215 W Main St, Fort Wayne, IN 46802 P 260.428.7036 | email@example.com
Kate joined STAR in 2014 after four years with a public accounting firm in audit services and one year with a hedge fund administrator in regulatory reporting. She 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 the YWCA of Northeast Indiana, Erin's House for Grieving Children and for Kate’s Kart. She is also a winner of the Fort Wayne Business Weekly's Forty Under 40 award.
Erika Dornseif 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.
Matt Lewis 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 Professional Advisors Leadership Council.
Rachael Rice 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.
Tim Annee Investment Officer
46 Monument Circle, Indianapolis, 46204 P 260.479.2511 ext. 2949 I firstname.lastname@example.org
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.
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.
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.
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.
● Not FDIC insured ● Not guaranteed by the bank ● Not a deposit ● Not insured by any federal government agency ● May go down in value