Alumna of the Month

Alumna of the Month

April 2019 Alumna -
Kathie Herbst Okun, ChFC®, CLU®
Okun Financial Group

Kathie Herbst Okun is the President of Okun Financial Group, which is 100% Woman Owned and certified through the Woman Business Enterprise National Council. Her practice focuses on one thing: her clients. Kathie’s passion is to educate her clients to understand and gain control over their finances and invest wisely over their financial lives.

Kathie’s business success follows hard work and living by a mantra of positivity and attributes her accomplishments to the “Power of Gratitude.” Kathie believes in giving more value and service to clients than they expect. At just 14 months old, Kathie’s life changed forever due to the death of her father. Today, she helps her clients plan and be prepared to take what life brings, and to have what they deserve so they can enjoy what they work hard to build.

Kathie attended the University of Maryland Baltimore County, studying Liberal Arts. She also completed coursework through The American College of Financial Services, where she obtained the Chartered Life Underwriter® (CLU®) and Chartered Financial Consultant® (ChFC®) designations. Kathie feels strongly that lifetime learning is the key to her success. In 2012, she graduated from The Wharton School, Aresty Institute of Executive Education, Retirement Income Planning Certificate Program.

In 2016, Kathie was honored with the prestigious BlueChip Advisor of the Year Award through her then Broker-Dealer firm, Horner Townsend and Kent, for whom she advised under for twenty years. In 2014, Kathie was named an Enterprising Women of the Year by Enterprising Women’s Magazine.
Kathie is a member of Women Presidents’ Organization (WPO) and serves on their National Board. She enjoys mentoring other female professionals in her industry, a very rewarding experience in “giving back to her industry” and she does this through WIFS.

Kathie is happily married to her husband, Harvey L. Okun, Esq. who also works at Okun Financial Group. They have a daughter in college, and live in Maryland where they enjoy urban amenities, nearby beaches, and the beautiful countryside.


Registered associates of Okun Financial Group are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Okun Financial Group is not an affiliate of Lincoln Financial Advisors Corp. CRN-2484213-040119

Past Alumni of the Month

March 2019
Jeffrey King, MBA, CFP®, CLU®, AAMS®
Financial Advisor
Fidelis Financial

February 2019
Brooke Zrno Grisham, ChFC®, CLU®, AEP®
Vice President, CEO
The Nautilus Group®

January 2019
Christopher St. John, CFP®, ChFC®, CASL®, CLU®, CDFA, EA, CFE, AEP®, CAP®
Carolina Wealth Advisors

December 2018
Todd Tweet, CLU®, ChFC®, CASL®, RHU®, RICP®, MSFS
Sales Leader
State Farm

November 2018
Anand Nair, MSFS
Wealth Management Advisor
WestPac Wealth Partners

October 2018
Lisa Webster, AIC, ChFC®, CLU®, RICP®, CLF®
Sales Leader
State Farm Insurance and Financial Services

September 2018
Rod Barnes, PhD, CFP®, ChFC®, CLU®, AEP®
Private Wealth Advisor
Ameriprise Financial Services, Inc.

August 2018
Matt Lueder, MSFS, CLU®, ChFC®, CFP®, AEP®, CAP®, CASL®, CLF®, RICP®
Managing Partner
Northwestern Mutual

July 2018
John Thomas, CLU®, ChFC®, CFP®, MSFS
President and CEO
Financial Pathways Group

June 2018
Max Rooney, CFP®, CIMA®, ChFC®, CLU®, RICP®
Wealth Management Advisor
TIAA Individual Advisory Services

May 2018
Regina Bedoya, CLU®, ChFC®, RICP®
RB Financial Advisors

April 2018
Russell DeLibero, PhD, CFP®, ChFC®, CLU®
Director, Ayco Wealth Strategies Group
Goldman Sachs

March 2018
Kelly Kidwell, CLU®, ChFC®, CFP®, LUTCF, CSPG
Chief Executive Officer
Pacific Advisors

February 2018
Michael C. Doolittle, CLU®, CLF®, RICP®
Chief Development Officer
Northwestern Mutual

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