Blue Team
Neel Shah, Esq., CEPA, CFP®
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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Valerie Zaffuto
Financial Services Administrator
& Advisor Assistant
Val makes sure the process moves quickly and the communication never stops. From the account opening process, to funds transfers, to making sure that all your questions are answered and your needs are met, Val is the one who gets it done.
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Ron McIntire
Associate Wealth Advisor
Ron McIntire brings his deep financial expertise and commitment to client success as an Associate Wealth Advisor at Omni 360 Advisors. He works closely with individuals and business owners, helping them navigate key financial decisions with clarity and confidence. Ron helps to break down complex investment strategies, tax planning opportunities, and wealth management solutions into actionable insights that align with clients' long-term goals. His analytical approach, combined with a passion for building lasting relationships, makes him a trusted guide in helping clients achieve financial security and growth.
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Nakirah Walker
Staff Accountant
Nakirah Walker brings her sharp accounting expertise and a genuine passion for helping clients navigate their financial challenges. She enjoys speaking with clients, breaking down complex tax and accounting issues into clear, actionable steps—making her a trusted partner for individuals and businesses alike.
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Joanne Kuczynski
Client Liaison
Joanne Kuczynski is a client liaison with the Private Client Group at Omni 360 Advisors. Joanne is experienced in the financial sector, with a deep understanding of wealth management, life insurance and annuity planning.
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Recent Posts
Smart Tax Planning Strategies for a Wealthier Retirement and Legacy
As families transition into retirement or navigate life post-business sale, the tax implications of their decisions become more complex—and more consequential. Smart tax planning is not about loopholes or short-term tricks; it’s about crafting a lifetime strategy to ...
<p>The post Smart Tax Planning Strategies for a Wealthier Retirement and Legacy first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
New Estate Tax Bill Spurs Important Review—But No Need to Panic
A proposed bill to permanently raise the estate‑tax exemption offers planning clarity—but it’s not law yet. Here’s why any major tax change should prompt a ...
<p>The post New Estate Tax Bill Spurs Important Review—But No Need to Panic first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
How Strategic Financial Guidance Turns Market Volatility into Opportunity
Navigate market uncertainty with confidence. Learn how strategic financial advice can transform volatility into long-term growth opportunities. Market fluctuations often stir anxiety, even among experienced investors. For business owners, multigenerational families, and individuals navigating post-liquidity ...
<p>The post How Strategic Financial Guidance Turns Market Volatility into Opportunity first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
