Our Qualifications

Kathie Herbst Okun has been serving her clients in the areas of financial and estate planning for more than 25 years. Kathie has become a respected member of the industry while building her practice through client based referrals. She lives in the Baltimore County area with her husband and daughter.

Kathie has had a long standing relationship with many clients, and she is also well regarded in the industry by her peers. She has many years of MDRT level standings, (Million Dollar Round Table, an industry achievement level) as well as Chairman’s Counsel level and Royal Blue status levels with the star companies that she represents. She is a member of the Society of Financial Service Professionals and the Women’s President’s Organization. Kathie was named Enterprising Woman of the Year in 2014, she was listed as a FIVE STAR WEALTH MANAGER* in Baltimore Magazine in 2013 and 2014. Kathie is also a board member of the Enterprising Women’s Magazine.


Kathie has completed courses through The American College. Since 1927, The American College strives to provide financial professionals with the skills they need in order enhance their business performance. The college is accredited by the The Middle States Commission on Higher Education. The college champions those who seek higher levels of learning in financial services, banking, securities, and insurance.

Chartered Life Underwriter, CLU

The CLU Curriculum includes courses such as Individual Life Insurance, Investments, and Planning for Retirement Needs.

LUTCF, Life Underwriter Training Council Fellow

The LUTCF curriculum includes courses such as Leadership in a Changing World, Leading in the Office Environment, and Creative Problem-Solving & Strategic Planning. Continuing education requirements include testing every two-years regarding ethics.




*The 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 FSPl for the nomination or award.  Working with a Five Star Wealth Manager is no guarantee of investment success.  For more information go to:  www.fivestarprofessional.com