Kathie H. Okun

Passionate and results-oriented, Kathie Okun is president of The Okun Financial Group, a financial and investment* services firm in Hunt Valley, Maryland.

Kathie H. Okun, of the Okun Financial Group, Named First Woman to Earn BlueChip Award from Broker Dealer, Hornor, Townsend & Kent

At the Hornor, Townsend & Kent 2016 annual conference, Kathie H. Okun, CLU, ChFC, LUTCF was awarded the 2015 Blue Chip award. Mrs. Okun is the first woman in the 169-year history of Hornor, Townsend & Kent (HTK) to receive this award. The HTK Blue Chip Award is presented each year to the one individual who best exemplifies the principles of HTK and Penn Mutual. The advisor must be a top sales performer and demonstrate the highest level of integrity in meeting the needs of his or her clients. He or she must possess a strong sense of commitment to their clients and to Penn Mutual and its broker/dealer Hornor, Townsend & Kent. This prestigious, annual award recognizes an HTK advisor for high standards of integrity, ethics and performance in helping clients achieve financial security.

"Our BlueChip award is given to an advisor with a proven track record of excellent customer service and compliant business practices. I've had the pleasure of knowing Kathie for many years and she's always gone the extra mile for her clients. She's also the first female advisor in our company's history to receive this award from Hornor, Townsend & Kent," said Michael Williams, Assistant Vice President, Business Development and Agency Integration, Penn Mutual.

Kathie has been in the financial services industry for thirty years. Her success is attributed to building strong relationships with her clients while presenting effective ideas and strategies in a style that makes it easy for her clients to understand. Throughout her career, Kathie has maintained the highest level of professionalism, integrity and leadership. She is a graduate of the American College of Financial Services, with a CLU (Chartered Life Underwriter) and a ChFC (Chartered Financial Consultant). Mrs. Okun also attended UMBC and holds a Retirement Income Planning Certificate from the Wharton School of the University of Pennsylvania.

Over the course of her career she has received other awards for her outstanding service in her industry.

  • Enterprising Women of the Year award* in 2014
  • Smart CEO, Brava award* winner in 2013

“Winning the BlueChip award was an overwhelmingly emotional experience and completely unexpected. I am still in shock,” said Mrs. Okun, when asked about how she was feeling. “I’m not one to look for or seek out accolades for the work that I do with my clients. All I want is to help my clients take care of their families,” she added.

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