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Investment Services

Wealth Management | Investment Management | Foundations & Endowments | Retirement Plans


STAR Investment Services begins with a disciplined discovery process to ascertain the right type of investments for you. We will guide you through the potential outcomes of a variety of traditional options, such as equity and fixed income investments as well as less traditional choices including commodities, private equity funds, real estate, and others to help you align your risk tolerance with your desired investment performance. A Financial Advisor then supports you in crafting and monitoring your portfolio, offering recommendations for adjustments as needed. 


MEET OUR TEAM OF ADVISORS

John CavesJohn Caves, CFP®, CAP®
Manager, STAR Investment Services

3610 River Crossing Parkway, Indianapolis, IN 46240
P 317.566.3102 | john.caves@ceterais.com

John leads a team of Financial Advisors across Indiana to guide clients to help them achieve their financial goals. He has over 20 years of experience in financial services and uses his specialized designations and experience in financial planning to develop solutions based on individual goals and unique financial needs.

He works with clients to help ensure they have enough income to enjoy retirement, helps clients avoid bad financial decisions, and fixes financial behaviors that keep people from realizing their goals. He invests his time researching trends in investing technology and spends time outside the office improving the communities where he lives and works.

John earned his Bachelor’s degree in Business Management from University of Phoenix.

He finds joy with his wife and two children, traveling to sunny beaches and exploring small, European cities.

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Alan DuffAlan Duff 
VP, Investment Adviser Representative

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

Alan is a registered investment representative with more than 20 years of financial experience. 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 65 securities licenses.

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

When he is not guiding clients to financial success, Alan is active with youth sports. He lives in Huntertown with his wife and two children. 

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Amy GrayAmy Gray

Investment Representative

874 E. Jefferson Street, Tipton, IN 46072
P 765.675.5429 | amy.gray@ceterais.com
 
Amy Gray has over 30 years of financial services experience. She joined the STAR Investment Services team in 2012 and is responsible for assisting clients in Central Indiana with their financial investment needs.
 
Outside of the office, Amy serves on the Tipton County Chamber of Commerce board, is a member of the Tipton Rotary Club and volunteers with many other non-profit organizations.
 
Amy and her husband reside in Tipton.


Jonathan JacobyJonathan Jacoby, ChFC®, CLU®
Financial Advisor

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

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.

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David MahlanDavid Mahlan
Financial Advisor

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

David Mahlan joined STAR in 2010 and has over eight 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. 

 

Check the background of this investment professional on FINRA’s BrokerCheck
 
Located at: 127 W Berry Street, Fort Wayne, IN 46802 (260) 428-7096
 
Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFGIS Insurance Agency), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Investments are: *Not FDIC/NCUSIF insured *May lose value *Not financial institution guaranteed *Not a deposit *Not insured by any federal government agency.
 
Click here to view Cetera Investment Services Privacy Policy, other Important Information and Business Continuity Plan.
 
This site is published for residents of the United States only. Registered Representatives of Cetera Investment Services LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Investment Services LLC site at www.ceterainvestmentservices.com.