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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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George Forsyth

Associate Financial Advisor

9102 N. Meridian Street | Indianapolis, IN 46260
P 317.816.2922 | george.forsyth@ceterais.com 

With over 25 years of success in investment services, George Forsyth serves as a Financial Advisor in the northeast Indianapolis area. He is adept at helping his clients with financial planning and decision-making. He is trusted to offer the appropriate solutions for his clients and act in their best interest to meet their needs.

Outside of the office, George is active in the Hendricks County community. He is an avid motorcyclist and has participated in charitable rides for First Responders, Specific Law Fire Departments, Riley Children’s Hospital, Wings of an Angel, Wounded Warriors and Wounded Indiana Veterans. He also serves on the board of Hendricks County Senior Services and Hendricks County Media Educational Foundation.

George attended the University of Northwestern. He resides in Hendricks County,           where he spends time with his son, two dogs, and one grand-dog.

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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.

Janna Henney
Associate Financial Advisor

105 Frontage Road, Columbia City, IN 46725 
P 260.248.6040 | janna.henney@ceterais.com

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.

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 Mahlan

David 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 CFG STC Insurance Agency LLC), 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.