Insurance Planners

Mike began his career at 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 and is an Accredited Investment Fiduciary (AIF®).

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 planner, Mike serves as a member of the KFG Executive Team and helps lead the team of Financial Planners and the Wealth Management team as a whole.  Mike is also the host of KFG’s weekly radio program and podcast, The Wise Money Show with Korhorn Financial Group™, provides ongoing content for the Wise Money Show YouTube channel, and holds regular interviews on various radio and media outlets.

Mike is very active in serving the local community.  He has been a volunteer coach at the Harris Baseball Softball little league for many years, where he also has served on the board, and is manager and head coach for his son’s travel baseball team.  He also volunteers with the local Young Life youth ministry where he has also previously served as Chairperson for the Area Committee. 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 has been married to his high school sweetheart, Eve, since 2002, and they are the proud parents of one daughter, Eden. As residents of Wakarusa, Indiana, they are proud supporters of Northwood High School athletics and attend Nappanee Missionary Church. Bill serves as Treasurer for the Elkhart United Aquatics swim club of which Eden is a member. As a “swim family” the Mocks spend most of their weekends cheering for Eden at the pool.

Amy started at 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 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.

Jared began his career as a Certified Financial Planner™ at Korhorn Financial Group in 2019 after spending several years as a Tax Accountant with a large regional CPA firm. He graduated from Bethel University in 2015 with degrees in Accounting and Business Administration. Jared is a Certified Financial Planner™, Certified Public Accountant (CPA), and Certified Exit Planning Advisor (CEPA). He loves getting to know new people and bringing financial wisdom to everyone he can. Throughout the year, you can find Jared at either our Niles or Granger Office. 

In 2016, Jared married his high school sweetheart, Catherine, and they currently reside in Granger. In his free time, Jared enjoys spending time with loved ones, visiting national parks, a good documentary, and all things Oklahoma Football.

Zach has been with Korhorn Financial Group since 2018 where he served 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 in Finance. Zach earned his CFP® (Certified Financial Planning™) certification in 2021.

Zach was born and raised in the greater South Bend area and has spent the majority of his life in Granger, Indiana. 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 spending time with his energetic German shepherd, Koda, and most outdoor activities, including fishing and sports. He is also a huge fan of Notre Dame football and the Detroit Tigers. 

Tayler started at Korhorn Financial Group in 2022 after spending three years in Indianapolis following graduation. She graduated from Purdue University in 2019 with a bachelor’s degree in Financial Counseling and Planning and a minor in Management. Tayler has obtained FINRA Series 7, 66, and Indiana Life & Health Insurance license and earned her Certified Financial Planner™ (CFP®) designation in 2022.

Tayler was raised in LaPorte, Indiana where she lives today with her boyfriend Adam, and their two dogs Patches and Kobe. In her free time, Tayler loves cooking, doing DIY projects on their 1900s charmer home, spending time with her family and friends, exercising, and playing with her dogs. 

Joshua graduated from Western Michigan University with a Bachelor’s in Business Administration Finance before working with InterVarsity Christian Fellowship, a non-profit ministry focused at reaching college students and developing them to be world changers. After serving with InterVarsity for five years, Josh worked in the nuclear contracting field as an in-field supervisor before coming to KFG in 2021. With a love for developing people, life coaching, and teaching, Josh hopes to serve clients in an advisory role soon.  

Joshua loves to be outdoors and near Lake Michigan. In his free time, you can find him playing sports; particularly beach volleyball, bike riding, or learning to surf. He’s an avid fan of playing group board games and watching NHL hockey (go Blackhawks!) Joshua serves as an elder of a local church in St. Joseph, Michigan, as well as with the audio/visual team, occasionally the worship team, and as a Games Director for a youth ministry.  

