Insurance Planners

Joshua began his career as a Certified Financial Planner™ with Korhorn Financial Group in 2001 after graduating summa cum laude from Bethel College where his business degree concentrated on Economics and Marketing. He is a Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC), as well as a Dave Ramsey Certified Counselor.  In 2017, Joshua also earned the Certified Kingdom Advisor (CKA) designation.

During his long tenure with the firm, Joshua has provided leadership to many areas of the business, including mortgage planning services, financial counseling services, insurance planning, and compliance supervision. He has also served as the Departmental Leader for KFG Wealth Management, the financial planning and investment branch of Korhorn Financial Group. In addition to these responsibilities, he is a member of the Leadership Team, the Finance Department, and the Investment Planning Committee.

As a Financial Advisor, Joshua has been honored to help many grieving spouses recover from the loss of their husband or wife and begin to develop a financial recovery plan for their future. Also, Joshua has helped many high-net-worth families and small-business owners sort through the complexities that come with financial success.

In 2002, Joshua married his high school sweet heart, Andrea. They now live in Edwardsburg, Michigan with their three children.  Joshua and Andrea enjoy serving in the children’s ministry and as small group leaders at St. Mark Missionary Church where they met and married. Joshua currently serves his alma mater as the Chairman of the Bethel College Alumni Association and as a member of the college’s Board of Trustees.  In 2015 Joshua was recognized by the St. Joseph County Chamber of Commerce as one of the community’s Forty Under 40 emerging community leaders.

Matt joined Korhorn Financial Group in 2007 after spending six years in education and three years in financial services. During his time at KFG, Matt has earned his Certified Financial Planner™, Chartered Financial Consultant, and Registered Tax Return Preparer designations.

In his primary role as a Certified Financial Planner™, Matt serves individuals, small business owners, and retirement plan participants with a focus on comprehensive planning and education. In addition to his role as a Financial Advisor, Matt serves as the Departmental Leader for KFG Wealth Management, the financial planning and investment branch of Korhorn Financial Group, and is a member of the Investment Planning Committee. As a Registered Tax Return Preparer, he spends three months each year serving Korhorn Financial Group’s tax clients as a tax preparer/advisor.

Matt grew up in South Bend, IN and attended Riley High School before graduating from Bethel College in 1998. As a lifelong sports fan and athlete he enjoys participating in and watching all manner of sports, with a special affinity for Notre Dame and the Detroit Tigers. Matt and his family attend St. Mark Missionary Church where he serves as a youth leader and Kid Check volunteer. He resides in Granger, IN with his wife Jenny and their twin daughters. 

Lance joined Korhorn Financial Group in 2017 after spending two years as a financial advisor and eight years as a high school math teacher. Lance has discovered his passion for educating and helping individuals and families make wise financial decisions. Goals based comprehensive financial planning is his highest priority with the aim to help his clients get what they need and want. 

Lance 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 and in 2021 they welcomed their baby boy, Lincoln, into their family. They currently reside just south of South Bend where they love taking walks down their quiet country road, serving in their local church, and going on date nights to their favorite restaurants.  

Ben joined the KFG team after a decade of teaching and coaching experience in both Oregon and North Carolina. Although he thoroughly enjoyed many aspects of the education world, he felt called to the financial industry. After finding KFG’s incredible community of hardworking people who seek to serve both God and clients in a trustworthy manner, he knew it was the perfect next step in his career.

Ben graduated from Taylor University with a Bachelor of Science in Mathematics Education and attended Western Seminary in Portland working towards a Master’s in Biblical Theology. He is FINRA Series 7, 65, and 63 certified, holds licenses in Life, Health, and Long-term Care Insurance, and is currently working towards his CFP® certification.

In his free time, Ben enjoys soccer, skiing, Michigan Football, watersports, all things outdoors, and loves getting to the mountains whenever possible.

Zach has been with Korhorn Financial Group since 2018 where he served 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. Zach earned his CFP® (Certified Financial Planning™) certification in 2021.

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 spending time with his energetic German shepherd, Koda, and most outdoor activities, including fishing and sports. He is also a huge fan of Notre Dame football and the Detroit Tigers. 

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.

Jacob joined Korhorn Financial Group in May of 2020 after graduating from Bethel University with a degree in Business Management. While at Bethel, Jacob served as a lead guitarist for the chapel band and as Executive Student Treasurer, helping the student body navigate budget changes and even helping orchestrate the school’s first dance. In his role as a Financial Planner, Jacob serves clients with passion and a desire for excellence, primarily focusing on investment needs within the scope of comprehensive financial planning. 

