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Meet the Team

Passion is a characteristic our team shares.

Contact us today. We think you will agree.

With decades of experience, our team exhibits a deep level of respect and profound understanding of your desire to capitalize on your financial success.The State Bank team thrives on taking the time to get to know you, understand your goals and help you realize the future that you’ve envisioned. Meet our dedicated team of professional, experienced wealth management advisors who are committed to providing the strategy, orchestration, management oversight and monitoring of your financial goals and objectives.


Chris P. Jakyma JD, CTFA, AEP®
Executive Vice President
Chief Wealth Management Officer

Chris has more than twenty-five years of wealth management experience focusing on individual legacy planning. He is active within his professional community having served two terms on the National Association of Estate Planners & Councils Board of Directors.

David Bell, CRSP
Executive Vice President

David has been working in the financial industry since 1989 and for State Bank since 1997. He has specialized in designing and administrating defined contribution retirement plans, is actively involved with the asset management process and continues to work with clients to grow their wealth. From plan design to employee communications, David is well versed in all aspects of establishing and maintaining today’s most popular retirement plans. He enjoys all opportunities for communicating the merits of leveraging plan benefits. David received a Bachelor of Business Administration degree in Finance from Bowling Green State University and obtained his Masters of Business Administration majoring in Finance from The University of Toledo. He is also a Certified Retirement Services Professional.

Kelly Cleveland
Senior Vice President
Chief Investment Officer

As Chief Investment Officer, Kelly leads the investment team for State Bank. He is responsible for developing and implementing investment strategies that deliver consistent, superior financial results to our clients. Kelly has a wealth of experience in the financial services industry; where for nearly 30 years he has focused upon the investment management function for foundations, endowments, corporate retirement plans, and individuals. He is a graduate of Ohio State University where he received degrees in Finance and Economics and the Cannon Financial Institute. Kelly has functioned as an adjunct professor at The University of Toledo, authored an economic textbook, and had numerous magazine articles published.

Jake Oberlin
Senior Trust Administrator

Jake joined State Bank in 2013 and serves as Senior Trust Administrator. He is responsible for administering trust, investment agency, and retirement accounts for individuals, families, and businesses. A graduate of Miami University’s Farmer School of Business, in 2010 he received his Bachelor of Science degree in Finance and Decision Sciences. Jake is a current member of Defiance City Council, serving as Council’s First Chairman of the Community Interaction Committee. He is an active member of the city’s golfing community, participating in the foundation and implementation of The First Tee and other similar youth golf programs, sits on the Board of Directors at the Defiance Y.M.C.A., is a member of the Defiance Community Cultural Commission and Defiance Next Generation.

Jim Eaton
Wealth Management Advisor

Jim is responsible for providing clients with financial planning. He brings with him over 20 years of financial consulting and private banking experience. He attended both Ohio State University and Syracuse University, and also holds licenses in Ohio Accident and Health, Life and Variable Annuities along with Series 6, 7, 63, and 65. Jim has served and continues to serve on many boards including: Lima City Schools Board, Lima Convalescent Home Foundation, Johnny Appleseed Parks for People Committee, Citizens for Marimor Committee. He currently is the President of Lima Public Library Board of Trustees, Treasurer of Lima Library Association of Trustees, Treasurer of Pangle Community Service Corporation Board of Trustees and is a Life Member of the Exchange Club of Lima.

Marcie VanSlyke
Wealth Management Advisor

Marcie, a University of Toledo graduate with a degree in Business Management/Finance, is responsible for client relationship management with both the trust portfolios as well as with brokerage.  She started with State Bank in September 2013, and has 21 years of experience in the field.

John Cates
Private Client Advisor

John is responsible for providing a dynamic financial planning experience utilizing his access to loan, deposit and wealth management offerings. He works exclusively for Private Client Group members residing in Defiance, Paulding, Williams and Fulton counties.

David A. Anderson
Senior Vice President
Business Development Officer

David has over 30 years of experience in financial services and is passionate about serving clients holistically.. He holds many degrees and professional certifications, including: a Master of Business Administration in Bank Management from Fairfield University, Graduate School of Banking Diploma from the University of Wisconsin, and a Bank Leadership Institute Certification from Ohio Bankers League.

Liz Zartman
Operations Manager

Liz joined State Bank in December of 1998 with over twenty years experience in trust operations and trust accounting systems. She began her career with State Bank as the Trust Systems Administrator and moved into the Trust Operations Manager position in 2004. Liz attended Indiana University and has participated in numerous seminars and workshops specific to Supervision and Trust Operations and has earned the Securities Operations Professional designation from the Institute of Certified Bankers.

Katie Clementz
Investment Associate

Katie joined State Bank in 2007 where she was a Customer Service Representative and a Deposit Operations Specialist. In December of 2010, she joined the Wealth Management department as an Investment Associate and soon thereafter took on additional Trust Administration duties. Katie graduated from the University of Findlay with a degree in Finance and Business Management.

Sharon Ankney
Operations Assistant

Sharon joined State Bank in 2006. Previously holding a Series 7 license, Sharon worked five and a half years on trading and commission desk with a brokerage firm. She also has an additional 15 years experience in banking.

Melissa Moninger
Trust Administrator

Since December 2000, Melissa has served our client’s needs with her quick responses. Initially, she worked with investment performance data, but now provides support for the Employee Benefits/IRA side of our business. Melissa attends seminars and workshops to improve her knowledge of retirement plan requirements.

Are you financially prepared for your future? 
We can help put you on the right path.
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Wealth Management

Our local, expert staff provides custody, trust and investment management with the highest quality service. You can expect first-class in all that we do. We look forward to serving you.

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