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Holden P
CFP®, ChFC®, Series 65
Granger, IN
Korhorn Financial Group
Holden Price is a CFP® and ChFC® with four years of industry experience, currently serving as an advisor at Korhorn Financial Group and KFG Wealth Management LLC. He has held roles at Korhorn Financial Group since 2021, where he assists with day-to-day operations. Korhorn Financial Group serves individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations with discretionary portfolio management, financial planning, and retirement plan consulting. The firm’s investment approach emphasizes asset-allocation models using mutual funds, ETFs, and custom strategies, and it provides both standalone planning engagements and ongoing advisory relationships.
Michael F
CFP®, ChFC®, Series 65
Edwardsburg, MI
Korhorn Financial Group
Michael Fritschi is a CFP® and ChFC® affiliated with Korhorn Financial Group, where he has worked for four years. His prior experience includes roles at Mid-American Screw Products and Elkhart High School. Korhorn Financial Group provides discretionary investment management and financial planning services to individuals, retirement plan sponsors, foundations, and institutional clients. The firm uses asset allocation models and model-based portfolio management with mutual funds, ETFs, and alternative strategies, and supports clients with ongoing monitoring, rebalancing, and access to the eMoney planning platform.
Benjamin C
CFP®, Series 65
Granger, IN
Korhorn Financial Group
Benjamin Chambers is a CFP® with six years of industry experience, currently serving as an advisor at Korhorn Financial Group. Prior to joining Korhorn, he worked at KFG Wealth Management LLC and has experience as a tax preparer at KFG Tax & Business Services. Chambers also worked at Kabelin Ace Hardware and Spring Arbor University. Korhorn Financial Group provides discretionary investment management and financial planning to individuals, retirement plan sponsors, foundations, and other institutional clients. The firm employs model-based portfolio management using mutual funds, ETFs, and independent managers, and offers additional services including retirement plan consulting and access to the eMoney planning platform.
Andrew D
Series 65
Granger, IN
Korhorn Financial Group
Andrew Daigneau is a financial advisor with Korhorn Financial Group in Granger, IN, holding a Series 65 credential and one year of industry experience. Prior to joining Korhorn Financial Group, he has worked in various roles including event coordination for the Leaving Legacies Foundation, sales at Tactial Energy Group, and chauffeur services with South Bend Luxury Chauffeur. Korhorn Financial Group provides discretionary investment management and financial planning services to individuals, retirement plan sponsors, foundations, and institutional clients. The firm utilizes asset allocation models and model-based portfolio management, incorporating mutual funds, ETFs, independent managers, and select strategies such as options and short sales.
William M
CFP®, ChFC®, Series 66
Granger, IN
Korhorn Financial Group
William Mock is a CFP® and ChFC® with 24 years of industry experience. He is currently with Korhorn Financial Group, where he has worked since 2013, following six years at Silver Oak Securities Inc. Outside of his advisory role, he serves as treasurer for a local homeowners association and a non-profit swim club, assisting with financial reporting and recordkeeping. Korhorn Financial Group provides discretionary investment management and financial planning to individuals, retirement plan sponsors, foundations, and institutional clients. The firm employs asset allocation models and model-based portfolio management using mutual funds, ETFs, independent managers, and select strategies, and offers ongoing monitoring, rebalancing, and access to the eMoney planning platform.
Fredrick A
Series 66
Granger, IN
Korhorn Financial Group
Fredrick Anderson is a Series 66 licensed advisor with Korhorn Financial Group and has 23 years of industry experience. He has worked at KFG Wealth Management, LLC since 2011 and is also a co-owner and CPA at Anderson & Co., a tax preparation firm. Korhorn Financial Group provides discretionary investment management and financial planning to individuals, retirement plan sponsors, foundations, and institutional clients. The firm primarily uses asset allocation models and model-based portfolio management, incorporating mutual funds, ETFs, independent managers, and select strategies, while supporting ongoing monitoring, rebalancing, and client access to the eMoney planning platform.
Joshua F
CFP®, Series 65
Granger, IN
Korhorn Financial Group
Joshua Fritzke is a CFP® with four years of industry experience, currently with Korhorn Financial Group in Granger, IN. He has been with Korhorn Financial Group and its affiliated entities, including KFG Wealth Management LLC and Silver Oak Securities, since 2021. Prior to this, his work history includes roles at DZ Atlantic Group and other firms. Korhorn Financial Group advises individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm’s investment approach emphasizes asset allocation primarily through mutual funds and ETFs, including Dimensional funds and Innovator Defined Outcome ETFs, and incorporates independent managers and private funds when appropriate.
