Insurance Planners

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.

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.

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.

Kevin launched Korhorn Financial Group in 2001 after nearly a decade with American Express Financial Advisors. His vision: to create an independent, multi-disciplinary financial services firm focused on "changing the world—one financial life at a time."

Under Kevin’s leadership, the firm now includes values-based financial planning and portfolio management services, as well as tax planning and accounting services, and an independent insurance agency. Serving individuals, families, and small-business owners, our firm now has offices in 6 communities and clients in 22 states—and we’re growing every day.

Though Kevin wears the hat of CEO and entrepreneurial visionary, it is the role of Certified Financial Planner™ that he relishes most. Specifically, Kevin helps high income and high net worth clients find ways to leverage their resources to achieve their most fulfilling goals and purposes. Most days you will also find Kevin working side-by-side with a younger colleague that he is helping to mentor into our profession.

Kevin graduated from Central Michigan University with a Bachelor’s degree in Business Administration and a major in Finance. He is both a Certified Financial Planner™ and a Chartered Financial Consultant. He has also served three years in the United States Army and five years in the Army Reserve. 

Kevin and his wife, Lori, live in Niles, Michigan with their three wonderful children. As an active member at Harvest Bible Chapel, Granger, Kevin has served as an elder and has led church planting initiatives in Liberia since 2012. Though Kevin keeps his life especially full, beekeeping is the hobby that currently has him most captivated.

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.

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.)

Allegrita, better known as Lai, is a graduate of Penn High School and graduated from Indiana University South Bend with a degree in elementary education in 2005. She spent 10 years working at her church, followed by one year working at a bank, before she joined the Implementation Team at KFG team in the fall of 2017.

Lai was born and raised in the south, but has called the Mishawaka area home for 20 years. Lai and her husband met on a double date, and though they were originally intended to be on the date with the other two people, that evening they could not be kept apart. Lai was immediately drawn to Paul’s sense of humor and positivity and Paul couldn’t take his eyes off Lai’s smile. They were married in 2000 and welcomed their amazing son, Bowen, that same year. The family considers themselves “snake rescuers” and has adopted three of these slithery creatures from homes that could no longer care for them. Their current boa constrictor, Lola, is an entertaining addition to the family. Lai and her family enjoy outdoor adventures, traveling just about anywhere, and attending theatrical productions both large and small!

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.

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.