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

Sarah A. Rosenthal

Wealth Planner Assistant

(410) 494-6122

(410) 494-6125

srosenthal@okunfinancialgroup.com

Alison Gibson

Assistant Practice Management

410-494-6130

agibson@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