Jared M
CFP®, Series 66
Granger, IN
Korhorn Financial Group
Jared Miller is a CFP® with 12 years of industry experience, currently serving at Korhorn Financial Group. His career includes roles at Avantax Investment Services, Loucks Wealth Management, and Harbour Investments, among others. Outside of financial advising, he is an independent licensed real estate agent and a member of Riverdale Holdings LLC, which manages rental properties. Korhorn Financial Group offers discretionary investment management and financial planning to individuals, retirement plan sponsors, foundations, and institutional clients. The firm employs model-based portfolio management using mutual funds, ETFs, and select strategies, alongside financial planning and consulting services.
Rachel S
Series 65
Granger, IN
Korhorn Financial Group
Rachel Sarber Fritschi is a financial advisor at Korhorn Financial Group with four years of industry experience. She holds a Series 65 designation and has previously worked in education at Elkhart Community Schools and Indiana University South Bend. Korhorn Financial Group provides discretionary investment management and financial planning services to individuals, retirement plan sponsors, foundations, and institutional clients. The firm emphasizes model-based portfolio management using mutual funds, ETFs, independent managers, and select strategies, supported by ongoing monitoring and access to eMoney planning tools.
Benjamin B
Series 65
Granger, IN
Korhorn Financial Group
Benjamin Bulgrien is a financial advisor at Korhorn Financial Group with two years of industry experience. He holds a Series 65 designation and has worked at KFG Wealth Management, LLC and Korhorn Financial Group, Inc since 2022. Prior to his advisory career, he held roles in marketing, automotive sales, education, and church ministry. Korhorn Financial Group serves individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs asset-allocation models primarily using mutual funds and ETFs, including Dimensional funds and Innovator Defined Outcome ETFs, and provides services such as SEI Asset Management accounts and consolidated client reporting through the eMoney platform.
Kimberly P
Series 65
Granger, IN
Korhorn Financial Group
Kimberly Polsgrove is a financial advisor with Korhorn Financial Group holding a Series 65 credential and three years of industry experience. She has worked with Korhorn Financial Group and KFG Wealth Management since 2021. Prior to her advisory career, she was employed at Eastern Nazarene College and Atlas Communications (Hewlett-Packard). Korhorn Financial Group advises individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations on discretionary portfolio management, financial planning, and retirement plan consulting. The firm’s investment approach focuses on asset allocation using mutual funds, ETFs, and custom strategies, and it also provides services including SEI Asset Management accounts and plan sponsor advice under ERISA.
James B
Series 65
Granger, IN
Korhorn Financial Group
James Baklashev is a financial advisor with Korhorn Financial Group and holds a Series 65 designation. He has one year of industry experience, previously working at KFG Wealth Management, LLC and Korhorn Financial Group, Inc. Prior to his advisory career, he was employed at Rullis Italian Ristorante for three years. Korhorn Financial Group advises individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations on discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs asset-allocation models primarily using mutual funds and ETFs, and offers services including independent manager allocations, SEI Asset Management accounts, and consolidated client reporting via the eMoney platform.
Anthony N
Series 63, Series 65
Granger, IN
Korhorn Financial Group
Anthony Navarro is a financial advisor with Korhorn Financial Group, holding Series 63 and Series 65 licenses and seven years of industry experience. He previously worked at Nomadic Wealth LLC and Nomadic Insurance, LLC, where he held roles related to financial planning and insurance. Navarro also has experience outside finance, including work with HR Block and roles in other industries. Korhorn Financial Group provides discretionary investment management and financial planning services to individuals, retirement plan sponsors, foundations, and institutional clients. The firm utilizes model-based portfolio management with mutual funds, ETFs, and select alternative strategies, and supports client access to the eMoney planning platform and ongoing portfolio monitoring.
Lindsey T
Series 65
Granger, IN
Korhorn Financial Group
Lindsey Taylor is a financial advisor at Korhorn Financial Group with a Series 65 designation and one year of industry experience. Prior to joining the firm, Lindsey held various positions including roles at Sufficient Grounds and First Glass Window Cleaning, as well as several student engagements. Korhorn Financial Group provides discretionary investment management and financial planning services to individuals, retirement plan sponsors, foundations, and other institutional clients. The firm utilizes asset allocation models and model-based portfolio management with mutual funds, ETFs, and select strategies, supporting ongoing monitoring, rebalancing, and offering clients access to the eMoney planning platform.
