Kathie H. Okun, CLU, LUTCF is the President and Founder of The Okun Group, a financial services firm in Hunt Valley, Maryland. Kathie has been a respected member of the insurance and financial services community for 24 years. She specializes in personalized retirement and estate planning in addition to employee benefit planning. Kathie has a strong commitment to her clients and has built her practice through client-based referrals.
Kathie attended UMBC and holds a CLU diploma from the American College. Kathie is an Investment Advisor Representative of HTK and enjoys helping her clients and their families and friends enjoy financial success. She works with accountants and attorneys to educate business owners and individuals to understand the importance of a carefully crafted and thought-out Estate Plan. Small Business 401(k) and Employee benefit and Retirement plans are her specialty. Her advice, instant rapport with employees and business owners, as well as her vast knowledge of the market place make her a sought after partner in her field.
Kathie lives in Pikesville, Maryland with her daughter and husband, Harvey, who is an Attorney and certified mediator. Two of the the three adult children in their blended family have already provided them with the joy of having grandchildren. Kathie is very active in her community and participates on many boards as volunteer advisor to human resource and financial resource type committees. She is also active in the industry and is a member of the National Association of Insurance and Financial Advisors and the Society of Financial Service Professionals.