Brandon started at Korhorn Financial Group in April of 2022 after working at JPMorgan Chase for five years and a small financial planning firm for a year and a half. Brandon graduated from Purdue University in May of 2015 with a degree in Management with concentrations in Finance and Management Information Systems. Due to his desire to serve others in their financial life, Brandon was drawn to KFG where he saw an opportunity to do exactly that. He is passionate about educating clients so they understand how to make the next wise step in their financial life. Brandon currently holds the Life, Accident, and Health producer license, the series 65, and is pursuing his CFP® designation.

Brandon and his wife Savannah moved from Indianapolis to South Bend in 2022 to start the journey with KFG. They were married in March of 2017 and welcomed their first child, Heidi, in August 2022. Together they enjoy exploring new areas together, tinkering on house projects, and taking their energetic dog, Murphy, on walks. Personally, Brandon enjoys playing a multitude of sports, specifically soccer and basketball, cheering on his beloved Boilermakers, and connecting with friends.

Kristin came to 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 and 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 is an avid runner and typically takes her best and furriest dog friend, Koda, with her on her shorter runs. If she is not running or at the gym, Kristin spends a lot of her spare time watching and attending Notre Dame sporting events, fishing, traveling, boating, and kayaking.

Victoria joined Korhorn Financial Group in the spring of 2023. She graduated from Cedarville University in the fall of 2022 with a degree in Spanish and cross-cultural ministry. Through her degree program, she learned how important it is to have compassion for others which leads to serving them well, and she is excited to cultivate those skills as part of the KFG team. 

Victoria grew up and currently lives in Elkhart and attends church at Gospel City Church in Granger. Her free time is spent getting outside, whether camping and hiking with friends, running on the Indiana county roads, or making coffee on the shores of Lake Michigan. 

Kim started at Korhorn Financial Group in 2021 after most recently serving as the Executive Assistant to the President at Eastern Nazarene College. She brings a wealth of administrative and service experience to the table from working in institutional advancement at the collegiate level and serving as a business analyst for Hewlett Packard. Kim is a graduate of Taylor University and the University of Mobile and holds degrees in Business Marketing and Communications.

Kim and her husband, Scott, both grew up in the Michiana area and returned in 2021 after living in the South and Northeast for over three decades as they followed Scott’s career as a college basketball coach. Married since 1988, their family continues to expand, already welcoming three grandchildren to the family. Kim enjoys investing in others, spending time with family and friends, reading, using her creative juices, and serving at her church.

Diana came to Korhorn Financial Group in the summer of 2019, after graduating from Indiana University’s Kelley School of Business with a Bachelor of Science in Finance. She holds a FINRA Series 65 license and has a passion for precision and a desire for excellence that she brings to the KFG team as a Senior Implementation Coordinator.

Diana grew up in Granger, Indiana, but loves to travel and wants to see as much of the world as she can. When she’s not working, she enjoys reading and writing, cooking, and baking, and spending time with friends and family.

Holden came to Korhorn Financial Group in 2021 as an intern. Upon graduating from Indiana University South Bend in December 2021, he accepted a full-time position as a Financial Planning Coordinator. He graduated from IUSB with a Bachelor of Science in Finance, and while there was a member of the tennis team. He currently holds a Series 65 license and is actively pursuing his CFP® designation.

Holden grew up in Elkhart and graduated from Jimtown High School. In his free time, he enjoys playing sports, watching Michigan football and basketball, hiking, water skiing, and spending time with family and friends.

Rachel started at Korhorn Financial Group at the beginning of 2022. She graduated from Indiana University South Bend in 2019 with a degree in Applied Mathematics. Rachel taught high school math with Elkhart Community Schools for two years before deciding that it wasn’t for her. A friend in the company told Rachel about KFG and its values and she felt like it was a perfect fit for her.

Rachel currently lives in Elkhart with Michael, who is her best friend and husband. They met as freshmen in high school and married in November 2014. Rachel and Michael love to travel around the United States and have made a wonderful family of four dogs, two cats, and a foster son, JD, who they are hoping to adopt soon.