Caden G
Series 65
Granger, IN
Korhorn Financial Group
Caden Goggins is a financial advisor at Korhorn Financial Group with a Series 65 credential and one year of industry experience. He has worked at Korhorn Financial Group and its affiliated KFG Wealth Management, LLC since 2022. Outside of his advisory role, he has held multiple positions at Hillsdale College and previously worked with Merry Me Events. Korhorn Financial Group provides discretionary portfolio management, financial planning, and retirement plan consulting to individuals, trusts, estates, pension plans, and charitable organizations. The firm employs asset-allocation models primarily using mutual funds and ETFs, offers services including independent manager allocations and SEI Asset Management accounts, and supports plan sponsors under ERISA arrangements.
Matthew H
CFP®, ChFC®, Series 66
Edwardsburg, MI
Korhorn Financial Group
Matthew Hoke is a CFP® and ChFC® with 22 years of industry experience. He has been associated with Korhorn Financial Group since 2007 and KFG Wealth Management, LLC since 2010. Outside of his advisory role, he works as a tax preparer and insurance agent at affiliated non-investment companies. Korhorn Financial Group provides discretionary investment management and financial planning to individuals, retirement plan sponsors, foundations, and institutional clients. The firm uses asset allocation models, mutual funds, ETFs, and select strategies, offering ongoing portfolio monitoring and access to a financial planning platform.
Eric W
CFP®, Series 65
Granger, IN
Korhorn Financial Group
Eric Wood is a financial advisor at Korhorn Financial Group with two years of industry experience. He holds the CFP® designation and Series 65 license. Prior to joining Korhorn Financial Group, he held various roles including positions at KFG Wealth Management, Robinhood Markets, and Nelson Financial Planning. Outside of his advisory work, he provides real estate accounting consulting through Hoosier One Holdings, LLC. Korhorn Financial Group advises individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations on discretionary portfolio management, financial planning, and retirement plan consulting. The firm’s investment approach emphasizes asset-allocation models using mutual funds, ETFs, independent managers, and private funds, supported by platforms such as SEI Asset Management and eMoney for client reporting.
Allegrita A
Series 65
Edwardsburg, MI
Korhorn Financial Group
Allegrita Ashenfelter is a financial advisor at Korhorn Financial Group with seven years of industry experience. She holds a Series 65 designation and has worked at Silver Oak Securities since 2021. Prior to that, she was employed at Korhorn Financial Group and KFG Wealth Management starting in 2017 and also has experience at First Source Bank. Outside of her advisory role, she has been involved with River Valley Church for over a decade. Korhorn Financial Group advises individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations on discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs asset-allocation models using mutual funds, ETFs, and other strategies, and offers services including ERISA plan sponsor consulting and integrated tax and insurance solutions.
Kevin K
CFP®, ChFC®, Series 63, Series 65
Granger, IN
Korhorn Financial Group
Kevin Korhorn is a CFP® and ChFC® with 32 years of experience in financial advisory services. He is the owner and president of Korhorn Financial Group, where he has worked since 2002, and has prior experience with Silver Oak Securities and KFG Wealth Management. Korhorn serves on the board of Africans Reaching Africa, a nonprofit organization focused on strategic planning. Korhorn Financial Group provides discretionary investment management and financial planning to individuals, retirement plan sponsors, foundations, and other institutional clients. The firm employs model-based portfolio management using mutual funds, ETFs, and select strategies, and offers services including retirement plan consulting and tax and insurance services through affiliated companies.
Zachary B
CFP®, Series 65
Granger, IN
Korhorn Financial Group
Zachary Broadwick is a CFP® professional with seven years of industry experience, currently with Korhorn Financial Group. He has been associated with the firm and its affiliated entities since 2017. Outside of advisory work, he also prepares tax returns at KFG Tax & Business Services. Korhorn Financial Group advises individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations on discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs asset-allocation models using mutual funds, ETFs, independent managers, and private funds, and offers services including SEI Asset Management accounts and consolidated reporting through the eMoney platform.
