Jennifer Vivier - Omni360 Advisors

Jennifer Vivier

Tax & Accounting Client Liaison

ABOUT Jennifer

Jennifer brings more than two decades of professional administrative experience to her role as Client Liaison for Tax and Accounting at Omni 360 Advisors. Before joining Omni, she spent 23 years with a large educational organization, where she supported senior executives and served as a meeting planner, honing her strengths in communication, organization, and client service.

A BRIEF HISTORY

As a Client Liaison, Jennifer plays an essential role in supporting the tax and accounting teams and assisting clients throughout their engagement with the firm. She ensures that every client receives timely, knowledgeable, and friendly service. Her attention to detail, ability to anticipate needs, and commitment to a positive client experience make her a valued member of the Omni team.

Outside of work, Jennifer enjoys spending time with her husband, their four children, close friends, and her two dogs. She loves traveling, visiting the Jersey Shore, cooking, golfing, and reading.

*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 Jennifer 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>