The STAR Investment Services Team
Your Collaborative Financial Team
Meet the financial professionals at STAR Investment Services. Located at STAR Bank, our credentialed and experienced advisors and financial professionals are committed to helping you pursue financial confidence at every stage of life. From retirement planning to legacy strategies, our team works collaboratively to simplify the complex, educate with clarity, and provide guidance that puts your future first.
Janna Henney
Program Manager & Financial Advisor
Alec Smith
Associate Financial Advisor
Amy Gray
Investment Representative
Chelsea Richmond
SIS Client Service Specialist
David Mahlan
Financial Advisor
Jonathan Jacoby, ChFC®, CLU®
Financial Advisor
Lynda Getz
SIS Client Services Specialist II
About Our Clients
Explore the individuals, families, and businesses of Indiana that we proudly serve.
How We Work Together
Explore our collaborative process designed to simplify the complex.
Contact Us
Let’s connect and start building a plan for the life and legacy you want.