Benjamin D
CFP®, ChFC®, Series 63, Series 65
Granger, IN
Korhorn Financial Group
Benjamin De Bock is a CFP® and ChFC® with nine years of experience in financial advising. He has been with Korhorn Financial Group since 2017, also working at KFG Wealth Management and Silver Oak Securities during his career. Outside of advising, he serves as Donor Services Chair for Young Life Michiana, a Christian youth outreach organization. Korhorn Financial Group provides discretionary portfolio management and financial planning to individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm emphasizes asset allocation using mutual funds, ETFs, and customized strategies, and offers services including ERISA plan consulting and integrated tax and insurance support.
Brock B
Series 65
Granger, IN
Korhorn Financial Group
Brock Bontrager is a Series 65-licensed financial advisor with Korhorn Financial Group in Granger, IN. He has been with the firm and its affiliated entity KFG Wealth Management since 2025. His prior work experience includes positions in the food service industry and at Purdue University. Korhorn Financial Group provides discretionary investment management and financial planning to individuals, retirement plan sponsors, foundations, and other institutional clients. The firm employs model-based portfolio management using mutual funds, ETFs, and select alternative strategies, and offers additional services including retirement plan consulting and financial planning through the eMoney platform.
Joshua G
CFP®, ChFC®, Series 66
Granger, IN
Korhorn Financial Group
Joshua Gregory is a CFP® and ChFC® with 25 years of industry experience. He has worked at Korhorn Financial Group since 2002 and at KFG Wealth Management, LLC since 2007. Gregory serves as a board member and chairman of the alumni board at Bethel College, where he helps plan alumni events and represents the alumni association on the school's Board of Trustees. Korhorn Financial Group provides discretionary investment management and financial planning services to individuals, including high-net-worth clients, as well as retirement plan sponsors, foundations, and institutional clients. The firm emphasizes model-based portfolio management using mutual funds, ETFs, independent managers, and select strategies, with ongoing monitoring and access to financial planning technology.
Michael H
Series 65
Granger, IN
Korhorn Financial Group
Michael Hostetler is a Series 65-credentialed financial advisor at Korhorn Financial Group with experience beginning in 2024. Prior to joining Korhorn, he worked in various roles including shopper for Instacart and positions in education and hospitality. He balances his advisory work with part-time non-investment activities such as shopping and delivery for Instacart. Korhorn Financial Group serves individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations with discretionary portfolio management, financial planning, and retirement plan consulting. The firm emphasizes asset allocation using mutual funds, ETFs, and customized strategies, and also provides services to plan sponsors under ERISA arrangements.
Andrew M
Series 65
Granger, IN
Korhorn Financial Group
Andrew Mazelin is a financial advisor at Korhorn Financial Group with a Series 65 designation and one year of industry experience. Prior to joining the firm, he held roles at Cedarville University, Environment Control, and in the food service industry. Korhorn Financial Group advises individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm’s investment approach emphasizes asset-allocation models using mutual funds, ETFs, and custom strategies, serving a diverse client base including high-net-worth individuals.
Jason M
Series 66
Granger, IN
Korhorn Financial Group
Jason Matthews is a financial advisor at Korhorn Financial Group with 12 years of industry experience. He holds a Series 66 designation and has worked at Silver Oak Securities, KFG Wealth Management, LLC, and Korhorn Financial Group. Outside of his advisory role, he is the CEO and founder of Gashawk Inc., a company focused on the recreational vehicle industry. Korhorn Financial Group provides discretionary investment management and financial planning services to individuals, retirement plan sponsors, foundations, and institutional clients. The firm employs model-based portfolio management using mutual funds, ETFs, and select strategies, and supports clients with ongoing monitoring, rebalancing, and access to the eMoney planning platform.
Brandon S
CFP®, Series 63, Series 65
Granger, IN
Korhorn Financial Group
Brandon Stoller is a CFP® professional at Korhorn Financial Group with seven years of industry experience. His work history includes roles at JPMorgan Chase Bank and Wayfinder Financial LLC prior to joining Korhorn Financial Group and KFG Wealth Management. He also serves as an insurance agent at KFG Insurance Agency. Korhorn Financial Group provides discretionary investment management and financial planning to individuals, retirement plan sponsors, foundations, and institutional clients, utilizing model-based portfolio management with mutual funds, ETFs, and select strategies alongside client access to financial planning technology.
Elijah T
CFP®, Series 65
Granger, IN
Korhorn Financial Group
Elijah Thomas is a CFP® with three years of industry experience, currently serving as an advisor at Korhorn Financial Group. He also holds a position as Assistant Hall Director at Holy Cross College. Elijah's prior roles include positions at enFocus Inc. and Aldi, among others. Korhorn Financial Group advises individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations through discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs asset-allocation models primarily using mutual funds and ETFs, and offers services including ERISA plan sponsorship, independent manager allocations, and consolidated client reporting via the eMoney platform.
