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 Caves, CFP®, CAP® Manager, STAR Investment Services
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.
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.
He lives in Fort Wayne with his wife and two children.
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.
Janna has over 10 years’ experience in financial services, with experience in banking as well as in investment services. She loves getting to know her clients and is skilled at matching them with solutions that will help them meet their unique financial goals.
Janna earned a Bachelor of Arts degree in Spanish International Trade from Auburn University. She completed her Master of Business Administration from Indiana University Fort Wayne in 2015, when she became a licensed banker at STAR Bank.
Outside of the office, Janna serves as the Vice Chairman of the board for the Whitley County Family YMCA.
A southerner by birth, Janna moved to Columbia City in 2012. She and her husband have two young boys and two dogs. You can often find Janna on the treadmill or enjoying the beautiful Indiana scenery outside when the weather cooperates enough to run on the road.
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’sBrokerCheck
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), memberFINRA/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.
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 atwww.ceterainvestmentservices.com.