Okun Financial Group Principal Kathie Okun is a hard working Mom, wife, and community member. She leads a team of experts who are fiduciary advisors and are committed to always work in the best interest of their clients. To learn more about the OKUN approach and services offered click here.
Elaine Shanley of Finance Forward joined the firm (formerly Young & Company) in 1998 and became Partner in 2003. She is proficient in all areas of wealth management and is licensed for life, health, disability, and long term care insurance. She is a Certified Financial Planner® practitioner, holds the Accredited Investment Fiduciary® (AIF®) designation for retirement plans as well as the Certified Divorce Financial Analyst® (CDFA®) designation, and is recognized as a Woman’s Choice Award recipient for 2014-2021. To learn more visit their website by clicking here.