James C
Series 65
Granger, IN
Korhorn Financial Group
James Christing is a financial advisor with Korhorn Financial Group, holding a Series 65 designation and beginning his advisory career in 2026. Prior to joining Korhorn, his work history includes roles at Indiana Wesleyan University and Our Daily Bread Ministries. Korhorn Financial Group provides discretionary investment management and financial planning to individuals—including high-net-worth clients—retirement plan sponsors, foundations, and institutional clients. The firm uses asset allocation models with mutual funds, ETFs, independent managers, and selective strategies, and supports ongoing portfolio monitoring and client access to financial planning technology.
Regan R
Series 65
Granger, IN
Korhorn Financial Group
Regan Ramirez is a Series 65-licensed advisor with Korhorn Financial Group, bringing one year of industry experience. Prior to joining Korhorn Financial Group and its affiliated KFG Wealth Management, LLC in 2025, Ramirez held roles at Spring Arbor University, Green Bay Packaging, and Rupp, Hagans, Bohmer LLP. Outside of financial advising, Ramirez has experience working with community organizations such as the Jackson YMCA and Archbold Swimming Pool. Korhorn Financial Group serves individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations with discretionary portfolio management, financial planning, and retirement plan consulting. The firm’s investment approach emphasizes asset allocation through mutual funds, ETFs, and customized strategies, offering both standalone planning and ongoing advisory relationships.
Bradley S
CFP®, ChFC®, Series 66
Granger, IN
Korhorn Financial Group
Bradley Simich is a financial advisor with Korhorn Financial Group holding the CFP®, ChFC®, and Series 66 designations. He has seven years of industry experience, including roles at Gradient Advisors LLC and Howard Bailey Securities, and prior service in the United States Marine Corps. Outside of finance, he owns Just Add H2O, a scuba equipment and instruction business. Korhorn Financial Group advises individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations on portfolio management, financial planning, and retirement plan consulting. The firm utilizes asset-allocation models primarily using mutual funds and ETFs, offers services including SEI Asset Management accounts, and provides consolidated reporting through the eMoney platform.
Elaina W
Series 65
Granger, IN
Korhorn Financial Group
Elaina Wright is a financial advisor with Korhorn Financial Group in Granger, Indiana. She holds the Series 65 designation and has one year of industry experience. Prior to her current role, she worked in various positions including at McConn Coffee Company and Wright Directions Counseling. Korhorn Financial Group provides discretionary investment management and financial planning to individuals, retirement plan sponsors, foundations, and other institutional clients. The firm employs an asset allocation model approach using mutual funds, ETFs, independent managers, and select strategies, alongside ongoing portfolio monitoring and client access to the eMoney planning platform.
Joshua K
Series 65
Granger, IN
Korhorn Financial Group
Joshua Korhorn is a financial advisor at Korhorn Financial Group with a Series 65 designation and three years of industry experience. His background includes service in the United States Army and a brief tenure at the University of Notre Dame. He assists in the day-to-day operations of Korhorn Financial Group. Korhorn Financial Group advises individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations on discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs an asset-allocation approach using mutual funds, ETFs, independent managers, and private funds, and provides services including ERISA plan sponsor consulting and consolidated client reporting.
Tyler H
Series 65
Granger, IN
Korhorn Financial Group
Tyler Holder is a financial advisor at Korhorn Financial Group with two years of industry experience. He holds a Series 65 license and has worked in financial services since 2023, including prior experience at KFG Wealth Management and Korhorn Financial Group. Before entering the financial industry, he spent seven years at Gospel City Church. Outside of advising, he is also employed in operational and insurance advisory roles within Korhorn’s affiliated companies. Korhorn Financial Group provides discretionary investment management and financial planning to individuals, retirement plan sponsors, foundations, and other institutional clients. The firm employs model-based portfolio management using mutual funds, ETFs, independent managers, and select strategies, alongside ongoing monitoring and client access to financial planning technology.
