison, FPQP™

Client Services Associate

Daria is dedicated to helping clients maintain financial peace of mind by ensuring that they receive exceptional service and that all of their planning and investment needs are being met. 

In her client-facing role as a Client Services Associate, Daria works alongside a team of Wealth Managers and Associate Advisors to implement planning and investment strategies.  She is involved in fielding client questions, gathering client-specific data, opening and closing accounts, maintaining detailed client records, scheduling meetings for her team, processing deposits and distribution requests, as well as handling account transfers and researching special projects.

Daria has been a member of the Deerfield team since 2010 when her former firm was acquired by Deerfield.  She began her career in 2002 and obtained her Financial Paraplanner Qualified Professional™ designation through the College for Financial Planning in 2008.

Daria and her husband, Pat, live in Park Ridge, IL. Together, they have two sons and three grandchildren, along with a 10-year-old Bullboxer-Pit mixed breed dog. In her spare time, Daria enjoys reading, working jigsaw puzzles, being out in nature, and enjoying the sand along the water’s edge. She is fluent in Ukrainian, which was taught to her by her parents, and Daria loves being able to share their rich cultural heritage with her son.

Linda Gehr

Administrative Specialist

In her role as Administrative Specialist, Linda works closely with our Client Services Associates ensuring that our back office runs efficiently and effectively so that they are able to serve our clients with excellence. 

Linda handles a little bit of everything here at Deerfield.  She performs a wide array of critical functions mostly related to establishing and maintaining accurate client records and processing the large inbound flow of correspondence and communications in a timely, personal, and professional manner.  In addition to being a resource for our Client Services Associates, she also provides administrative services for our operations team.

After obtaining her Bachelor of Arts degree in Business Administration and Computer Systems from Grove City College in Pennsylvania, Linda worked in the mortgage industry for a national home builder, ultimately managing their Cincinnati, Ohio office before relocating to the Indianapolis area.  She joined Deerfield in 2012.

Linda and her husband, Ed, live in Westfield, IN, where she enjoys walking her Golden Retriever, Ozzie, as well as riding her bike, hiking, and reading, whenever time allows.

Lori Kamminga, FPQP™

Client Services Associate

Lori’s goal is to help clients live their wealthwhile by ensuring that they receive exceptional service and that all of their planning and investment needs are being met.  She enjoys getting to know clients on a personal level so she can help simplify their financial lives while building relationships.

As a Client Services Associate, Lori works directly with clients alongside a team of Wealth Managers and Associate Advisors to assist with the implementation of their planning and investment strategies.  She spends most of her time responding to client inquiries, gathering data for detailed client-specific recordkeeping, processing distribution and account transfer requests, and researching special projects.  She also handles opening and closing accounts, as well as meeting scheduling for her team.

Prior to joining Deerfield in 2016, Lori spent 15 years working in the banking and public accounting industries in various executive administration roles.  With her passion for professional growth, Lori obtained her Financial Paraplanner Qualified Professional™ designation through the College for Financial Planning in 2017.

Lori lives in Fishers, IN with her daughter, Shelby, along with their dog and cat. She finds great joy in supporting non-profits and community initiatives that improve the lives of others, and is particularly passionate about children, elders, and people living with disabilities. Building strong traditions for Shelby is important, and they love finding ways to make memories by volunteering, cooking, and laughing together.

Lori Conder, FPQP™

Client Service Associate

Lori’s commitment to delivering exceptional service helps clients achieve their wealthwhile and ensures that all of their planning and investment needs are being met.  The most rewarding aspects of her job are the personal one-on-one interactions she has almost daily with clients as it helps her see the positive impact her role has on their lives.

In her role as a Client Services Associate, Lori works directly with clients to help execute the planning and investment strategies developed by her team of Wealth Managers and Associate Advisors.  Main areas of Lori’s focus include: gathering client data, opening and closing accounts, maintaining detailed client records, scheduling meetings, processing deposits and distribution requests and account transfers, researching special projects, and fielding questions.

When she joined Deerfield in 2018, Lori brought 12 years of experience in advertising and promotional product sales and then e-Commerce, most recently at Angie’s List.  Lori very quickly obtained her Financial Paraplanner Qualified Professional™ designation through the College for Financial Planning so that she would have the specific industry knowledge necessary for her to make an immediate impact for her clients and teammates. 

In her spare time, Lori can be found with her three pets Max, Tilly, and Gus, in their home in Little Flower/Irvington, a well-known historic district in Indianapolis. She also enjoys gardening, puzzles, dance, and walking. Whenever time allows, Lori lends a hand in the community as a valued volunteer for Habitat for Humanity’s Women Build initiative.

Trish Mathias

Client Services Associate

Trish takes pride in helping her clients achieve their wealthwhile by ensuring that Deerfield meets all of their planning and investment needs.  She enjoys providing every client with the personal attention and exceptional service they deserve.

As a Client Services Associate, Trish works directly with clients alongside a team of Wealth Managers and Associate Advisors helping them with the implementation of planning and investment strategies.  Her main functions are fielding client questions, opening and closing accounts, scheduling meetings, processing deposits and distribution requests and account transfers.  She also maintains detailed client records and provides research for special projects.

Prior to joining Deerfield in 2019, Trish most recently worked for a boutique independent insurance agency where she managed high-value and complex relationships.  She’d also spent 10 years in the hospitality management industry.  Trish graduated from Eastern Kentucky University in 2011 with a Bachelor of Business Administration degree.

Trish and her husband, Eric, live in Greenwood, IN with her two stepchildren and two dogs. When away from the office, she enjoys crafting, baking, and creating floral arrangements. Trish likes to entertain friends, attend local events, and cheer on the kids in their extracurricular activities.