Star Financial Bank

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.

140 E. Carmel Drive, Carmel, IN 46032

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. She earned her bachelor’s degree in business from Ball State University and is a graduate of the Cannon Trust School. Alison currently holds the professional designation of Certified Trust & Financial Advisor (CTFA).