She'd Moments Speaker Kathie Okun

Kathie Herbst Okun is the President of Lakeside Financial Group dba Okun Financial Group (OFG), where she leads with a client-first philosophy rooted in education, empowerment, and personalized financial planning. For over two decades, Kathie has guided individuals, families, and business owners through the complexities of wealth management, helping them plan for tomorrow, today. Her mission is clear: to help clients gain control over their financial lives, invest wisely, and prepare for life’s expected—and unexpected—turns.