Wealth Management Team & Services

Retirement Planning
Trust Services

Financial Planning
Escrow Agent Services

Education Planning
1031 Exchange Services

Estate Planning
Investment Management

Kate Miller, CTFA

President, Private Advisory

260-428-7036 | Email Kate | LinkedIn

Kate's Bio

Our experienced Wealth Management team can provide you with personalized financial solutions designed to help you achieve your goals and dreams while protecting what’s most important to you.

Erika Dornseif, CTFA

SVP, Senior Trust Officer

215 W Main St

Fort Wayne, IN 46802
260-428-7052

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Erika's Bio

Matt Lewis, J.D.

VP, Senior Trust Officer

140 E. Carmel Drive

Carmel, IN 46032
317-566-7380

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Matt's Bio

Rachael Rice

Trust Officer

215 W Main St

Fort Wayne, IN 46802

260-428-7033

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Rachael's Bio

Tim Annee

Investment Officer

140 E. Carmel Drive

Carmel, IN 46032

317-816-2949

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Tim's Bio

Medina Habibic

Investment Officer

215 W Main St

Fort Wayne, IN 46802
260-467-5577

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Medina's Bio

Alison Silvey, CTFA

Trust Administrator

140 E. Carmel Drive

Carmel, IN 46032
317-566-3116

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Alison's Bio

Terri Flanigan, CSOP

AVP, Trust Operations Manager

215 W Main St

Fort Wayne, IN 46802

260-479-2625

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Terri's Bio

Scott Freeman, CFA

Chief Investment Officer

215 W Main St

Fort Wayne, IN 46802
260-428-7071

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Scott's Bio

● Not FDIC insured ● Not guaranteed by the bank ● Not a deposit ● Not insured by any federal government agency ● May go down in value

President, Private Advisory

260-428-7036

kate.miller@starfinancial.com

Kate Miller

Kate, who joined STAR in 2014, received both a Bachelor of Business Administration in Accounting and a Masters in Science of Accountancy from the University of Notre Dame. Kate serves as a director on the development committee at the University of St. Francis in addition to serving on the board of directors for Erin's House for Grieving Children and for Kate’s Kart. Kate served as the board of director’s chair at the YWCA of Northeast Indiana prior to her term being completed. She is also a winner of Fort Wayne Business Weekly's Forty Under 40 award.

SVP, Senior Trust Officer

260-428-7052

erika.dornseif@starfinancial.com

Erika Dornseif, CTFA

Erika is a Trust Officer with STAR Wealth Management. In this capacity, she is the primary client contact for trust accounts in northern Indiana, and is responsible for handling estate administration and fiduciary reporting. Erika joined STAR in 2001 after five years with a national financial services firm with offices in Fort Wayne.

Erika graduated from Indiana University with a Bachelor of Science degree in Finance. She serves on the board of the Jorgenson YMCA in Fort Wayne.

VP, Senior Trust Officer

317-566-7380

matthew.lewis@starfinancial.com

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Matt Lewis, J.D.

Matt provides professional fiduciary services with an emphasis on the duties of a trustee and personal representative in the settlement of estates. As a practicing attorney for almost 20 years, Matt has gained insight and experience in the management of personal, family, and business issues. He holds a Juris Doctor from Indiana University Robert H McKinney School of Law. He also holds a Bachelor of Arts in Psychology from DePauw University. He is a member of the Estate Planning Council of Indianapolis and of CICF’s Cornerstone Council.

Trust Officer

260-428-7033

rachael.rice@starfinancial.com

Rachael Rice

Rachael is a Trust Officer with STAR Wealth Management. Rachael joined STAR in 2022 after seven years of experience working for a community bank in Michigan where she managed a trust department. She will be assisting clients with their trust, estate and fiduciary needs.

She currently serves on the Michigan and American Bankers Associations in addition to volunteering with the St. Joseph County (Michigan) Chamber of Commerce.

