Meet Green Team
Linda Farinola
CFA, CFP®, EA
Partner, Financial Planner & Tax Accountant
Linda is a partner, team leader, and the founder of Omni 360 Wealth, Inc. Since joining the broader Omni organization in 2010, she has brought decades of experience in investment portfolio management, financial and retirement planning, tax strategy, and treasury management. Her approach blends deep technical expertise with a genuine commitment to helping clients build confidence in their financial futures.
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Tatiyana Gordon
Client Liaison
Tatiyana is a dependable, people-focused professional who brings experience in customer service, banking, and administrative support to her role at Omni 360 Advisors. Known for her warm communication style and strong organizational skills, she approaches each client interaction with care, patience, and professionalism. As a dedicated mother, she has honed exceptional multitasking and problem-solving abilities—strengths that support her work in keeping clients informed and their needs addressed with attention and timeliness.
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Saja Yousef
Client Liaison
Saja brings a thoughtful, detail-oriented approach to her work at Omni, supporting clients with clarity, organization, and strong analytical skills. She is known for her ability to break down complex financial information into clear, accessible insights, helping clients feel informed and supported throughout their experience. Her calm communication style and reliability make her a trusted resource across the firm.
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Nakirah Walker
Staff Accountant
Nakirah Walker brings strong accounting expertise and a client-focused approach to her work at Omni 360 Advisors. She is known for her ability to break down complex tax and accounting topics into clear, practical guidance, helping individuals and businesses feel informed and confident in their financial decisions. Her organized, thoughtful communication style allows clients to navigate challenges with clarity and ease.
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Ron McIntire
Associate Wealth Advisor
Ron McIntire brings strong financial expertise and a genuine commitment to client success to his role as an Associate Wealth Advisor at Omni 360 Advisors. He works closely with individuals and business owners, helping them navigate important financial decisions with clarity and confidence. Ron is skilled at breaking down complex investment strategies, tax planning opportunities, and broader wealth management concepts into clear, actionable guidance that aligns with each client’s long-term goals.
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Recent Posts
Five Strategic Ways High-Net-Worth Investors Can Manage Portfolio Capital Gains
Explore five tax-aware strategies investors use to manage portfolio capital gains, including tax-loss harvesting, basis step-up planning, and trust strategies. Five Strategic Ways High-Net-Worth Investors Can Manage Portfolio Capital Gains For many successful investors, managing capital gains taxes becomes increasingly important as portfolios grow and liquidity events ...
<p>The post Five Strategic Ways High-Net-Worth Investors Can Manage Portfolio Capital Gains first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
Should You Be Getting a Tax Refund? What Your Return Might Really Be Telling You
Many people look forward to a tax refund, but is it actually a good financial outcome? Learn what a tax refund means and how to think about withholding and tax planning. Should You Be Getting a Tax Refund? What Your Return Might Really Be Telling You Each spring, millions of Americans eagerly await their tax refund. For many households, ...
<p>The post Should You Be Getting a Tax Refund? What Your Return Might Really Be Telling You first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
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>