Insurance Planners

Mike joined Korhorn Financial Group in 2004 after serving as an intern his senior year of college. Since then, Mike has earned his Certified Financial Planner™ (CFP®) and Chartered Financial Consultant (ChFC) designations in addition to certifications in life and health, property and casualty, and long-term care (LTC) insurance. He is also an Enrolled Agent with the IRS.

As a Certified Financial Planner, Mike has served many clients with creative retirement and investment planning services. His comprehensive approach to wealth management provides guidance and tools to help families, individuals, business owners, and other clients break down complex decisions and plan their financial futures.

In addition to being a financial advisor, Mike serves as a member of the KFG Executive Team and co-chair of KFG’s Investment Planning Committee. He previously served as Human Resource director for ten years. Mike is also the host of KFG’s weekly radio program and podcast, The Wise Money Show with Korhorn Financial Group™.

Mike serves the local community as a board member for Patchwork Dance Company, and at his local church. He has also served as chairperson for the local Young Life committee. He previously led a summer class on personal finance at the University of Notre Dame through its TRiO program. In 2016 Mike was recognized by the St. Joseph County Chamber of Commerce as one of the community’s Forty Under 40 emerging community leaders.

As an NCAA hockey player at a small college in New York, Mike had a career-ending injury and transferred to Michigan State University where he graduated cum laude with a degree in Finance. Mike and his wife, Cynthia, were married in 2006 and now live in Granger, Indiana, with their three children.

Bill has worked as a financial advisor since his graduation from Bethel College in 2002 where he received a Bachelor of Arts degree in Business Administration and minored in Accounting. He joined the team at Korhorn Financial Group in 2013.

As a Certified Financial Planner™, his professional goal is to help as many people and businesses as possible achieve their financial goals and realize their dreams. Bill has always enjoyed working with numbers, and has the heart of a teacher when working with his clients to better understand the numbers that are present in their financial lives. Of the many reasons Bill has for working at KFG, he continues to be excited by the fact that we are a firm that can truly work with clients on all aspects of their financial lives. Each tax season finds Bill serving clients with their tax preparation and review needs.

Bill and his high school sweetheart, Eve, were married in 2002 and have been blessed with one lovely daughter, Eden. For fun, they enjoy cheering for the Fighting Irish of Notre Dame, going on bike rides and hitting up the summertime festival circuit throughout the great state of Indiana!

Amy joined Korhorn Financial Group in 2014 after serving as an intern for three years in the Insurance and Wealth Management departments. Amy holds life, health, property and casualty, and long-term care insurance licenses. Amy serves a variety of individuals and retirement plan participants by doing comprehensive financial advising and asset management. In addition to being a Certified Financial Planner™ on the team, Amy is also a part of the Investment Planning Committee. During tax season, Amy splits her time in the Granger Office and Niles Offices meeting with clients and preparing taxes.

Amy has lived in Granger her entire life and attended Penn High School. After attending Penn, Amy attended Purdue University in West Lafayette where she earned a Bachelor of Science degree in Financial Counseling and Planning with a minor in Management. Amy and her husband, Austin, were married in 2015 and in 2016 got their first pet, a Miniature Australian Shepheard named Mia. Amy and Austin enjoy traveling together. Their favorite place has been Florence, Italy where they spent their honeymoon. Amy is a big sports fan, after playing soccer for almost 15 years, and has had season tickets to the Notre Dame Women’s Basketball games since 2001.

Brad joined the team at Korhorn Financial Group in 2014. An alumnus of Bethel College, he graduated with a Bachelor of Arts in Biblical Studies, a Bachelor of Science in Mathematics, and a minor in Philosophy. He currently holds FINRA Series 7 and Series 66 licenses.

Outside of the office, Brad serves as a deacon at Tree of Life Anglican Church. He can usually be found spending time with students in their youth group and playing board games with friends. 

Jacob joined Korhorn Financial Group in 2018 after working in commercial lending at Wells Fargo Bank for two years. He enjoys helping people learn to succeed financially and obtain financial freedom, as well as helping business owners navigate the complexities their financial lives. 

