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.

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.

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.

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.

Kim joined Korhorn Financial Group in 2019. She graduated from Hillsdale College with a Bachelor of Arts degree majoring in Finance. Previous to joining KFG, she worked for 7 years as the human resources director for Child And Parent Services. Prior to this, Kim spent 17 years leading the retail branch network for Chase Bank. Here she developed a passion for client service, employee development, and leading  branch processes and procedures. As Korhorn’s first Human Resources Manager, Kim’s work includes developing and streamlining recruiting, hiring, and benefit processes, as well as supporting the development of the employee experience to help make Korhorn Financial Group the best place to work in Michiana.

Kim believes that the best life is lived in relationship with God and with others, and she is motivated by developing and nurturing these relationships. In her spare time, she enjoys spending time with her husband on the golf course or bike trails, participating in a women’s cooking group and spending time with family playing cards and games or just getting together. As much as possible, Kim and her husband, Kevin, spend time with their adult children.

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.

Abigail joined the KFG family in fall of 2011 to help with reception and tax season, and she’s been with us ever since. Over the years she has become a jack of many trades and continues to jump in where needed to help keep the office running smoothly.

In her personal time, Abigail enjoys adventures with her husband, Micah, and playing board games with friends. She also cultivates a collection of plants, which includes succulents, orchids, and carnivorous plants.

Cindy began her insurance career in March 1981 and has been with KFG since 2010. She handles all of the claims at KFG and services the needs of all our commercial insurance clients as well as a portion of our personal insurance clients.

She has always enjoyed talking with people and helping them with their questions—especially during the often difficult times when filing a claim.

Cindy has been married to her husband, Jeff, since 1975. They are the proud parents of two grown sons and grandparents of a beautiful grandson. She enjoys spending her free time at their cottage on Lake Wawasee, where she enjoys boating and swimming. She is a huge Notre Dame Football fan and the fall and football season is her favorite time of year.

After three years of gaining experience in the insurance industry, Matt found his ideal fit with KFG Insurance in 2014. After filling both service and sales roles with Liberty Mutual and Indiana Farm Bureau Insurance, Matt came to KFG because of a shared philosophy that clients need information and education, not just quotes. In his current role, Matt introduces new clients to the firm and helps make personalized recommendations regarding their insurance needs.

A South Bend native, Matt graduated Indiana University in 2011 with his Bachelor of Arts degree in Communication Arts and has spent his entire life as a part of the Michiana community. Matt is also an avid sports fan and a musician. Away from the office you will find him playing music with his friends or relaxing at his home in western St. Joseph County.

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. 

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.

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.