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.

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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

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>