Okun Financial Group, Inc.



1300 York Road, Suite 200
Lutherville, MD 21093


(410) 494-6130


(410) 494-6131

Our Team

Okun Financial Group (OFG) a risk-based financial services firm, is recognized by their individual and corporate clients for guidance, effective implementation, and superior service. Dedicated to the highest ethical standards, OFG provides comprehensive financial and insurance services.

OFG's team is focused on helping you to secure your financial independence. We value long-term relationships founded on mutual trust and respect and enjoy working with multiple generations of families.

Kathie H. Okun, CLU, ChFC, LUTCF
Investment Advisor Representative of Lincoln Financial Advisors Corp.


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Stuart F Gray MBA
Retirement Plans Specialist


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Lisa L. Nelson, ACS
Practice Manager


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Andrew Goetz, CRPC®, CLTC®
Vice President / Wealth Advisor


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