ABOUT Linda

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.

A proud graduate of Penn State and Rutgers University, Linda balances her professional life with a love of gardening, exercise, sports, and cooking. She and her husband especially enjoy growing and preparing meals, sharing them with family and friends—often accompanied by a well-chosen glass of wine.

A BRIEF HISTORY

Linda founded Omni 360 Wealth, Inc. (formerly PFG-FP and Sound Financial Solutions, Inc.) in 1996 with a clear philosophy: everyone deserves access to independent, expert financial advice—regardless of income or net worth. She brings Wall Street knowledge and market insight to Main Street clients, drawing on decades of national and international financial services experience.

Her dedication to lifelong learning and her ability to listen objectively allow her to deliver thoughtful, informed guidance to clients seeking clarity and direction in an increasingly complex financial landscape.

Linda holds a B.S. in Accounting from The Pennsylvania State University and an MBA with a concentration in Finance from Rutgers University. She remains active in both her local and professional communities and lives in Middletown, Delaware with her husband.

*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 Linda 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

When Your Financial Life Becomes Too Complicated for a Collection of Separate Advisors

As wealth grows more complex, separate advisors can create gaps between business ownership, real estate, trusts, investments, taxes, retirement plans, and family goals. Learn why coordinated planning matters. For many ...

<p>The post When Your Financial Life Becomes Too Complicated for a Collection of Separate Advisors first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

Estate Planning Isn’t Just About Who Gets Your Money

Estate planning goes beyond distributing assets. Learn how healthcare directives, powers of attorney, guardianship, trusts, beneficiary designations, incapacity planning, and family communication can help create a more complete ...

<p>The post Estate Planning Isn’t Just About Who Gets Your Money first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

How Much Cash Should a High-Net-Worth Family Actually Keep?

How much cash should a high-net-worth family keep on hand? Explore how emergency reserves, taxes, major purchases, business needs, and investment opportunities can shape a thoughtful liquidity strategy. For many high-net-worth families, the question is not whether they have enough cash. ...

<p>The post How Much Cash Should a High-Net-Worth Family Actually Keep? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>