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. 

Jared came to Korhorn Financial Group in 2019 after working as a Tax Accountant at Plante & Moran, PLLC, in the Chicago suburbs for four years. He graduated from Bethel College in 2015 with degrees in Accounting and Business Administration. Jared is also a licensed Certified Public Accountant and is currently pursuing his Certified Financial Planner (CFP) designation.
 
Jared married his high school sweetheart, Catherine, in June of 2016, and they currently reside in Granger. He enjoys hiking, visiting national parks, playing slow-pitch softball, and spending time with family and friends.

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.

Ben officially joined the Korhorn Financial Group team in 2019 after serving as an intern in our Wealth Management department during the summer of 2018. He graduated with a Bachelor of Science degree in Finance from Spring Arbor University, where he was also a member of the soccer team.

Ben has lived his entire life in Edwardsburg, Michigan. He graduated from Edwardsburg High School, which is where he met his fiancé, Payton. He is a huge Indianapolis Colts fan and enjoys playing sports in his free time; his favorites include soccer, basketball, and volleyball. Ben has a heart for serving others and looks forwards to serving the Michiana community while at KFG.

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!)

Allison joined the Korhorn Financial Group team in the summer of 2020. She came to us with having over 10 years customer service experience, primarily in the hospitality industry. Allison graduated from Indiana University South Bend with a Bachelor of Science degree in Marketing, as well as a Bachelor of Science degree in Entrepreneurship, in December of 2016. 

While her passion for helping people fuels her time at KFG, Allison has many other interests where she spends her time outside of work. In her spare time, Allison can be found increasing her culinary knowledge, watching HGTV, or doing yoga. She also has a great appreciation for traveling, the arts, baseball, and getting beat in Trivial Pursuit (also known as spending time with her family.)

Jason joined the KFG team in Wealth Management in 2013 following his graduation from Indiana University South Bend with two Bachelor’s degrees in Economics and International Business. Jason was added to the Implementation Team as an assistant to Randy Wortinger with the dual mission of assisting the Retirement Plans Division. When Randy left the team, Jason quickly moved to fill the void while also working to upgrade the firm’s technology.

Jason holds FINRA Series 7, Series 66, and Series 24 licenses to assist in the team’s vision of sharing the workload with other key employees. A typical day at work will find Jason placing trades for client accounts, investing new contributions, or distributing cash as needed.

In his free time, he can be found working on his various projects at home or carving up the ice for his South Bend Senior Hockey League team, the Ice Hawks! Jason and his wife, Ashley, have been married since 2013.

Diana joined Korhorn Financial Group in the summer of 2019 after graduating with Highest Distinction from Indiana University’s Kelley School of Business. She has a Bachelor of Science degree in Finance and was named a National Merit Scholar in 2015. As a Client Service Coordinator at KFG, Diana is excited to utilize her attention to detail and affinity for organization to create the best possible experience for clients. She is also working towards obtaining her Series 65 license.
 
Diana grew up and lives in Granger, but she loves to travel and wants to see as much of the world as she can. She is an avid reader, but values any medium of storytelling, believing that the best stories have the power to inspire and create bonds between us. When she’s not working, Diana enjoys spending time with her friends and family, cooking and baking, and landscape photography.

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. 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.

Andrew came to Korhorn Financial Group in 2020 after graduating from Drake University with Bachelor of Science degrees in finance, quantitative economics, and minor in mathematics. He has a wide range of experience in the insurance industry in both the property casualty side and the life, accident & health side. However, Andrew has always felt a calling towards the investment services and wealth management industry which was what brought him to us. Andrew currently holds his Life, Accident and Health license and is currently pursuing his Chartered Financial Analyst (CFA) designation.

Andrew grew up in the Quad Cities in Iowa before moving to Mishawaka in June of 2020. He is passionate about anything remotely competitive, but is entertained mostly by pick-up basketball, Spikeball, exercise in general, experimenting in the kitchen, exploring the great outdoors, and spending time with loved ones.

Olyvia joined Korhorn Financial Group in 2019 after working in wealth management and consumer banking for 3 years. She graduated from Indiana University with a degree in psychological sciences where she focused on brain behavior and human cognition. She developed a love for helping people reach their financial goals and used her knowledge of behavioral finance to help others understand what affects their financial and investment decisions.
 
Olyvia grew up in the small lake-front town of Michigan City. Olyvia became a mother in the fall of 2016 to fraternal twin boys, and they now live in Mishawaka. She enjoys cooking new recipes, playing tennis in the spring, and staying active with her toddlers. During warm days you will find her getting back to her love of the lake front with the twins at the beach.

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.

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.

