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.

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!)

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.

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.

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. 

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.

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. She is pursuing her CRPS designation and hopes to complete the AIF afterwards.
 
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.

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.

Ted joined KFG in 2013, bringing more than 35 years of experience to our insurance team. In the past few years has spent much of his time learning the complexities of the Affordable Care Act (ACA), also known as Obamacare, and working with our clients to help them make optimal decisions when starting Medicare.

When he’s not working, Ted enjoys spending time with his wife, Joyce, and restoring antique Ford tractors. They enjoy their two granddaughters, Emma and Sadie, and are blessed to have them nearby.

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.

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.

After working as a public accountant for the past several years, Mary joined the Korhorn family in 2019. She has worked with clients in various different career fields on their business needs. Mary specializes in Accounting and Payroll services; she is a certified QuickBooks and TSheets Pro Advisor with a degree in Business from Indiana University.  
 
Mary met her husband, Matt, in 2000 and they have two sons, Abel and Jackson. In her spare time, she loves to play softball, build things, and go fishing with her family. Mary also enjoys visiting with her grandmother in her hometown of Aliquippa, Pennsylvania.