Okun Financial Group, Inc.

CONNECT

Address:

1300 York Road, Suite 200
Lutherville, MD 21093

Phone:

(410) 494-6130

Fax/Other:

(410) 494-6131

Our Team

 
  • Kathie H. Okun, CLU, ChFC, LUTCF

    President
    Wealth Advisor

  • Stuart F Gray, MBA

    Retirement Plans Specialist
    Wealth Advisor

  • Lisa L. Nelson, ACS

    Practice Manager

  • Harvey Okun, Esq.

    Managing Director

  • Nasser Ali - CFA, CAIA, CFP®, AAMS, CMFC, CRPC®

    Director of Financial Advisory Services

  • Wendy Nelson

    Client Communications Specialist