ABOUT Phillip

Phillip is a CPA licensed in the state of New Jersey and a valued team leader at Omni. With a background in public accounting, he brings extensive experience in tax, auditing, and advisory services. He works closely with franchise owners and small business clients, helping them navigate financial decisions, improve operational efficiency, and stay compliant in a constantly changing regulatory landscape.

Phillip is known for his collaborative approach, mentorship, and commitment to delivering high-quality service to both clients and colleagues.

Outside of work, he enjoys spending time with family and friends.

A BRIEF HISTORY

Phillip earned both his undergraduate and Master’s degrees in Accounting from Rutgers University in New Brunswick. Before joining Omni in 2017, he worked with several accounting firms, gaining broad exposure to diverse industries and client needs. Since joining Omni, he has continued to grow professionally, ultimately advancing into his current leadership role.

*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 Phillip is engaged, or continues to be engaged, to provide investment advisory services.

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<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>

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

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<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>