Our Team

 
  • Kathie H. Okun, ChFC, CLU, LUTCF

    President
    Wealth Advisor

  • Stuart F Gray, MBA

    Retirement Plans Specialist
    Wealth Advisor

  • Harvey L. Okun, J.D.

    Managing Director &
    Client Services

  • Lisa L. Nelson,
    ACS

    Practice
    Manager

  • Shannon J. Walsh, MBA

    Client Communications Specialist

  • Nasser Ali - CFA, CFP®

    Director of Financial Advisory Services

  • Craig Hammer, MSM, CLU®

  • Tom Mitchell

  • Guy Rossi

  • Kevin Swantek, CFP®, CLU®