Wealth Management Team & Services

Retirement Planning
Trust Services

Financial Planning
Escrow Agent Services

Education Planning
1031 Exchange Services

Estate Planning
Investment Management

Kate Miller, CTFA

President, Private Advisory

(260) 428-7036 | Email Kate (Opens in a new Window) | LinkedIn (Opens in a new Window)

Kate's Bio

Our experienced Wealth Management team can provide you with personalized financial solutions designed to help you achieve your goals and dreams while protecting what’s most important to you.

Jeff Coil

Senior Investment Officer
215 W Main Street

Fort Wayne, IN 46802
(260) 467-5578
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Matt Lewis, J.D.

VP, Senior Trust Officer

140 E. Carmel Drive

Carmel, IN 46032
(317) 566-7380

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Medina Habibic

Investment Officer

215 W Main St

Fort Wayne, IN 46802
(260) 467-5577

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Rachael Rice

Senior Trust Officer

215 W Main St

Fort Wayne, IN 46802

(260) 428-7033

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Terri Flanigan, CSOP

AVP, Trust Operations Manager

215 W Main St

Fort Wayne, IN 46802

(260) 479-2625

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Tim Annee

Investment Officer

140 E. Carmel Drive

Carmel, IN 46032

(317) 816-2949

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

President, Private Advisory

260-428-7036

kate.miller@starfinancial.com

Kate Miller

Kate, who joined STAR in 2014, 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 Erin's House for Grieving Children and for Kate’s Kart. Kate served as the board of director’s chair at the YWCA of Northeast Indiana prior to her term being completed. She is also a winner of Fort Wayne Business Weekly's Forty Under 40 award.

VP, Senior Trust Officer

317-566-7380

matthew.lewis@starfinancial.com

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Matt Lewis, J.D.

Matt 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 Cornerstone Council.

Senior Trust Officer

260-428-7033

rachael.rice@starfinancial.com

Rachael Rice

Rachael is a Senior 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.

Investment Officer

317-816-2949 tim.annee@starfinancial.com

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Tim Annee

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.

Investment Officer

260-467-5577 medina.habibic@starfinancial.com

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Medina Habibic

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.

AVP, Trust Operations Manager

260-479-2625 terri.flanigan@starfinancial.com

Terri Flanigan, CSOP

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.

Investment Officer

260-467-5577 jeff.coil@starfinancial.com

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Jeff Coil

Jeff is a Senior Investment officer working out of STAR’s Fort Wayne headquarters. Jeff previously worked as a Senior Institutional Advisor for PNC. Before that, he spent time at Legal & General Investment Management, AEGON/Transamerica and CNO Financial Group. He earned his bachelor’s degree in finance from Indiana University Fort Wayne. He also passed level 1 of the CFA, earned Series 6, 7, 63, and 65 licensing and is a fellow of the Life Office Management Institute (FLMI). Jeff is from Fort Wayne and gives back through his nonprofit service, including having served on the finance committees of the YMCA of Greater Fort Wayne and a Mother’s Hope. He also served as a board member for the YMCA of Greater Fort Wayne. He loves to give back to the community though volunteering as an instructor for Junior Achievement, Real Men Read, and Meals on Wheels. In his spare time, Jeff is a semi-pro pickleball player and travels the country playing in tournaments.