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 and is now the FPC team leader. Kyle earned his CFP® designation in 2021.

Kyle graduated from Bethel College in 2016 with a bachelor of arts degree in Economics and Finance. 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.

Maria got her start at Korhorn Financial Group in 2021 following her graduation from Southeastern Louisiana University with a Bachelor of Science in mathematics. As a Financial Planning Coordinator, Maria will help advisors prepare for meetings and work with clients to answer any questions.

Maria is originally from Indiana, but as the daughter of missionaries has lived in a few other states as well as out of the country in Honduras, where her father is originally from. She enjoys spending time with her family, watching movies, reading, and crocheting.

Phil has been with Korhorn Financial Group since April of 2020, having previously spent 16 years at a technology support company. From the first time he changed a video card, Phil knew he wanted to work in technology and learn how to make it more useful. Now Phil loves finding trends, analyzing data, and finding useful ways to help the KFG Team serve our clients best. 

Outside of work, Phil loves spending time with his family, worshiping and serving with his church family at River Valley Church, and doing anything outdoors.

Jason started at KFG in 2013 following graduation from Indiana University South Bend with bachelor’s degrees in Economics and International Business. Jason’s passions include mining data for innovative ideas and helping create efficient systems. Jason has held a Series 66 license since 2014 and obtained the Certified Securities Compliance Professional (CSCP®) designation from the National Society of Compliance Professionals in 2021. 

Jason enjoys working around the Matthews Family Farm on various projects, making maple syrup and carving up the ice for his South Bend Senior Hockey League team, the Ice Hawks. Avid outdoor fans, the Matthews will often take trips to natural areas or relax in their own nature park-like forest. Jason and his wife, Ashley, have been married since 2013 and live with their daughter on the south side of South Bend. 

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.

Chloe started at Korhorn Financial Group in January of 2022 after attending Bethel University where she majored in Elementary Education. Chloe left Bethel after a year in a half when she figured out that teaching was not for her. She has a passion for serving the Lord and caring for others, so Korhorn came into her life at the perfect time and has been an excellent opportunity for her to continue doing what she loves. With greeting and communicating with clients, as well as some office management, Chloe thoroughly enjoys her role and the wonderful team she’s surrounded by.

Chloe has lived in Osceola her entire life and has been so thankful to grow up close to her whole family. In her free time, Chloe enjoys reading, taking photos, being outside in the summertime, traveling, and spending time with her family.

Dave studied at Southwestern Michigan College where he received an associate degree in Liberal Arts. He became a State of Michigan residential licensed builder and started working in the residential construction industry in 2002. In 2010 he moved into a commercial maintenance role for E.C.Moore and then Honor Credit Union where he served as the Facilities Manager while the organization grew from seven locations to 25. In 2020 Dave left Honor Credit Union to start his own maintenance and repair business. Dave came on staff with Korhorn Financial Group as the Facilities Manager in June of 2021.   
 
Although he has been blessed with experience and success professionally, his most cherished and valued priorities remain at home where he enjoys caring for the needs of his family. He recently got married in June of 2020 to his lovely wife Stacey. He’s blessed to be a stepfather to three amazing kids and now enjoys spending time with his own son. He is an active member of Gospel City Church and considers his faith as a follower of Jesus to be the central point of his life. 

Kim started at Korhorn Financial Group in August of 2021 and serves as Assistant Corporate Accountant. She graduated from Davenport University earning associate degrees in both Accounting and Business Management. After having the opportunity to homeschool her children in grades K-12, Kim now returns to the workforce full-time. Bringing prior work experience in the areas of payroll and bookkeeping, Kim is eager to expand her career and apply her talents at KFG.

Kim and her husband, Matt, were married in January 2001. They were blessed with two amazing children, Mykaela and Evan. In furthering her desire for teaching, Kim faithfully taught as a Sunday School teacher for nine years. Aside from being a wife and mother, she enjoys spending time with family and friends playing games, or having quiet conversations. She also enjoys holiday baking and trying new recipes.

