Trust & Investment Officers

We are committed to looking out for you.

The right advice supports and builds your investments, leading to substantial returns and adding considerable value to your life and your retirement. 

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Keith Davis
President, STAR Wealth Management

127 W. Berry Street, Fort Wayne, IN 46802
P 260.428.7031 |

Keith directs and leads the trust officers and financial advisors of the STAR Wealth Management team in Fort Wayne, Indianapolis, Marion, and Muncie. His 30 years in the industry gives him the background and vision to help STAR's customers find the best and most successful investment strategies. A graduate of the Indiana University School of Business, Keith earned his MBA from Taylor University, graduating with distinction.

Keith helps high net worth clients with trust, estate planning, investment management, and retirement planning. In Fort Wayne, Keith is a Director at the University of St. Francis. He also serves on the Northeast Indiana Regional Workforce Board and on the board of directors for the Fort Wayne Civic Theater. Keith lives in Fort Wayne with his wife and two children.

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Erika Dornseif, CTFA
VP, Trust Officer

127 W. Berry Street, Fort Wayne, IN 46802 

P 260.428.7052 |

Erika Dornseif is a Trust Officer with STAR Wealth Management. In this capacity, Erika 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 carries multiple NASD licenses as well as the Indiana Health Insurance license. She graduated from Indiana University with a Bachelor of Science degree in Finance. Erika lives in Fort Wayne with her husband and daughters.

Laura Small
VP, Senior Trust Officer

3610 River Crossing Parkway, Ste. 100, Indianapolis, IN 46240
P 317.566.3113 |

Laura began her career in fiduciary services in 2004. Prior to her banking career, she worked for two large area law firms to develop her skills in the estate planning and administration areas. She has significant experience in estate, personal trust and charitable trust administration, along with considerable experience in fiduciary income and death tax preparation. Laura uses her broad experience and fiduciary knowledge to find solutions for her clients’ financial, tax, investment and estate planning needs. Her experience has taught her to be attentive to her clients’ needs and goals and to look for appropriate solutions that add value.

Laura has earned degrees from both Ball State University and Indiana University Purdue University Indianapolis and is an honor graduate of the Cannon Trust School. She currently holds the professional designation of Certified Trust & Financial Advisor (CTFA). She is active in her community and is currently serving as the secretary of Fair Haven Foundation and serves on the Planned Giving Committee of WFYI. Laura is also a member of the Indianapolis Estate Planning Council.

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Kate Miller
Trust Officer & Compliance

127 W. Berry Street, Fort Wayne, IN 46802
P 260.428.7052 |

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. She and her husband, Brian, reside in Fort Wayne.

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Terri Flanigan, CSOP
AVP, Trust Operations Manager

6230 Bluffton Road, Fort Wayne, IN 46809
P 260.428.7052 |

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.

Terri lives in Fort Wayne with her husband.

David Tracey
Investment Analyst

127 W. Berry Street, Fort Wayne, IN 46802
P 260.428.7052 |

Davis is an investment research analyst for the Private Advisory Team. In this capacity, he analyzes individual investments and assists in managing portfolios. In addition to his research responsibilities, David also performs security trading, assists in client presentations, coordinates the quarterly Investment Committee meetings, and manages investment portfolio performance.

He received a Bachelor's degree in Finance from Manchester University and holds a MBA from Indiana University. David also holds a Series 7 and 66 securities licenses.


Doug Langen, CFP®
VP, Senior Investment Officer

127 W. Berry Street, Fort Wayne, IN 46802
P 260.428.7052 |

Doug has over 25 years experience managing assets for Endowments, Foundations, Not for Profit Organizations, and high net worth families and individuals. His duties at STAR include individualized portfolio management, strategic asset allocation, financial and estate planning. 

He received his Bachelor of Science degree in Management from the Krannert School of Management at Purdue University, and completed his course study for his Certified Financial Planner designation at Taylor University.

Josh Sipe
VP, Investment Officer

127 W. Berry Street, Fort Wayne, IN 46802
P 260.428.7048 |

Josh Sipe joined STAR in 2008 and has previously led treasury and risk management functions for the bank. In his current role as Investment Officer, Josh helps STAR’s clients formulate successful investment strategies and provides ongoing portfolio management.

Upon graduating from the Miller College of Business at Ball State University with a BS in Finance, Josh went on to earn his MBA from Taylor University. Currently, he is a candidate in the Chartered Financial Analyst (CFA) Program.

Outside of the office, Josh serves on committees at Arts United and Turnstone and is active in his church.

Josh resides in Fort Wayne with his wife, Lauren, and their son.

● Not FDIC insured ● Not guaranteed by the bank ● Not a deposit ● Not insured by any federal government agency ● May go down in value