Team

Joshua Gregory, CFP®, ChFC, CKA

CERTIFIED FINANCIAL PLANNER™ / Owner

A professional headshot of Joshua Gregory, presenting a confident and approachable appearance.

About

Joshua

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™ 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.

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