Kathie H. Okun, CLU, ChFC, LUTCF

Kathie H. Okun, CLU, ChFC, LUTCF

Wealth Advisor


Kathie Herbst Okun has been guiding the wealth of entrepreneurs, families and individuals for over three decades. Her practice focuses on one thing, her clients. Kathie's passion is to educate her clients to understand and gain control over their finances and invest wisely over their financial lives.

Kathie's business success follows hard work and living by a mantra of positivity. Kathie attributes her accomplishments to her “Power of Gratitude”. Simply, Kathie believes in giving more value and service to clients than they expect.

Kathie attended the University of Maryland Baltimore County as well as completed advanced diploma programs through The American College, where she studied and obtained the Chartered Life Underwriter and Chartered Financial Consultant certificates. Kathie feels strongly that industry learning and continuous education are keys to her success.  

In 2016 Kathie was awarded the annual Blue Chip Advisor of the Year Award through her, then Broker-Dealer firm, HTK.  In addition, she was named to the ¹Circle of Excellence, Ruby Award, via Women in Financial Services in 2014, 2015 and 2016.  Locally she also won a ²Brava award, 2013, from Smart CEO magazine, which was recognition for business success and community leadership. Kathie was also named ³Five Star Wealth Manager award from Baltimore Magazine in 2014 and 2015. 

Kathie has a challenging schedule, but can always find time for her community. She gives her time and financial support to various non-profit organizations such as Moveable Feast, the Alzheimer's Assoc. of MD, and the Associated Jewish Charities foundation as well as her daughter's school, in addition to many others over the years

Kathie has held many board and committee positions in the community including: National Board Member of Women President's Organization, Committee Chair for the HR Subcommittee for The Associated, and she and her husband were the 2014 Chairs of the Nick Markakis 5K Family Fun Run benefiting the Casey Cares Foundation.

Kathie has a background where both of her parents passed away too young. Kathie had to learn life lessons and planning early in her life. This foundation was the beginning of her ability to set goals and create plans for success. She also uses the experience to help her clients achieve benchmarks as well.

Kathie is happily married to Harvey, an attorney and mediator in private practice, and is a proud mom to Jaclyn as well. She cheers the Baltimore Orioles, Ravens and MD Terps season in and out and loves to attend the home team sports.

¹Qualification for Circle of Excellence is solely based on personal income with various levels awarded to those of different income amounts.

²The BRAVA recognition is annual and based on an independent committee of local business leaders selects winners based on company growth, community impact and mentoring.

³The Five Star Wealth Manager Award is independently produced by Five Star Professional (FSP) and is based on data from financial advisors, regulatory disclosures, and FSP research. Neither the advisors nor their parent firm pay a fee to FSP for the nomination or award.  Working with a Five Star Wealth Manager is no guarantee of investment success.  For more information go to  http://bit.ly/2dVQQFc

Registered associates of Okun Financial Group are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Okun Financial Group is not an affiliate of Lincoln Financial Advisors Corp.

Phone 410-494-6132
Fax 410-494-6131