Broker Check
Kathie H. Okun, ChFC, CLU, LUTCF

Kathie H. Okun, ChFC, CLU, LUTCF

President, Wealth Advisor 

Kathie Herbst Okun guides the financial lives of families, individuals, and business owners. Her firm focuses on one thing—the client! Kathie’s passion is to educate wealth management clients to control their finances and to invest wisely. “Planning for tomorrow, today” is top of mind in her practice and securing the financial futures of the client is paramount.

Kathie attributes her business success to her mantra of positivity and the “Power of Gratitude”. She believes in giving clients more value than they expect. Kathie once had a rough road when her life changed forever due to the death of her father when she was only 14 months old. She and her brother were faced with navigating many challenges. Today she helps clients plan and prepare for joys and setbacks, and for whatever life brings, while helping them find ways to enjoy what they work so hard to build.

Kathie attended the University of Maryland, Baltimore County. She went on to study through The American College of Financial Services, where she earned the Chartered Financial Consultant diploma, and the Chartered Life Underwriter designation, and the Life Underwriter’s Training Counsel Fellowship. Kathie feels strongly that lifetime learning is key to any success in life. In 2012, she graduated from The Wharton School’s Aresty Institute of Executive Education Retirement Income Planning Program, at the University of Pennsylvania. Kathie also holds Series 7, 65,63, 6 & Life & Health Licenses.

Kathie is President of Lakeside Financial Group dba/ Okun Financial Group, (OFG). Kathie feels honored to serve her clients and has added a team over the years inside her organization to support and service the needs which arise from clients regarding their investment, estate, and financial independence planning. The entire OFG Team practices Osaic FAs “Serve First, Last and Always” (SM-Stuart Smith)” philosophy.

Throughout her career and today, Kathie is known for her work in retirement and investment planning. She is well versed in the 401K, 403B and Individual Retirement savings plans. Kathie works with business owners, the companies, their employees, key persons, and their executives to satisfy the need for proper planning.

Kathie and her team help to effectuate smart investing and stress the importance of saving enough. She and her team at OFG are versed in the areas of portfolio design, employee education programs, and of course, assisting with investment selections. One of Kathie’s sayings: “Savings is a Lifetime Event.”

Due to Kathie’s background, she also emphasizes the need for a well thought-out and executed estate plan. All pieces of the plan, investment, financial, and business plans as well as one’s estate plan must work together. Kathie and her team excel at this task of coordinating the pieces, which is essential.

Kathie volunteers on the Memory Ball committee for the Alzheimer’s Association of Maryland. Additionally, Kathie spends time on committees for the Associated Jewish Charities. She also enjoys giving back to smaller, local charities like Blink of an Eye, supporting SCI (Spinal Cord Injured) families, and the H.O.P.E. Foundation, supporting orphans, and less advantaged citizens in the city of Baltimore. These organizations are all near and dear to Kathie’s heart.

Kathie is married, and she and Harvey Okun have a daughter in graduate-school in Boston, who studies the Doctoral program of Occupational Therapy at MGH Institute. Kathie lives in Pikesville, Maryland where she and her family enjoy urban amenities, nearby beaches, and the beautiful countryside. She and Harvey are HUGE Baseball fans. Let’s go O’s!