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. 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.

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.

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.

Alix has been with Korhorn Financial Group since August of 2017. She has a Finance degree from the Kelley School of Business at Indiana University and recently returned to pursue her CPA certification. 

Alix began at KFG as an intern and made the decision to join the team full-time as a Client Service Coordinator. She has a passion for business, finance, customer service, and problem solving and hopes to help fuse all departments of KFG in pursuit of unity in our mission. 

She met her husband, Charley, in high school show choir and is the lead singer of a local rock cover band.

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.

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.

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. 

Scott joined Korhorn Financial Group in the Spring of 2019 after graduating from Grace College with a Bachelor of Science degree in Finance. While at Grace, he was also a member of the baseball team. After valuable internships with two financial firms in Warsaw and Goshen, he realized his passion of serving his community through financial planning. He is currently pursuing his Series 65 license with the goal of obtaining his Certified Financial Planner™ designation.

Through mutual friendships, Scott met his wife, Patty, in his sophomore year of college. They married in May of 2019 and live in Granger with their Bernese Mountain Dog. Scott is an avid Chicago sports fan and loves to root on the Fighting Irish during football and basketball season. He especially enjoys spending quality time with his family and friends.

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. 

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.