ABOUT Cari

Cari is a team leader at Omni with a specialized focus on the jewelry industry. She is known for her ability to translate complex financial data into meaningful insights, helping clients understand the full story behind their numbers.

When she’s not reviewing financial statements, Cari enjoys spending time with her four children. Together, they love skiing, golfing, and gathering for big family dinners.

A BRIEF HISTORY

Cari earned both her undergraduate degree and MBA from Rutgers University. She began her career in public accounting at PricewaterhouseCoopers, where she performed audit work for a wide range of clients. She then moved into corporate finance at Johnson & Johnson, supporting their Personal and Consumer Care divisions with financial analysis and financial marketing initiatives.

Her passion lies in analyzing financial statements and uncovering the narrative they reveal—an approach she brings to every client engagement.

*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 Cari 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

Five Key Considerations for Aging in Place Safely and Successfully

Aging in place requires more than staying home. Explore five essential areas families should plan for—from safety modifications to care support and financial planning. Aging in place is often associated with independence and familiarity. Yet remaining in the home long-term requires ...

<p>The post Five Key Considerations for Aging in Place Safely and Successfully first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

Lump Sum vs. Pension Payments: How to Evaluate Your Retirement Income Options

Choosing between a lump sum payout and a lifetime pension can be one of the most important retirement decisions. Learn the key factors to evaluate ...

<p>The post Lump Sum vs. Pension Payments: How to Evaluate Your Retirement Income Options first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

How Markets Are Responding to the Iran Conflict — And What Investors Should Keep in Perspective

Recent U.S. strikes on Iran have increased geopolitical tension and market volatility. Here’s how energy, gold, the dollar, and equities are reacting—and why long-term investors ...

<p>The post How Markets Are Responding to the Iran Conflict — And What Investors Should Keep in Perspective first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>