About My Practice
I am a part of a multi-disciplinary practice. Korhorn Financial Group (KFG) has three distinct businesses. As a CFP, I am a part of the Financial Planning arm of KFG. We also have a tax and accounting division. Finally, we have a full service insurance agency. We believe that our client's experience is enhanced when they have a CFP doing their financial planning, a CPA doing their tax planning and tax preparation, and finally a CIC helping them with their protection planning issues. Our clients tend to be very involved people who are financial delegators. We strive to be a "total solutions provider" to our clients.
I started KFG on July 19, 1994 in South Bend, IN. Our distinctives include our service offerings as well as our education, experience, and expertise.
Experience
I have been a Financial Advisor since July, 1994. I have a BS/BA from Central Michigan University (CMU) with a major in Finance. When I finished High School, I realized a life long dream of serving as an Infantryman in the US ARMY. After I finished my time in the Army, I went to CMU where I enjoyed playing rugby along with studying Finance.
When I graduated from CMU, I moved to South Bend, IN. Since that time I have pursued my calling as a Financial Planner.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 24, 63, 65
Insurance Licenses
Life insurance: IN, MI, IL, OH, FL, Health/disability insurance: IN, MI, IL, OH, FL, Fixed annuities: IN, MI, IL, OH, FL, Variable annuities: IN, MI, IL, OH, FL
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Financial Consultant (ChFC®)
Broker-Dealer Affiliation
Securities America, Inc.