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 has been the servicing agent for Korhorn Financial Group since we began the insurance division in 2006.

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.

Courtney began her insurance career in January of 2013 bringing to KFG a wealth of knowledge in both service and sales in Personal Risk Management. Courtney holds her Property & Casualty and Life & Health Insurance Licenses but specializes in auto, home, umbrella, collections, watercraft, and recreational vehicle insurance. She also holds her Associates in Personal Insurance (API) and her Associates in General Insurance (AINS®) from The Institutes. Here at KFG, Courtney serves our firm as a Licensed Personal Insurance Advisor, where she has excelled at building trusting relationships with her clients since January of 2021.

Courtney and her husband, Ron, were born and raised in the Michiana area, now calling Mishawaka their home. After a serendipitous meeting in the fall of 2011, they were married in the fall of 2017. She is the proud bonus-mom to her wonderful stepson, Zachary, and has two "fur babies" (a Great Dane and a Boxer). In her spare time Courtney enjoys a good book, playing volleyball, crossing things off her bucket list, barbecuing out by their pool with friends and family, and of course the Fighting Irish!

Kris joined Korhorn Financial Group in 2023, serving as an Insurance Advisor. In 2000, he began his career out east in the New York City and Connecticut area, working as a professional liability underwriter. In 2016, Kris and his family relocated to Granger, Indiana, where he became a licensed sales agent helping families with their insurance needs. He holds a bachelor's degree from New York Institute of Technology and is a proud Marine Corps veteran.

Kris was born and raised in Saginaw, Michigan but met his beautiful wife, Anna, in Connecticut. They have two children named Andrew and Amelia. In his spare time, Kris loves practicing taekwondo, skiing, and hanging out with his family.

Ben Bulgrien joined Korhorn Financial Group in 2022 as a Health Insurance Advisor. Ben's a big reader, averaging a book a week since 2015, and listens to podcasts daily to continue his personal and professional growth. He's most captivated by topics including Decision Making, Problem Solving, and Behavior Change, and he uses the things he learns to help the people he works with in any capacity. Previous to this, he spent time working in various roles across Sales, Marketing, Education, and Church Ministry. He graduated summa cum laude from Bethel University with a degree in Biblical Studies and a minor in Philosophy.

Ben has served as a mentor for the IDEA Center at the University of Notre Dame for the McCloskey New Venture Competition. He is also a Community Collection author on Bendable in partnership with the St. Joseph County Public Library.  Ben and his wife, Abby, were married in 2020 and live in Mishawaka, Indiana. They enjoy watching shows, spending time with family, and playing board games together.

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!

Jay started at Korhorn Financial Group in the fall of 2020 when his previous employer, Steven A. Goldberg, chose KFG to serve the tax and accounting needs of his clients as he transitioned into retirement. Jay graduated from Indiana University South Bend in 2016 with a Bachelor of Science in Accounting and has since worked to continue his education both in the classroom and through serving clients’ accounting and tax-related needs. He is currently working toward his goal of becoming a Certified Public Accountant.

In his spare time, Jay loves going to his son’s little league games and karate practices. Although he stays pretty busy with everything else most of the time, he really enjoys golfing and working on his Mustang whenever he gets the chance (and the weather cooperates!)

Robin came to Korhorn Financial Group in 2022 after working as Vice President of Butler Family Enterprises, a Family Office & Business Management company that she co-founded in 2001. Robin is also Vice President of the Leighton-Oare Foundation and Founder & CEO of J. Red Peach Foundation. With an education in business management, business administration & accounting, Robin’s greatest strengths are her creativity, leadership, and organizational skills.

Robin and her husband Ted were married in 2014 and after four years of living and traveling on a boat, are now home in Niles, Michigan. Her personal passions include philanthropy, family, boating, skiing, old cars, motorhoming, music, and laughter.