Jacob was born and raised in South Bend, Indiana and takes pride in serving his hometown community. He holds his FINRA Series 65 license and is actively pursuing his CFP® designation. In his spare time, Jacob enjoys being outdoors, running, mountain biking, traveling, making music, and trying new things. 

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.)

Abby has been with Korhorn Financial Group since 2021. After graduating from IUSB in 2019 with a degree in Health Sciences and spending the last three years managing a small juice shop, Abby didn’t know what her true career path would be. Having a servant’s heart, the opportunity to be a part of a team that serves clients with a values-based approach is a perfect fit! 

Abby lives in Edwardsburg with her boyfriend, Taylor, and their two Australian shepherds, Kaid and Killy. Her summers are filled with Cubs baseball, cheering on Men’s softball games, kayaking and camping, and enjoying time with Taylor and good friends. Throughout the rest of the year, Abby spends a lot of time reading and relaxing with her dogs.  

Corey began working at Korhorn Financial Group in March of 2021 after working as a manager of a local design build landscaping firm for six years. He graduated from Goshen College in 2013 and holds a passion for personal finance, business, and real estate. With his thirst for knowledge and heart for teaching, Corey hopes to share wisdom with local families and businesses on their journey towards financial freedom.  

Corey and his wife, Dana, married in 2018 and live in Edwardsburg with their daughter Emma and son Logan. Corey enjoys listening to audio books, playing softball, and spending time with his 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 66 license 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.

Joshua graduated from Western Michigan University with a Bachelor’s in Business Administration Finance before working with InterVarsity Christian Fellowship, a non-profit ministry focused at reaching college students and developing them to be world changers. After serving with InterVarsity for five years, Josh worked in the nuclear contracting field as an in-field supervisor before coming to KFG in 2021. With a love for developing people, life coaching, and teaching, Josh hopes to serve clients in an advisory role soon.  

Joshua loves to be outdoors and near Lake Michigan. In his free time, you can find him playing sports; particularly beach volleyball, bike riding, or learning to surf. He’s an avid fan of playing group board games and watching NHL hockey (go Blackhawks!) Joshua serves as an elder of a local church in St. Joseph, Michigan, as well as with the audio/visual team, occasionally the worship team, and as a Games Director for a youth ministry.  

Zach came to Korhorn Financial Group in 2021 after working as a Retail Banker at Centier Bank for two years. He graduated in 2021 from Indiana University South Bend with a Bachelor of Science in Business majoring in Finance. Zach has a strong desire to help people and is currently pursuing his Certified Financial Planner (CFP®) designation. 

Zach moved to the Michiana area in 2005, originally from Texarkana, Texas. He enjoys remodeling his home in South Bend, detailing vehicles in his spare time, and spending time with his friends and family. Zach is a Notre Dame Football season ticket holder and can be found at the stadium on home game weekends.  

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.

Lois joined Korhorn Financial Group in June of 2021. She graduated from Indiana University South Bend in the fall of 2021 with a Bachelor of Science in Applied Mathematics. A friend from Indiana University mentioned KFG, their values, and their mission to her and mentioned that they were hiring. She felt that KFG wasa perfect fit and began an internship throughout her last year of school, which turned into a full-time position.

Lois is currently planninga thru-hike of the Appalachian trail. She will be hiking from April to October of 2022 and covering over 2,000 miles. She is currently working towards her CFP®and plans to become a financial advisor.

Rachel started at Korhorn Financial Group at the beginning of 2022. She graduated from Indiana University South Bend in 2019 with a degree in Applied Mathematics. Rachel taught high school math with Elkhart Community Schools for two years before deciding that it wasn’t for her. A friend in the company told Rachel about KFG and their values and she felt like it was a perfect fit for her.

Rachel currently lives in Elkhart with Michael,who is her best friend and husband. They met as freshmen in high school and married in November of 2014. Rachel and Michael love to travel around the United States and have made a wonderful family of four dogs, two cats, and a foster son, JD, who they are hoping to adopt soon.

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.

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.

After graduating from Mishawaka High School in 2020, Lauren joined the KFG team later that year. In her roll, Lauren gets the opportunity to serve all three departments at KFG and get to know all of our clients.  

Michiana has always been home for Lauren, growing up close with her brother and sisters. In her spare time, Lauren loves spending time with her boyfriend, fishing, being at the lake, and cheering for Notre Dame and the Chicago White Sox. In addition to continuing her education, Lauren also wants to travel as much as she can.  

