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.

Kristin joined Korhorn Financial Group in 2018 after working as a project manager at a rebranding and marketing company in the South Bend area for almost two years. After earning her degree in finance and marketing at Calvin College, Kristin was unsure of where the Lord might lead her in her career. Thanks to a great friend, KFG was brought to her attention where she fell in love with the values and services that are offered. She is excited to serve clients in their journey to financial freedom.

Kristin grew up in Grand Rapids, MI, spending most of her time on her parents’ beef cattle farm. Kristin and her husband Matthew were married in 2017 and live in the area with their dog. They spend a lot of their spare time watching and attending Notre Dame sporting events. They also enjoy fishing, kayaking, and camping throughout the year.

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.

Octavian joined Korhorn Financial Group in early 2019 after serving as a client services representative at a nationwide financial services firm. In his role at KFG, Octavian helps our clients with their life, disability, health, and long-term care insurance needs. Octavian desires to know the financial industry as well as anyone can so he can better serve our clients.

Octavian graduated from Bethel College in the spring of 2018 with a degree in business administration and a minor in sociology. He holds a Life and Health Insurance license and will soon begin studying for the Series 65 exam with the goal of obtaining his CFP® designation.

Octavian was born in Burundi, Africa. He lived in Tanzania and Zimbabwe before God orchestrated the biggest miracle in relocating Octavian and his family to Hudsonville, Michigan. Octavian’s parents and two younger brothers still reside in Hudsonville, while he lives in South Bend with his wife, Kelly. He attends Harvest Bible Chapel in Granger and currently serves on the Bethel College alumni board. In his free time, Octavian enjoys reading, watching documentaries, acquiring new skills like cutting hair, and spending time with family and friends.

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.

Brian has always had a passion for finance and numbers. He attended Cornerstone University in Grand Rapids and graduated with a Bachelor of Arts degree in Accounting in 2005. Early in his career, he served as a Para Planner with Korhorn Financial Group for 2 years, followed by 8 years as a Financial Advisor with Generational Wealth Management in Zeeland, MI. He rejoined Korhorn Financial Group in 2017 and is delighted to be providing holistic and comprehensive financial advice to our clients.

Brian’s believes that, in many cases, people do not plan to fail, but rather fail to plan. His goal is to help his clients plan proactively to avoid the consequences that come hand-in-hand with a lack of planning. Brian is a Certified Financial Planner™, Chartered Financial Consultant, and Certified Wealth Strategist ™, as well as a certified Life and Health specialist.

Brian grew up in Holland, Michigan and is the youngest of 3 children. In his free time he enjoys attending sports events, cheering on his beloved Chicago Bears, catching up with friends, and working out. He is the proud uncle of 7 nephews and nieces, which keep him very active and entertained when visiting family in Holland, Michigan and Rolling Meadows, Illinois. Brian actively attends Moran Park Church in Holland, Michigan and Harvest Bible Chapel in Granger.

Tom joined the KFG team in December of 2014 after graduating with a Bachelor of Science degree in Accounting and Finance from Indiana University. He helps to carry out our mission and serve our clients by taking care of their payroll needs. This includes everything from processing live payrolls to preparing the necessary tax-filings to issuing W-2s at the end of the year.

When he’s not working, Tom enjoys collecting old video games. In his free time, you might find him in his yard or participating in some church activities. 

Brendon joined KFG as an intern in the fall of 2019 before accepting a full-time position upon graduating in 2020 from Indiana University South Bend with a Bachelor of Science in Applied Mathematics. With his love for analytical thinking and unique ability to connect with people, Brendon hopes to help clients in an advisory role in the near future.  

Brendon and his wife Morgan are life-long friends and high school sweethearts. They married in the middle of a global pandemic in 2020, where the bride wore a veil and a mask! Brendon is competitive by nature and enjoys playing or watching any sport that he can get his hands or feet on.

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.

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.

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.

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.

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. 

Judie worked as the secretary at her church for five and a half years until she realized how much she missed working in the payroll and accounting field. After speaking with her previous boss from a local accounting firm, she was introduced to Kevin Korhorn and joined the team here in January 2006.

After spending eight and a half years doing payroll processing, Judie has moved into full time Accounts Payable and Account Processing for business owners. She loves working one-on-one with the clients to help them with their accounting needs.

When she isn’t working, Judie stays very busy with her husband, her three grown children and their growing families, and her church family. Her hobbies are crocheting and scrapbooking, and her newest hobby is quilting.

Rachelle joined the KFG team in January of 2018, serving as one of our Staff Accountants. She attended Indiana University with a double major in Accounting and Finance. She is currently working on obtaining her Quickbooks Pro Online and Desktop certifications in order to become a Quickbooks Pro Advisor. Rachelle loves spending time with family and friends and is an avid Notre Dame and Alabama football fan. In her spare time she can be found gardening, traveling, reading a good book, working on a puzzle or attending Nappanee Missionary Church.