Jacob grew up in a farming community near Bremen, IN, and is a graduate of Purdue University with a degree in agricultural economics. His background helped him learn the value of honesty, integrity, and hard work. He and his high school sweetheart, Heather, were married in summer of 2018 and reside in Osceola, Indiana. Together they enjoy global travel and exploring new places. Outside of work you can find Jacob staying active by running, hiking, and exploring the outdoors.

Heather comes to us as a graduate from Saint Mary’s where she received her Bachelor of Arts degree in Communications in 1996. She met her husband, Brent, in high school, but they attended rival schools. No rivalry could keep this couple apart! They married in 1998 and have two wonderful boys, Mason and Ryan, as well as a loving golden retriever named Bentley.

Originally a long time client of the firm, Heather came to work at KFG in January of 2013 and now serves as the Client Service Coordinator for Kevin, Matt, and Bill. She is also FINRA Series  11 licensed. Her work involves handling scheduling, client calls and emails, distributions, and after-appointment follow-through items. In her spare time she enjoys traveling, spending time with family, and watching her boys play sports. (Oh, and don’t forget about rooting for Notre Dame! Go Irish!)

Griffin joined Korhorn Financial Group in August of 2018 after graduating from Ball State University with a degree in psychological science. As our Client Service Coordinator, he is happy to pursue his passion for working with and helping others reach their full potential. He views financial planning as an opportunity to help clients achieve financial health, which in turn improves their overall health and wellbeing. He is currently pursuing his FINRA Series 65 license and hopes to become a Certified Financial Planner in the future.

Griffin was born and raised in Northern Indiana, and as a by-product, he is a passionate Notre Dame football fan. In his spare time, he can be found all over the world as an avid traveler, on the links golfing at one of the local courses, tailgating at Notre Dame, or spending time with friends and family. Griffin is excited to add to the fun and productive culture at KFG. Griffin also enjoys being one of the few KFG eligible bachelors.

Summer joined KFG in December of 2007 after graduating from Indiana University with a Bachelor of Arts degree in Political Science. After serving in various roles in the Wealth Management department, Summer now focuses on management and training of the wealth management team. Summer has obtained FINRA Series 7, 66, and 24 licenses, life & health insurance license, and her Certified Financial Planner™ designation. In addition to serving in this capacity, Summer’s passion at KFG is to continually strive to improve the systems, procedures, and tools used to deliver financial services, as well as to assist in the development of staff training and competency.

Summer and her husband, Jeremy, have been married since 2005. They have three Siberian Huskies, Remmy, Siggy, and Ruger, and have plans to expand their hobby farm with the addition of a livestock barn next spring. When Summer and Jeremy are not working on their hobby farm, they enjoy hiking, camping, and spending time with their family.

Allegrita, better known as Lai, is a graduate of Penn High School and graduated from Indiana University South Bend with a degree in elementary education in 2005. She spent 10 years working at her church, followed by one year working at a bank, before she joined the Implementation Team at KFG team in the fall of 2017.

Lai was born and raised in the south, but has called the Mishawaka area home for 20 years. Lai and her husband met on a double date, and though they were originally intended to be on the date with the other two people, that evening they could not be kept apart. Lai was immediately drawn to Paul’s sense of humor and positivity and Paul couldn’t take his eyes off Lai’s smile. They were married in 2000 and welcomed their amazing son, Bowen, that same year. The family considers themselves “snake rescuers” and has adopted three of these slithery creatures from homes that could no longer care for them. Their current boa constrictor, Lola, is an entertaining addition to the family. Lai and her family enjoy outdoor adventures, traveling just about anywhere, and attending theatrical productions both large and small!

Kyle joined the KFG team in February of 2017 to work on the Implementation Team after finishing an internship program with a non-profit in the Washington DC area. He then transferred teams to be a Financial Planning Coordinator that fall.

Kyle graduated from Bethel College in 2016 with a Bachelor of Arts degree in Economics and Finance. Currently, he holds his FINRA Series 7 license and is pursuing his Series 66. While at Bethel, Kyle was a member of the Men’s Varsity Tennis team and a co-captain during his senior year. In his spare time, Kyle enjoys being outside, going to sporting events, and spending time with his friends and family.

