100 West Road,
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 a Five Star Wealth Manager by FSP on 1/1/2023 for the time period of 4/18/22-10/21/22. She also paid a fee for a print profile. 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.
The ChFC includes courses such as Estate Planning, Life Insurance, Investments, and Planning for Retirement needs.
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. 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
**The Million Dollar Round Table membership is independently produced by The Premier Association of Financial Professionals®. Members must meet a certain level of premium, commission or income during the year and must also adhere to strict ethical standards. Kathie Okun applied for membership and paid a fee to be a member.