Susie Steel (CFP®)

Susie Steel focuses in the
following client markets or areas of practice:

  • Investment Advice with Ongoing Management
  • Women's Financial Planning Issues

Planning Specialties

As a shareholder and owner of Deerfield since 1995, Susie has been instrumental in developing the firm into one of the leading fee-only financial advisory firms in the Midwest.  In addition to working directly with clients, Susie provides leadership and strategic direction to the firm as the Chief Financial Officer, Chief Compliance Officer and a member of the Board of Directors.

Throughout her career she has dedicated herself to helping her clients achieve a satisfying balance between their personal and financial lives.  Susie has been instrumental in serving clients directly as well as positioning the firm to increase the number of clients it can efficiently and effectively serve. Her strict attention to detail and organizational effectiveness enhance Deerfield’s commitment to maximize the value of its advisory services and strengthen its relationships with clients.

Since 1993, Susie has been an active member of the National Association of Personal Financial Advisors and has served on its various committees including the Regional Board of Directors.  In addition, she is a past Board Member of the Financial Center Credit Union and has been active in various leadership positions that support local Christian ministries.  Susie currently invests her time through active membership in the Central Indiana Community Foundation’s Professional Advisors leadership Council, the Financial Planning Association (FPA), and the Indianapolis Children’s Museum Planned Giving Council. 

“I understand how difficult it is for successful, busy people to achieve a satisfying balance between their personal and financial lives.  I find it both professionally and personally rewarding to help our clients develope and work towards their financial goals which can provide balance to their overall lives.”

NAPFA Start Date

July 27, 1993


This Office

8440 Woodfield Crossing Blvd Ste 360 Indianapolis, IN 46240-4346 Phone: (317) 469-2455 Fax: (317) 469-2460

Other Offices

Brick & Mortar 11 N. Northwest Hwy Park Ridge, IL 60068-1353 Phone: (847) 789-5000 Fax: (815) 572-9291