ABOUT Phillip

Phillip is a CPA licensed in the state of New Jersey and a valued team leader at Omni. With a background in public accounting, he brings extensive experience in tax, auditing, and advisory services. He works closely with franchise owners and small business clients, helping them navigate financial decisions, improve operational efficiency, and stay compliant in a constantly changing regulatory landscape.

Phillip is known for his collaborative approach, mentorship, and commitment to delivering high-quality service to both clients and colleagues.

Outside of work, he enjoys spending time with family and friends.

A BRIEF HISTORY

Phillip earned both his undergraduate and Master’s degrees in Accounting from Rutgers University in New Brunswick. Before joining Omni in 2017, he worked with several accounting firms, gaining broad exposure to diverse industries and client needs. Since joining Omni, he has continued to grow professionally, ultimately advancing into his current leadership role.

*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Phillip is engaged, or continues to be engaged, to provide investment advisory services.
Schedule your free Exploratory phone call

Click here to see how we
can be of assistance.

Payment Portal
for Tax and Accounting invoice

This link offers a secure, quick way to complete your payment with Omni360 Advisors LLC.

Our Social Media

Connect with us on Social Media using the following buttons:

Visit our Podcasts

Listen in, Join the Conversation!

Recent Posts

Should Your Retirement Plan Change in Today’s Economic Environment?

Explore whether current economic conditions should influence your retirement plan and learn practical strategies to stay aligned with your long-term goals. Market headlines can feel ...

<p>The post Should Your Retirement Plan Change in Today’s Economic Environment? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

Understanding Today’s Market Environment: Key Insights for Business Owners and Families

Today’s market environment is shaped by a mix of economic resilience, policy uncertainty, and evolving investor expectations. For business owners, families, and individuals managing significant ...

<p>The post Understanding Today’s Market Environment: Key Insights for Business Owners and Families first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

Why Long-Term Planning Matters More Than Ever for Business Owners and Families

In today’s increasingly complex financial landscape, long-term planning has become essential—not optional. Business owners, executives, and multigenerational families face a wide range of challenges, from ...

<p>The post Why Long-Term Planning Matters More Than Ever for Business Owners and Families first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>