Investment Officer

317-816-2949 tim.annee@starfinancial.com

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Tim Annee

Tim brings 25 years of experience as STAR’s Investment Officer, where he provides STAR clients with effective and financially-sound planning strategies to help grow and protect their wealth.

He spent time at Regions Wealth Management, OneAmerica Financial Services, and LLH Wealth Management located in Southern Indiana as well as JP Morgan Investment Services and Union Federal Bank and German American Bank. He also played professional baseball in the Oakland Athletics system.

Tim graduated from the University of Indianapolis, earning a Bachelor of Science Degree. He has earned his Series 6, 63, 65 and 7 financial securities certifications as well as insurance licenses in Life and Health and LTC (long-term care).

He serves in the community on the advisory board of the YMCA of Greater Indianapolis as well as a football coach at Center Grove in Southern Indiana. He also served on the Board of Directors for the Baxter YMCA for four years.

Investment Officer

260-467-5577 medina.habibic@starfinancial.com

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Medina Habibic

Medina is an investment officer for STAR Bank working out of the company’s Fort Wayne headquarters. She joined STAR in 2017 as a branch manager for the bank’s Dupont Road location in Fort Wayne after previously working for a community bank in Michigan. As a fiduciary, she will work closely with the wealth management team providing portfolio management and investment research to help STAR clients grow and protect their wealth.

Medina, who completed the Young Leaders of Northeast Indiana program in 2021, holds a bachelor’s degree in Business Administration from Davenport University in Michigan with a minor in Global Project Management. In addition, she has also earned a master’s degree in Business Administration from the University of Saint Francis.

Trust Administrator

317-566-3116 alison.silvey@starfinancial.com

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Alison Silvey, CTFA

Alison is a Trust Administrator who works with a wide variety of fiduciary clients and assists in the compliance and reporting functions of STAR Wealth Management. Alison began her career in the financial industry with STAR in 2014. She joined the Wealth team in 2016.

Alison earned her bachelor’s degree in business from Ball State University and is a graduate of the Cannon Trust School. She currently holds the professional designation of Certified Trust & Financial Advisor (CTFA). Alison is an animal lover and has volunteered with the Madison County Humane Society.

AVP, Trust Operations Manager

260-479-2625 terri.flanigan@starfinancial.com

Terri Flanigan, CSOP

Terri is responsible for the daily operational functions for the department and trust clients. She is a Certified Securities Operations Professional and oversees the organization of the Operations area of STAR Wealth Management.

She joined STAR Wealth Management in July of 2003. Prior to joining STAR Wealth, she was a Securities Trader for Wells Fargo Trust & Investment. She also spent several years at Fort Wayne National Bank, serving as a Securities Trader and an Investment Associate.

A lifelong resident of Fort Wayne, Terri graduated from South Side High School and received an Associate Degree in Business from Ivy Tech College, Fort Wayne. Terri is currently a member of the Institute of Certified Bankers.

Chief Investment Officer

260-428-7071

scott.freeman@starfinancial.com

Scott Freeman, CFA

Scott serves as the Chief Investment Officer for STAR, working out of the company’s Fort Wayne headquarters. In his role, Scott provides STAR clients with effective and financially sound investment strategies to help protect and grow their wealth. As a fiduciary, he works closely with the wealth management team, providing tailored approaches to help clients achieve their financial goals. Scott has over 20 years of experience in investment services. He came to STAR from Fifth Third Bank, where he was a Senior Vice President and Regional Director of Portfolio Management.

He also spent time as a Senior Investment Strategist for Comerica Wealth Management and as an Adjunct Professor at Grand Valley State University. He earned his Bachelor of Business Administration in Accountancy and his Master's in Business Administration in Finance from Western Michigan University. Freeman holds the Chartered Financial Analyst designation. Scott serves the community as a board member of the Michigan Life and Health Insurance Guaranty Association, where he also serves on the audit committee.

Previously, he was a board member of the Kalamazoo Symphony Orchestra, a member of the finance committee for the Kalamazoo Institute of Arts, a director of Broadway Grand Rapids, and a director of the West Michigan Jazz Society.