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.

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!)

Griffin joined Korhorn Financial Group in August of 2018 after graduating from Ball State University with a degree in psychological science. As our Client Service Coordinator, he is happy to pursue his passion for working with and helping others reach their full potential. He views financial planning as an opportunity to help clients achieve financial health, which in turn improves their overall health and wellbeing. He is currently pursuing his FINRA Series 65 license and hopes to become a Certified Financial Planner in the future.

Griffin was born and raised in Northern Indiana, and as a by-product, he is a passionate Notre Dame football fan. In his spare time, he can be found all over the world as an avid traveler, on the links golfing at one of the local courses, tailgating at Notre Dame, or spending time with friends and family. Griffin is excited to add to the fun and productive culture at KFG. Griffin also enjoys being one of the few KFG eligible bachelors.

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.

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!

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.

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.

Tanner comes to us straight from his graduation from Taylor University where he received his Bachelor of Science degree in Finance and minored in Accounting. While at Taylor, Tanner was also a member of the baseball team. He serves here at KFG as a Client Service Coordinator. He holds a Series 7 license and is currently working towards other licenses and certifications.

In his spare time, Tanner enjoys all things sports and is a particularly avid Notre Dame football fan. He and his new bride, Caylee, also enjoy spending their time with their friends and family.

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.

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 three dogs. Lindsey enjoys kayaking and playing golf. As a Colts season ticket holder, Lindsey can be found in Indianapolis on most Sundays in the fall.

Likely the first face you will see when visiting the Granger office, Suzy is KFG’s Director of First Impressions. She has been welcoming clients at KFG for more than ten years.

Suzy believes that time flies when she is having fun. When she is not having fun at the KFG front desk, she is spending time with her husband Don, their two children (spouses too), and their six grandchildren. Suzy and Don enjoy playing competitive board games and card games with friends.

She is an active member of Trinity Evangelical Free Church and is a group leader in Bible Study Fellowship. Suzy’s desires are to stay young at heart, to relish each day the Lord gives to her, and to be a blessing to everyone with whom she spends her day.  

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.

Carole joined Korhorn Financial Group in 2018. Before joining the KFG team, she worked as an office administrator at South Bend First Church of the Nazarene for 11 years. She is very excited to be pursuing her new career in payroll processing and is looking forward to learning and growing with KFG.

In 1998, Carole married the love of her life, Scott. They have three children, Nichole, Travis, and Cody, and two pets, Rockne and Skylar. When Scott and Carole are not traveling to see their kids, they are usually having family or friends over to their house. In the summer, Carole is often outside swimming in the pool, and in the winter she’s watching Notre Dame football, racing, and playing ping pong. Both Carole and Scott come from large families and love to spend time with them.