Kathie was listed in Maryland's Top 100 Women by The Daily Record
on March 1, 2024, for the time period between May 2023 and May 2024.
The Daily Record Announces 2024 Maryland's Top 100 Women
Baltimore, Md., March 1, 2024 — The Daily Record has named KATHIE H. OKUN, PRESIDENT | WEALTH ADVISOR, OKUN FINANCIAL GROUP to its 2024 listing of Maryland’s Top 100 Women.
Maryland’s Top 100 Women was founded in 1996 to recognize outstanding achievements by women demonstrated through professional accomplishments, community leadership and mentoring. More than 1,500 women have been presented with the honor over the years.
Nominees were asked to complete an application outlining their educational and career history, professional and community involvement, corporate and nonprofit board memberships and mentoring experience. They were encouraged to submit letters of recommendation from those who are familiar with their accomplishments professionally, in the community and through mentoring.
A panel of business professionals, previous Maryland’s Top 100 Women honorees from throughout the state and a representative of The Daily Record reviewed the final applications and selected this year’s honorees.
Maryland’s Top 100 is independently produced by The Daily Record and Women recognized high achieving MD women who are making an impact through their leadership, community service and mentoring. To be awarded, you must complete an application with their educational and career history, professional and community involvement, corporate and nonprofit board memberships and mentoring experience. Winners are selected by past Top 100 Women and business leaders. Kathie Okun was nominated for this award. No fee was paid for the nomination, selection or receipt.
Kathie Okun Top 20 in 2020 Award Winner Enterprising Women Magazine
ENTERPRISING WOMEN “TOP 20 IN 2020” AWARD WINNERS
Kathie was named to the Top 20 in 2020 by Enterprising Women Magazine on January 27, 2020.
Twenty previous Enterprising Women of the Year Award Winners recognized for business growth, legacy,
and give-back during the magazine’s 20th anniversary
Monica Smiley, publisher and CEO of Enterprising Women magazine, has announced the winners of a special recognition in honor of the 20th anniversary of Enterprising Women magazine. Twenty previous winners of the Enterprising Women of the Year Award are being recognized for substantial business growth since the year they won the Enterprising Women of the Year Award, as well as the remarkable legacy they have built for themselves and their companies, and their engagement and support of the Enterprising Women community.
Honorees will be recognized at the 18th Annual Enterprising Women of the Year Awards Celebration & Conference, to be held from Sunday, October 18 to Tuesday, October 20 at the Wyndham Grand in Clearwater Beach, Florida.
“All of these honorees have at least doubled the size of their companies since they were first recognized by Enterprising Women, and many have experienced explosive growth. Each woman stands out for her leadership and give-back, and many have also been leaders within our Enterprising Women community in freely sharing their best practices and expertise through the pages of Enterprising Women magazine or in supporting our sister non-profit, the Enterprising Women Foundation’s Young Enterprising Women Mentoring Forum Program with a leadership role,” according to Smiley.
The Top 20 in 2020 is independently produced by Enterprising Women magazine and recognizes winners for business growth, legacy, and give-back during the magazine’s 20th anniversary. Twenty previous winners of the award are recognized for substantial business growth since the year they won the Enterprising Women of the Year Award, as well as the remarkable legacy they have built for themselves and their companies, and their engagement and support of the Enterprising Women community. The award is independently granted and can only be won once. Membership in an organization was not required and no fee was paid for the nomination, selection, receipt or promotion of this award.
WIFS: Circle of Excellence Award, 2022
Kathie was awarded the Circle of Excellence Sapphire Award by Women in Insurance and Financial Services (WIFS) in October 2022. She has previously received the Ruby award for 2014-2021. In 2022, she received the Sapphire Award level. This award demonstrates the achievement of significant income levels in both the financial and insurance services industry based upon production levels in the previous year. This is the sixth consecutive year that Kathie has received this award.