William C
Series 65
Edwardsburg, MI
Korhorn Financial Group
William Clewell is a Series 65-licensed advisor with Korhorn Financial Group in Edwardsburg, MI. He joined the firm and its affiliate KFG Wealth Management, LLC in 2026 and has prior work experience outside the financial industry including roles at Abbott Laboratories and various restaurant positions. Korhorn Financial Group provides discretionary investment management and financial planning to individuals, retirement plan sponsors, foundations, and institutional clients. The firm employs model-based portfolio management using mutual funds, ETFs, independent managers, and select strategies, along with financial planning and retirement plan consulting services.
Brendon H
CFP®, ChFC®, Series 65
Granger, IN
Korhorn Financial Group
Brendon Handy is a CFP® and ChFC® with five years of industry experience, currently serving at Korhorn Financial Group. He has worked at KFG Wealth Management and Korhorn Financial Group since 2019 and also has experience as a tax preparer with KFG Tax and Business Services. Korhorn Financial Group provides discretionary investment management and financial planning to individuals, including high-net-worth clients, retirement plan sponsors, foundations, and other institutional clients. The firm employs an asset allocation and model-based portfolio management approach, utilizing mutual funds, ETFs, independent managers, and select strategies, while offering ongoing portfolio monitoring and access to financial planning tools.
Gillian A
Series 65
Granger, IN
Korhorn Financial Group
Gillian Allen is a financial advisor with Korhorn Financial Group holding a Series 65 credential and zero years of industry experience. She has worked at Korhorn Financial Group since 2024 and is also a mobile food truck operator for Manifest Destiny, LLC. Korhorn Financial Group provides discretionary investment management and financial planning services to individuals, retirement plan sponsors, foundations, and institutional clients. The firm primarily employs asset allocation models using mutual funds, ETFs, and select strategies, and supports ongoing portfolio monitoring and rebalancing.
Diana D
Series 65
Edwardsburg, MI
Korhorn Financial Group
Diana Dimian is a financial advisor with Korhorn Financial Group holding a Series 65 credential and five years of industry experience. She has worked at Silver Oak Securities since 2021 and has been associated with Korhorn Financial Group since 2019. Korhorn Financial Group serves individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations with discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs asset-allocation models using mutual funds, ETFs, and custom strategies, and offers services including standalone planning and ongoing advisory relationships.
Jeffrey J
Series 65
Granger, IN
Korhorn Financial Group
Jeffrey Jankowski is a financial advisor at Korhorn Financial Group with one year of industry experience. Prior to joining Korhorn, he worked for 27 years at Dent Patrol, Inc. He holds a Series 65 designation. Korhorn Financial Group advises individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations on discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs asset-allocation models primarily using mutual funds and ETFs, offers services including ERISA plan consulting, and utilizes platforms such as eMoney and SEI Asset Management for client reporting and account management.
Casey M
Series 65
Granger, IN
Korhorn Financial Group
Casey Meuzelaar is a financial advisor at Korhorn Financial Group with Series 65 registration and one year of industry experience. Prior to joining Korhorn Financial Group in 2025, Casey worked in the healthcare sector at Afdent Dental and Del Pilar Medical and Urgent Care. Korhorn Financial Group provides discretionary investment management and financial planning services to individuals, retirement plan sponsors, foundations, and institutional clients. The firm employs model-based portfolio management and offers comprehensive planning tools, including access to eMoney and ongoing portfolio monitoring.
Michael B
CFP®, ChFC®, Series 66
Granger, IN
Korhorn Financial Group
Michael Bernard is a financial advisor at Korhorn Financial Group with 23 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. His prior experience includes roles at Silver Oak Securities Inc and Even Up, LLC. Bernard serves as a board member and secretary for the Patchwork Dance Company and is Treasurer for Harris Baseball Softball, a nonprofit youth sports organization. Korhorn Financial Group provides discretionary investment management and financial planning services to individuals, retirement plan sponsors, foundations, and institutional clients. The firm employs a model-based investment approach using mutual funds, ETFs, and select strategies, alongside financial planning and retirement plan consulting.
Corey J
CFP®, Series 65
Granger, IN
Korhorn Financial Group
Corey Johnson is a CFP® and holds a Series 65 license with four years of industry experience. He currently works at Korhorn Financial Group and KFG Wealth Management LLC, and has additional experience as a Realtor with Coldwell Banker, The Real Estate Group. Outside of financial advising, he is involved in property management and rental property ownership through several related entities. Korhorn Financial Group advises individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations on discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs asset-allocation models primarily using mutual funds and ETFs, including Dimensional funds and Innovator Defined Outcome ETFs, and offers services such as independent manager allocations, SEI Asset Management accounts, and consolidated reporting via the eMoney platform.
