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™ and Chartered Financial Consultant designations in addition to certifications in life and health, property and casualty, and long-term care 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, co-chair of KFG’s Investment Planning Committee, and previously served as Human Resource director for ten years. Mike is also the host of KFG’s weekly radio program and podcast, Wise Money Show with Korhorn Financial Group.

Mike serves the local community as the chairperson of the area Young Life committee, as a board member for Patchwork Dance Company, and at his local church. 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 two 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.

Lance joined Korhorn Financial Group in 2017 after spending two years as a financial advisor and eight years as a high school math teacher. Over the course of his career, Lance has discovered his passion is helping individuals and families make wise financial decisions. His highest priority is bringing insurance, investment, tax, and estate considerations together into a comprehensive financial plan that fits his clients’ needs.

Prior to following his passion to the financial world, Lance taught high school math for eight years. He graduated from Judson University in 2007 with a double major in Mathematics and Secondary Education and earned his Master’s degree in Finance from Kaplan University in 2014. He received his CFP® (Certified Financial Planning™) certification in 2018.

Lance married the love of his life, Carrie, in 2011. They currently reside in Granger, IN, where they enjoy serving together in their local church and going on date nights to their favorite restaurants.

Tyler first joined the KFG Team as a seasonal member of the Tax Department in January 2015. After a successful tax season, he became a Client Service Coordinator for the Wealth Management Department. In this role, Tyler is often the first point of contact for the clients of Mike and Josh. Since passing his FINRA Series 7 and Series 66 exams, he is able to assist clients in almost every aspect of the business, including taking distribution and trade requests and scheduling meetings.

Tyler loves talking to clients and is happy to answer any questions that they may have. While not at the office, Tyler enjoys spending time with his family, playing music, and working on house renovation projects. Tyler received his Bachelor of Science degree in Biblical Studies from Moody Bible Institute in 2015.

Joy joined Korhorn Financial Group in 2018, bringing a strong background in benefit administration and human resources to our team. She chose to join KFG because of our family-oriented atmosphere and mission of helping clients pursue financial freedom. Joy graduated from Bethel College in 1999 with a BS degree in organizational management. 

Joy and her husband, Tommy, were married in the summer of 2017, and between the two of them they have 5 children. She is an avid Fighting Irish and Cubs fan. She loves to spend time with family and friends at church, on softball fields, and while watching football.

Nic joined KFG in November of 2016, bringing with him 11 years of experience in financial services. He is an alumnus of Bethel College where he graduated with a Bachelor’s degree in Business Administration and a minor in Economics in 2004. Nic’s main responsibility is to ensure that KFG navigates and complies with the complex securities industry rules and regulations in order for us to continue our mission to serve, advise, and educate in the area of personal finance. Nic holds his FINRA Series 24, 63, 65 and 7 licenses.

Nic has been married to his wife, Jen, since 2007. They have two boys, Logan and Nolan. Outside of the office, he loves spending time with his family, including coaching his boys in baseball. Nic and Jen are active members of their church. Nic is originally from Kansas and is still an avid fan of the Kansas State Wildcats, Kansas City Royals and Kansas City Chiefs.

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!

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.

Zach joined Korhorn Financial Group in 2018 after serving as an intern in our Wealth Management department between his junior and senior year in college. He is a graduate of Cedarville University with a Bachelor of Arts degree in Finance. He is excited to serve the community for many years to come.

Zach was born and raised in the greater South Bend area and has spent a majority of his life in Granger. He attended and graduated from Penn High School in 2014. Zach considers his faith to be the most important aspect of his life.  Outside of the office, he enjoys playing and watching sporting events. He is a big fan of Notre Dame Football and the Detroit Tigers.

Daniel is a 20-year veteran of the IT and marketing industries. He has served in many capacities, including IT management, support, training, consulting, and leadership development. In his varied roles, Daniel received advanced training from both Microsoft and Apple, giving him a broad foundation as a strategic technologist. Daniel taps into his experience, background, and training in IT, graphics, and marketing to help KFG better leverage technology and marketing in all aspects of the business. Thus, Daniel seeks to glorify God through good stewardship of the KFG brand and how we use technology.  

Daniel grew up here in Michiana and moved to Mishawaka in 2012 when he married his wife, Sheila. In his free time, Daniel helps with the Youth Group at his church and spends time with friends and family, as well as the little ones at home, Brayden, Benjamin, and Emilia.

Faith joined Korhorn Financial Group in 2018.  She graduated with an Elementary Education degree from Concordia University Chicago and has a Master’s Degree in Education from Indiana University South Bend. With 21 years of prior experience in education and church work ranging from teaching, volunteer ministry, working in executive assistance, and facility oversight, Faith is a great asset to the team. She wears many hats in her role as the assistant to the Executive Team. She loves working with people, working hard, and learning along the way. 

Faith and her husband, Larry, have two children, Daniel and Sarah. She stays busy by supporting them in their music and sports. Faith loves to spend time with her family, reading, working in her garden, and being at the beach. She feels blessed beyond measure and looks forward to seeing how God will work in her life and at Korhorn in the future.

Abigail joined the KFG family in fall of 2011 to help with reception and tax season, and she’s been with us ever since. Over the years she has become a jack of many trades and continues to jump in where needed to help keep the office running smoothly.

In her personal time, Abigail enjoys adventures with her husband, Micah, and playing board games with friends. She also cultivates a collection of plants, which includes succulents, orchids, and carnivorous plants.

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.

After three years of gaining experience in the insurance industry, Matt found his ideal fit with KFG Insurance in 2014. After filling both service and sales roles with Liberty Mutual and Indiana Farm Bureau Insurance, Matt came to KFG because of a shared philosophy that clients need information and education, not just quotes. In his current role, Matt introduces new clients to the firm and helps make personalized recommendations regarding their insurance needs.

A South Bend native, Matt graduated Indiana University in 2011 with his Bachelor of Arts degree in Communication Arts and has spent his entire life as a part of the Michiana community. Matt is also an avid sports fan and a musician. Away from the office you will find him playing music with his friends or relaxing at his home in western St. Joseph County.

Ted joined KFG in 2013, bringing more than 35 years of experience to our insurance team. In the past few years has spent much of his time learning the complexities of the Affordable Care Act (ACA), also known as Obamacare, and working with our clients to help them make optimal decisions when starting Medicare.

When he’s not working, Ted enjoys spending time with his wife, Joyce, and restoring antique Ford tractors. They enjoy their two granddaughters, Emma and Sadie, and are blessed to have them nearby.

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.

Carole joined Korhorn Financial Group in 2018. Before joining the KFG team, she worked as an office administrator at South Bend First Church of the Nazarene for 11 years. She is very excited to be pursuing her new career in payroll processing and is looking forward to learning and growing with KFG.

In 1998, Carole married the love of her life, Scott. They have three children, Nichole, Travis, and Cody, and two pets, Rockne and Skylar. When Scott and Carole are not traveling to see their kids, they are usually having family or friends over to their house. In the summer, Carole is often outside swimming in the pool, and in the winter she’s watching Notre Dame football, racing, and playing ping pong. Both Carole and Scott come from large families and love to spend time with them.