Tanner comes to us straight from his graduation from Taylor University where he received his Bachelor of Science degree in Finance and minored in Accounting. While at Taylor, Tanner was also a member of the baseball team. He serves here at KFG as a Client Service Coordinator. He holds a Series 7 license and is currently working towards other licenses and certifications.

In his spare time, Tanner enjoys all things sports and is a particularly avid Notre Dame football fan. He and his new bride, Caylee, also enjoy spending their time with their friends and family.

Kim joined Korhorn Financial Group in 2019. She graduated from Hillsdale College with a Bachelor of Arts degree majoring in Finance. Previous to joining KFG, she worked for 7 years as the human resources director for Child And Parent Services. Prior to this, Kim spent 17 years leading the retail branch network for Chase Bank. Here she developed a passion for client service, employee development, and leading  branch processes and procedures. As Korhorn’s first Human Resources Manager, Kim’s work includes developing and streamlining recruiting, hiring, and benefit processes, as well as supporting the development of the employee experience to help make Korhorn Financial Group the best place to work in Michiana.

Kim believes that the best life is lived in relationship with God and with others, and she is motivated by developing and nurturing these relationships. In her spare time, she enjoys spending time with her husband on the golf course or bike trails, participating in a women’s cooking group and spending time with family playing cards and games or just getting together. As much as possible, Kim and her husband, Kevin, spend time with their adult children.

Lindsey joined Korhorn Financial Group in 2018 after working in marketing at the Potawatomi Zoo for almost four years. She graduated from Ball State University with a degree in Sport Administration and discovered her passion for marketing over the course of her career. With her eye for design, her ability to connect with others, and her unquenchable thirst for excellence, Lindsey hopes to help take KFG to the next level.  

Bonding over their passion for sports, Lindsey met her husband, Jared, when the two were in college together. They married in 2015 and now live in South Bend with their son, Noble, and three dogs. Lindsey enjoys photography, kayaking, and playing golf. As a Colts season ticket holder, Lindsey can be found in Indianapolis on most Sundays in the fall.

Likely the first face you will see when visiting the Granger office, Suzy is KFG’s Director of First Impressions. She has been welcoming clients at KFG for more than ten years.

Suzy believes that time flies when she is having fun. When she is not having fun at the KFG front desk, she is spending time with her husband Don, their two children (spouses too), and their six grandchildren. Suzy and Don enjoy playing competitive board games and card games with friends.

She is an active member of Trinity Evangelical Free Church and is a group leader in Bible Study Fellowship. Suzy’s desires are to stay young at heart, to relish each day the Lord gives to her, and to be a blessing to everyone with whom she spends her day.  

Kerri came to KFG after managing a family real estate office for over 10 years. She is a certified nursing assistant and a caretaker at heart. Kerri will be the first person you meet when you walk into the Niles Office, and she hopes to help KFG grow by providing constant support to her coworkers and excellent service to our clients.

Kerri grew up in South Bend, and after spending a few years in southwest Florida, she and her husband returned to the area in 2005 to raise two sons and an energetic, soft-coated wheaten terrier named Murray. Family, the love of nature, and the outdoors keep her busy. You can find Kerri hiking near or far at any time of the year.

After working for another independent insurance agency for several years, Alysia joined the KFG team in the summer of 2008. Alysia has worn a number of hats in the insurance agency, serving as a personal and commercial insurance and health advisor, and now as our insurance team leader. Whenever there is a need, Alysia is quick to volunteer to ensure our clients continue receiving outstanding service.

Alysia received her Bachelor of Science degree in Business from Bethel College in 2016. She holds a Certified Insurance Counselor Designation and is our resident Ramsey ELP (Endorsed Local Provider) Insurance Advisor.

Alysia grew up in the Wa-Nee community and still considers that her home even though she relocated to South Bend in 2013 when she married her husband, Scott. Alysia and Scott have one daughter, Leona, who makes each day an adventure and joy!

After being a stay-at-home mom for a few years to her two boys, Janet took a part-time job in an insurance office as a receptionist. Her role quickly grew to a full-time licensed insurance agent in 1992. Janet had been the servicing agent for Korhorn Financial and the Korhorn Financial Group since we began the insurance division in 2006.