Caleb K
Series 65
Granger, IN
Korhorn Financial Group
Caleb Korhorn is a financial advisor at Korhorn Financial Group with two years of industry experience. He holds a Series 65 designation and has previously worked at the University of Michigan and Trinity School at Greenlawn. Caleb also assists with day-to-day operations at Korhorn Financial Group as an intern. Korhorn Financial Group advises individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations on discretionary portfolio management, financial planning, and retirement plan consulting. The firm’s investment approach emphasizes asset-allocation models implemented mainly with mutual funds and ETFs, and it provides services including ERISA plan sponsor consulting and consolidated client reporting through the eMoney platform.
Amy M
CFP®, ChFC®, Series 66
Granger, IN
Korhorn Financial Group
Amy Masters is a financial advisor with Korhorn Financial Group in Granger, IN, holding CFP® and ChFC® designations and the Series 66 license. She has 12 years of industry experience, including four years at Silver Oak Securities, Inc. Amy also volunteers on the finance committee of Young Life, where she assists with financial reporting and budgeting. Korhorn Financial Group provides discretionary investment management and financial planning services to individuals, retirement plan sponsors, foundations, and other institutional clients. The firm uses asset allocation models and model-based portfolio management with mutual funds, ETFs, and select alternative strategies, supported by ongoing monitoring and the eMoney planning platform.
Summer H
CFP®, Series 66
Edwardsburg, MI
Korhorn Financial Group
Summer Hathaway is a CFP® with 18 years of industry experience, currently affiliated with Korhorn Financial Group. She has worked at Korhorn Financial Group since 2007 and was previously with Silver Oak Securities Inc from 2016 to 2022. Hathaway holds the Series 66 designation as well. Korhorn Financial Group provides discretionary investment management and financial planning services to individuals, including high-net-worth clients, as well as retirement plan sponsors, foundations, and institutional clients. The firm employs asset allocation models and model-based portfolio management, utilizing mutual funds, ETFs, independent managers, and select strategies such as options and short sales.
Jackson T
Series 65
Granger, IN
Korhorn Financial Group
Jackson Taylor is a financial advisor at Korhorn Financial Group with Series 65 credentials and one year of industry experience. Prior to his advisory role, he has held various positions including internships within the financial services sector and roles outside the industry. Korhorn Financial Group advises individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations on discretionary portfolio management, financial planning, and retirement plan consulting. The firm’s investment approach emphasizes asset allocation using mutual funds, ETFs, and custom strategies, while offering consolidated client reporting and serving plan sponsors under ERISA arrangements.
Tayler C
CFP®, ChFC®, Series 66
Granger, IN
Korhorn Financial Group
Tayler Cizewski is a financial advisor at Korhorn Financial Group with six years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. His prior experience includes roles at Charles Schwab and Money Concepts Capital Corp. Korhorn Financial Group provides discretionary investment management and financial planning services to individuals, including high-net-worth clients, as well as retirement plan sponsors, foundations, and institutional clients. The firm utilizes asset allocation models and model-based portfolio management incorporating mutual funds, ETFs, and select strategies like options and short sales.
Emalynn B
Series 65
Granger, IN
Korhorn Financial Group
Emalynn Benham is a financial advisor with Korhorn Financial Group and holds a Series 65 designation. She has been with the firm and its affiliated entities since 2025. Prior to joining Korhorn, she spent over a decade working in education and has experience at Spring Arbor University and Sparta Area Schools. Korhorn Financial Group provides discretionary investment management and financial planning services to individuals, including high-net-worth clients, as well as retirement plan sponsors, foundations, and institutional clients. The firm employs model-based portfolio management with an emphasis on mutual funds, ETFs, and alternative strategies, alongside client access to advanced planning tools.
Jared M
CFP®
Granger, IN
Korhorn Financial Group
Jared Moxness is a CFP® professional with seven years of experience at Korhorn Financial Group and six years at KFG Wealth Management LLC. He previously worked for four years at Plante & Moran, PLLC. In addition to his advisory role, he works as a tax preparer at KFG Tax & Business Services. Korhorn Financial Group provides discretionary portfolio management and financial planning services to individuals, trusts, estates, pension plans, and charitable organizations. The firm emphasizes asset allocation using mutual funds, ETFs, and custom strategies, and offers both standalone planning and ongoing advisory relationships.
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