Investments Team & Services

Amy 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.

As a lifelong resident of Tipton, Amy is very active in her community serving on various boards and in non-profit organizations. Amy has been married over 30 years and loves to play golf and spend time with her kids and grandkids.

Jonathan joined the STAR Investment Services in 2010 and has over 25 years of financial services experience. He is responsible for assisting clients in central Indiana in assessing and pursuing their financial investment goals.

A graduate of Purdue University, Jonathan has earned several designations including Chartered Financial Consultant (ChFC), Certified Life Underwriter (CLU) and RICP (Retirement Income Certified Professional).

He is a lifelong Indiana resident residing in the Carmel area with his wife and 3 children.   

David joined the STAR Investment Services team in 2010 and has over nineteen 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 coaching youth athletics, which include Basketball, Baseball and Softball.  He also volunteers his time at the Fort Wayne Turners Club.

He is a graduate of Carroll High School and earned his bachelor’s degree in Finance/Accounting at Indiana University in Bloomington. David lives in Fort Wayne with his wife Tiffany, son Griffin and daughter Chloe.

Chelsea joined STAR in 2010 and has been with STAR Investment Services since 2015.  Chelsea is focused on delivering exceptional customer service to clients and financial advisors.  She works on marketing campaigns, projects and compliance support for the financial advisors.  

Chelsea has an Associate’s degree in Business Administration from Ivy Tech Fort Wayne and has her Indiana Life and Health Insurance Licenses.  She lives in Columbia City with her husband and three children. 

Lynda is a Registered Sales Assistant with over 25 years of experience. She joined STAR Investment Services in 2004, after working at Charles Schwab and Lincoln Financial. Her primary objective is to provide excellent customer service to clients and support the advisors. She holds Series 7 and Series 63 registrations, as well as Indiana Life and Health Insurance Licenses.

Alec Smith brings his experience in financial services, specializing in assisting clients in Fort Wayne and the surrounding area to assess and help achieve their financial investment goals. With a background serving in the Army National Guard in Iraq for two consecutive tours of duty, Alec's dedication to his hometown of Fort Wayne is unwavering. He is passionate about fostering growth and prosperity within the community, leaving no one behind. Alec firmly believes that a rising tide lifts all ships, but everyone needs a boat, which emphasizes the importance of providing everyone with the means to navigate life's financial challenges. Holding Series 7 and Series 66 registrations, as well as Indiana and Ohio Life and Health Insurance registrations, Alec is well-equipped to guide individuals towards financial success. Beyond the office, he generously volunteers his time on nonprofit boards for various local organizations, further demonstrating his commitment to making a positive impact in his community.