It was with good timing and God’s direction that Janet came to KFG Insurance to serve our clients. Her primary role is helping families with situational changes such as marriage, divorce, children moving out on their own, or simply moving to a new location. In this role she is able to educate clients to help them make the best decision for their needs.

In addition to her two sons, she has a stepson, granddaughter, 5 step-grandchildren, and three wonderful daughters-in-law. On summer weekends Janet and her husband, Brian, often fly one of their small vintage airplanes to “fly-ins.” In her free time, Janet enjoys traveling with her husband, hiking, cooking, spoiling grandchildren, and rooting for the Bears.

When a job change was needed so she could spend more time with her kids, Christine joined the KFG team in October of 2014. She loves that KFG is a family-oriented firm that values each employee. Christine became a licensed insurance agent in 2016 and now works primarily out of our Walkerton office.

She and her husband, Jose, were married in the summer of 2011. She is a proud mother of two energetic boys, Maddox and Logan. In her free time, she can be found working in her garden, cooking, or going on camping trips with her family. Christine graduated Vincennes University with an Associate’s degree in culinary arts and restaurant management.

Rich came to Korhorn Financial Group in 2018 with more than 5 years of experience working as an insurance professional to help people protect their families and property. He previously worked as a firefighter for 17 years. With his desire to help and protect people, Rich enjoys educating clients on the insurance they want and need. Knowing KFG is a faith-based company that truly has their clients’ best interests at heart, he knew he was in the right place.

Rich and his wife, Mandy, blended their families in August 2014, which currently consists of 7 children, 1 grandchild, and three dogs.  Rich is a veteran; his oldest son was born while he was in the Persian Gulf. He also coaches a 15u travel baseball team and loves to spend time at the cabin up north, especially during deer season.

Ryan joined Korhorn Financial Group in 2001 as an intern while attending Indiana State University. He received his Bachelor of Science in Finance in 2003 and joined KFG with plans of becoming a financial advisor. While studying for his Certified Financial Planner™ designation, he enjoyed the tax planning material best. After obtaining the CFP® designation in 2005, he switched over to the tax and accounting division of KFG and earned his CPA designation. Ryan currently leads the Tax and Accounting Department at KFG and is a member of the Executive Team. 

So what does this “tax man” do in his spare time? Ryan enjoys spending as much time as he can with his wife, Elin, and two daughters, Jenna and Reese. He is also an avid collector of antique advertising items, primarily related to old gas stations. He has many different signs, oil cans, and gas pumps, and he is always looking for that next great piece!

In 2006, when the last of Tara’s four children had completed their homeschooling and were on their way to other projects, she was ready for full-time employment with a firm that shared her core values of serving God and helping clients. Happily, a family member who is a friend of KFG suggested that her 20-year part-time experience with tax prep and QuickBooks accounting might be the perfect fit. KFG was in the process of enlarging the Tax and Business department, and Tara was an ideal addition. Tara says she never imagined that an employer like KFG existed and that God would provide this opportunity for her.

Tara’s focuses on internal accounting for all KFG departments and serving our clients with accounting and reviews, as well as supporting our tax team. She maintains her QuickBooks ProAdvisor status and tax prep readiness through regular training and certification testing.

Tara is delighted to serve at the KFG location in Niles where she and her husband, Wayne, are long-time residents. Tara and Wayne enjoy weekend cookouts with friends and family. Tara volunteers as a Sunday School teacher at their church and serves at the local Senior Center each spring. She loves reading and watching Pride and Prejudice (the long version, of course!).

After working in the banking industry for seven years, Lisa was led by God to KFG in 2013.

In her role as a staff accountant, she focuses on business processing and QuickBooks consulting. Lisa is a QuickBooks ProAdvisor and is certified in QuickBooks Desktop, QuickBooks Online, and QuickBooks Enterprise. Lisa is also working on her Certified Public Bookkeeper license.

Lisa absolutely loves what she does and feels satisfaction in knowing that she can help small business owners understand their QuickBooks and their finances. In her free time, Lisa enjoys making memories with her husband, who she married in 2007, and their two boys, Jack and Carson.