Cherilyn began working at Korhorn Financial Group in 2021. She graduated from IUPUI with a Bachelor of Arts Degree in Social Work. Before joining KFG, she worked for two years as a human resource generalist in manufacturing for Ameri-Kart. Prior to this, Cherilyn has worked in education with her primary focus in tutoring and training and this passion evolved into a career as a human resource professional. At Korhorn Financial Group, Cherilyn’s work includes recruiting top talent for KFG, onboarding and benefits.

Cherilyn currently serves on the Michiana SHRM board and is an active member of Gospel City Church where she enjoys serving as a small group leader and in the Children’s Ministry.Cherilyn and her husband were married in 1989, they have four daughters, six grandchildren and reside in Granger. In her free time, Cherilyn loves traveling, spending time with family and friends and spending as much time as possible at the lake.

Dave studied at Southwestern Michigan College where he received an Associate degree in Liberal Arts. He became a State of Michigan residential licensed builder and started working in the residential construction industry in 2002. In 2010 he moved into a commercial maintenance roll for E.C.Moore and then Honor Credit Union where he served as the Facilities Manager while the organization grew from seven locations to 25. In 2020 Dave left Honor Credit Union to start his own maintenance and repair business. Dave came on staff with Korhorn Financial Group as the Facilities Manager in June of 2021.   
 
Although he has been blessed with experience and success professionally, his most cherished and valued priorities remain at home where he enjoys caring for the needs of his family. He recently got married in June of 2020 to his lovely wife Stacey. He’s blessed to be a stepfather to three amazing kids and now enjoys spending time with his own newborn son. He is an active member of Gospel City Church and considers his faith as a follower of Jesus to be the central point of his life. 

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. 

Joining KFG in 2020, Ronda brings over 25 years of insurance experience to the Insurance team. She was born and raised in the Michiana community and is a graduate of Penn High School and Indiana University. She started working in retail and banking before starting in the insurance industry in 1995. 

Ronda met her husband Dan on a blind date, and they were married in the fall of 1996. They have two children, Grace and Nick, and after many fun-forced family vacations, they now enjoy hiking state parks, traveling solo and wandering Indiana.

Courtney began her insurance career in January of 2013 with one of the largest carriers in the country and comes to us from one of the largest agencies in our area. With that, she brings a wealth of knowledge in both service and sales in personal risk management. Courtney specializes in home, auto, umbrella, collections, watercraft, and recreational vehicle insurance. As a strong believer in eliminating waste and maximizing efficiencies, Courtney's skills don't stop at just insurance. She will be finishing both her Associate in Personal Insurance (API™) and her Associate in General Insurance (AINS®) from The Institutes in 2021.

Courtney and her husband, Ron, were born and raised in the Michiana area, now calling Mishawaka their home. They have two fur-babies (Marlie, a Great Dane and Jaxon, a Boxer), and she is a proud bonus-mom to a wonderful 12-year-old stepson. In her spare time, Courtney enjoys a good book, family game nights, fun date nights, barbequing by their pool, and of course the Fighting Irish!

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!

Isaac joined Korhorn Financial Group in January of 2020 after graduating from Bethel University in December of 2019 with a degree in Economics and Finance, where he was also a member of the men’s soccer team. Isaac is a follower of Jesus Christ and believes that all the right doors were opened for him to join KFG. He initially joined KFG as an intern during the 2019 tax season. Isaac currently serves as a tax advisor and is working on obtaining the right education to become a Certified Public Accountant. 
 
In his free time you can find Isaac hanging out with friends and family, playing soccer, or watching YouTube. He also loves to travel and will not hesitate to go outside the country if given the opportunity. Isaac is half-Honduran and especially loves to travel to Honduras to visit his father’s side of the family where he has over 40 cousins and 11 aunts and uncles. Isaac is a big fan of the soccer team FC Barcelona and the football teams of the Indianapolis Colts and Ohio State Buckeyes. He has lived in the Mishawaka area for almost all his life.

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.

Debby joined Korhorn Financial Group in late 2018. Her work background is varied, including business office positions in youth non-profit, advertising, and healthcare. Debby is originally from Indianapolis, but has called Michiana her home since the late 80s. With a caring and servant's heart, she looks forward to every opportunity to meet and welcome clients to the Korhorn experience.

With three kids in high school and college, Debby keeps busy with visits and activities. She is delighted to enjoy living on the St. Joe River, and she enjoys live theater at all levels–from small, local theater to Broadway productions. She enjoys gardening and cooking, and she loves to spend time with family and friends playing games.