Meet Blue Team
Neel Shah
Esq., CEPA, CFP®
CO-CEO, Partner, Attorney & Financial Advisor
For the past 25 years, Neel Shah Esq, CEPA, CFP® has been dedicated to helping clients navigate all aspects of wealth, estate, and tax planning. His mission is to protect and grow his clients’ wealth through strategic and personalized legal, tax & financial solutions. Neel oversees both the lifetime & the legacy financial well-being of individuals, families, and businesses. In addition to his role as a wealth advisor, he is a seasoned attorney specializing in estate planning, business law, and tax law, bringing a comprehensive approach to wealth preservation and legal strategy.
Visit my page
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.
Visit my page
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.
Visit my page
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.
Visit my page
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.
Visit my pageSchedule 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
Navigating the Step-Up in Basis: Core Rules, Critical Exceptions, and Strategic Benefits for Families and Business Owners
For many families, business owners, and high-net-worth individuals, one of the most valuable—but often misunderstood—tax concepts in estate planning is the step-up in basis. While discussions ...
<p>The post Navigating the Step-Up in Basis: Core Rules, Critical Exceptions, and Strategic Benefits for Families and Business Owners first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
New State Retirement Plan Requirements for Small Businesses in New Jersey and New York
Small businesses in New Jersey and New York may face new retirement plan compliance requirements in 2026. Learn who is affected, key deadlines, and important ...
<p>The post New State Retirement Plan Requirements for Small Businesses in New Jersey and New York first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
Understanding the K-Shaped Economy: Why Portfolio Diversification Matters More Than Ever
Learn what a K-shaped economy means, how it affects investors and business owners, and why maintaining a diversified portfolio may help navigate an increasingly uneven ...
<p>The post Understanding the K-Shaped Economy: Why Portfolio Diversification Matters More Than Ever first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>