Circle of Excellence Ruby Award 2014 – 2021. Presented by Women in Insurance & Financial Services (WIFS). This award demonstrates the achievement of significant income levels in both the financial and insurance services industry based upon production levels in the previous year. This is the sixth consecutive year that Kathie has received this award. Kathie has received this award annually since 2014. Kathie Okun applied for membership and a fee of $260 was paid to be a member.
Women in Insurance & Financial Services (WIFS) is a professional 501(c)6 organization which attracts women in the financial services and insurance industry. WIFS develops businesswomen further by sharing resources, support, and tools to thrive in the workplace. Collaborative networks, mentorships, and constructive feedback build the foundation for the dynamic organization.
WIFS Circle of Excellence is a voluntary recognition program for members who achieve significant income levels in the insurance and financial services industry. This prestigious recognition is based on annual production for the previous year. Kathie applied for the award. Neither the advisor nor their parent firm pay a fee to WIFS for the nomination or receipt of the award. A fee of $260 was paid for the recognition and a commemorative glass award. There were no fees to promote this award which was independently granted. The award was independently granted and membership in an organization was not required. Working with a WIFS Circle of Excellence award recipient is no guarantee of investment success.
Five Star Wealth Manager Award 2019, 2022, and 2023
Kathie paid a fee for a print profile in Baltimore Magazine. Kathie was named a Five Star Wealth Manager by FSP on 1/1/2023 for the time period of 4/18/22-10/21/22.
Baltimore Magazine has named Kathie a Five Star Wealth Manager for the fifth year. Kathie also received this accolade in 2014 and 2015.
To receive the Five Star Wealth Manager award, a wealth manager must satisfy 10 objective eligibility and evaluation criteria that are associated with wealth mangers who provide quality services to their clients. Factors taken into account include assets under management and client retention rate. Candidates also undergo a thorough regulatory and complaint review.
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. We were independently nominated for the award. Neither the advisors nor their parent firm pay a fee to FSP for the nomination or receipt of the award. A fee of $2800 was paid for a print profile in Baltimore Magazine. The award was independently granted and membership in an organization was not required Working with a Five Star Wealth Manager is no guarantee of investment success. For more information please visit https://fivestarprofessional.com/ref/research/WM_ResearchMethodology.pdf
Kathie is a member of the Women's Presidents' Organization, Baltimore Chapter II
WPO is a collaborative network of women business leaders that seek to support and advise each other. A non-profit membership organization, members participate in specialized advisory groups in order to promote exceptional businesses. Baltimore Chapter II meets monthly and emphasizes in local opportunities for women and business leaders alike.
Kathie Okun Appointed to Board of Directors Women's President
Organiztion WPO National
Kathie Herbst Okun Appointed to Board of Directors for WPO Organization
Kathie Herbst Okun, Founder and President of Okun Financial Group, has been appointed to the Board of Directors for The Women's President Organization (WPO).
WPO is a premier membership organization for women presidents, CEOs, and managing directors of privately held multimillion-dollar companies and nonprofit organizations. Through global, confidential, and collaborative peer-learning groups, the WPO accelerates business growth, enhances competitiveness, and promotes economic security. It is the ultimate destination for successful women entrepreneurs. WPO has over 120 chapters around the world learn more and find a chapter near you here.
Kathie has been a proud and active member of the WPO Baltimore Chapter since 2013. Kathie has served on membership, the WPO annual conference and annual leadership retreats over the years. Kathie was very instrumental in leading the mission to bring the WPO Global Conference to her home town of Baltimore in April, 2016.
The mission and purpose of the WPO is to improve business conditions for women entrepreneurs and to promote the acceptance and advancement of women entrepreneurs in all industries. Kathie has a core focus in her financial advisory business for women in business. Encouraging, educating and guiding women as successful stewards of their money, finances, insurance and investments.
Marsha Firestone, President of WPO announced the 5 new board members. Over 30 applications were received and the field is competitive. Kathie said in a statement “It is an honor to be selected among such incredible women, some of which are my peers, to sit on the board of WPO”. Please meet the new board members here.
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