Phil joined Korhorn Financial Group in April of 2020, after spending 16 years at a technology support company. From the first time he changed a video card, Phil knew he wanted to work in technology and learn how to make it more useful. Now Phil loves finding trends, analyzing data, and finding useful ways to help the KFG Team serve our clients best. 

Outside of work, Phil loves spending time with his family, worshiping and serving with his church family, and doing anything outdoors.

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.

Leann has been in the insurance industry for over 30 years. Coming to Korhorn from a smaller agency, she loves to work with clients and likes the personal touch offered to them at Korhorn Financial Group. 

Leann and her husband Scott have 4 children (all of whom have left the ”nest”) and 1 grandchild. Leann and Scott spend most of their free time keeping up their 20-acre hobby farm where they enjoy working with their cows and chickens. Living in Plymouth for the past 14 years and getting to know the community makes Leann the perfect fit with our up-and-coming Walkerton office. 

Tracey came to KFG in March of 2020, bringing a vast array of experience in personal lines, workings in claims and service. She began working in the insurance industry in 2008 and came to us from one of the largest insurance carriers in the country. She found her true passion working closely with clients where she is able to get to know them, learn about their financial situation, and provide personalized service to fit their financial plan. Tracey holds her Bachelor of Science from Indiana University of South Bend. 

Tracey and her partner, Aaron, share a love of cats, and together have three. She spends her weekends with her family and friends and also enjoys traveling. She loves to exercise and be active outdoors through biking, playing basketball and kayaking. Tracey is also a huge Notre Dame sports fan and attends as many Irish sporting events as possible.

Jennifer joined Korhorn Financial Group in 2020 after working as a project coordinator at Office Interiors. She learned a great deal working in the office furnishings industry, but her true passion has always been insurance. With over 20 years at Liberty Mutual Insurance in customer service and quality assurance specialties, Jen hopes to use her background to create the best possible experience for all KFG insurance clients.
 
Jen is a mother to her beautiful daughter, Madeline, who is her pride and joy. She shares her life with her best friend and love, Matthew. Jen and Matt both love the Pittsburgh Steelers, Chicago Cubs and Notre Dame football, but are a household divided during college basketball season (Go Duke!) Jen loves music concerts, sports and baking, but most of all enjoys spending quality time with great friends and family.   

Alexandra joined Korhorn Financial Group in the spring of 2020 after working in customer service at a local RV distributor. She assists both the Health Insurance and Property and Casualty Insurance teams by providing administrative support to ensure clients receive the information and attention needed. She especially enjoys the communication aspect of her position and the privilege of giving clients a thoroughly informed experience. She is committed to excellence and is honored to be a part of the KFG team and mission of serving God by educating, advising, and serving clients. 

Alexandra grew up in northern Indiana and has deep roots in the Granger area. She attends Gospel City Church, where she loves both worshiping and serving in the children’s ministry. In her spare time, she enjoys running, being in the mountains, and spending time with friends and family.

Scott has been with Korhorn Financial Group since 2002. He met Kevin through mutual friends in 1998. After working for another CPA for three and a half years, he was happy to accept Kevin’s invitation to join the team at KFG. Scott enjoys working with our clients on individual tax returns, as well as with many of our small business clients to serve their accounting and tax return needs. Scott holds a Bachelor of Arts degree in General Business from Loras College and is a licensed CPA.

Scott and his wife, Becky, have been married since 1995 and are proud parents to Ben and Bailey. When not at work, Scott keeps busy as a board member at the Edwardsburg Sports Complex, volunteering at church, attending his children’s various sporting events, or hanging out by the pool whenever they are at home.

Luke joined the Korhorn Financial Group team in the fall of 2020 as a Tax Advisor. He graduated from Spring Arbor University in May of 2019 with a Bachelor of Science degree in Accounting and worked as a tax Intern at a small CPA firm in Holland, MI, which gave him not only hands-on experience preparing taxes, but showed him how providing tax services can impact people for the better. Using this experience as well as his education, Luke plans to help KFG clients gain clarity and ease of mind regarding tax and accounting services and also plans to pursue his CPA license in the near future. 

In his free time, Luke enjoys spending time golfing, disc golfing, fishing, hiking, as well as spending time with friends. He grew up near Grand Rapids, MI and enjoys watching most Detroit sports teams. Hockey tends to be his favorite and he tries to catch most Red Wings games. 

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.

Jenny joined Korhorn Financial Group in January of 2019 almost immediately after graduating from Indiana University South Bend in December of 2018 with a degree in accounting. When a classmate introduced her to KFG, she knew this was where she wanted to be. Though she was initially brought in to be a tax intern, but when a position as a payroll processor became available, she jumped at the chance to become a more permanent member of the team.

When Jenny isn’t working, she enjoys spending time with her family and reading books of all sorts.