Our Team

Kathie H. Okun, ChFC, CLU, LUTCF

President, Wealth Advisor

(410) 494-6130

(410) 494-6131

KOkun@OkunFinancialGroup.com

Harvey L. Okun, J.D.*

Managing Director & Client Services

(410) 494-6134

(410) 494-6131

hokun@okunfinancialgroup.com

Lisa L. Nelson, ACS

Practice Manager

(410) 494-6124

(410) 494-6125

Lnelson@okunfinancialgroup.com

Emrich Stellar

Wealth Advisor

610-997-0290

610-997-0292

emrich.stellar@lfg.com

Craig Hammer, MSM, CLU®

(410) 494-6130

(410) 494-6131

Tom Mitchell

(410) 494-6130

(410) 494-6131

Guy Rossi

(410) 494-6130

(410) 494-6131

Kevin Swantek, CFP®, CLU®

(410) 494-6130

(410) 494-6131

Christina Cicon

Wealth Management Planner Assistant

410-494-6130

410-494-6131

ccicon@OkunFinancialGroup.com

Mary (Terry) Leone

Client Relations

410-494-6130

410-494-6131

tleone@OkunFinancialGroup.com

Roberto Molina , MBA

Wealth Manager and Financial Planner

410-494-6130

410-494-6131

roberto.molina@lfg.com