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STAR Investment Services Profiles

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Alan S. Duff
Financial Advisor


Alan is a registered investment representative with more than 16 years of financial expertise. Alan uses his knowledge of markets and securities to structure and manage investment portfolios for his clients. Alan holds his Series 7, 24, 63 and 66 securities licenses.

Alan earned his bachelor’s degree in business from Indiana University in Fort Wayne. 

When he’s not guiding clients to financial success, Alan volunteers as a board member for Leadership Fort Wayne. He’s also active with youth sports. He lives in Huntertown with his wife and two children.

127 W. Berry Street, Fort Wayne, IN 46802
260.428.7033 | alan.duff@ceterais.com



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David Mahlan
Financial Advisor


 

David Mahlan joined STAR in 2010 and has seven years of financial services experience. He is responsible for assisting clients in Fort Wayne and the surrounding area in assessing and helping them meet their financial investment goals.

Outside of the office, David volunteers his time to various activities for the Woodburn Lions Club and Monroeville Chamber of Commerce.

He is a graduate of Carroll High School and earned his bachelor's degree in finance/accounting from Indiana University. David lives in Fort Wayne with his wife Tiffany and son Griffin.

127 W. Berry Street, Fort Wayne, IN 46802
260.428.7098 | david.mahlan@ceterais.com

 



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Jonathan Jacoby
ChFC, CLU, Financial Advisor


 

Jonathan Jacoby joined the STAR Investment Services team in 2010. He is responsible for assisting clients in central Indiana in assessing and meeting their financial investment goals.

He has leant his experience to several area community organizations and actively spends time outside of the office volunteering for various community service activities.

He earned the designations of Chartered Financial Consultant and Certified Life Underwriter. Jonathan holds a bachelor's degree from Purdue University.

3610 River Crossing Parkway, Indianapolis, IN 46240
317.566.3115 | jonathan.jacoby@ceterais.com