Kris Holland - Omni360 Advisors

Kris Holland

Tax & Accounting Client Liaison

ABOUT Kris

Kristen brings a diverse background to her role as Client Liaison for Tax and Accounting at Omni 360 Advisors. Before joining the firm, she spent several years working within a family-owned business that operated multiple entities, including a hair salon and a construction company. She later dedicated time to being a full-time homemaker to her now college-aged children, further strengthening her organizational and multitasking skills.

A BRIEF HISTORY

Since joining the firm, Kristen has become an essential part of the client service experience. In her role as Client Liaison, she supports both the tax and accounting teams, ensuring clients receive attentive, friendly, and efficient service throughout their engagement with Omni. She is known for her warm communication style, reliability, and genuine dedication to assisting clients and colleagues alike.

Outside of work, Kristen enjoys spending time with her family and friends, taking weekend trips to the Jersey Shore, and exploring local destinations. Her greatest source of pride is her children.

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*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 Kris is engaged, or continues to be engaged, to provide investment advisory services.
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<p>The post Health Care: The Hidden Retirement Cost You Can’t Afford to Ignore first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

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<p>The post The Risks of Concentrated Stock: Evaluating Single-Stock Exposure first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

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<p>The post 2026 Social Security Changes: Tax and Benefit Considerations for High-Net-Worth Individuals first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>