Meet 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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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
Selling a Business? The Financial Planning Should Start Long Before the Sale
Selling a business is more than a transaction. Learn why business owners should plan early for valuation, taxes, succession, estate planning, investment of sale proceeds, and life after the exit. For many entrepreneurs, selling a business represents the culmination of years—or decades—of hard work. But the financial impact of a sale can extend ...
<p>The post Selling a Business? The Financial Planning Should Start Long Before the Sale first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
You’ve Built Significant Wealth. What Should Your Financial “Second Act” Look Like?
Explore how affluent pre-retirees and retirees can approach the next chapter of wealth with greater intention—balancing lifestyle, family support, philanthropy, legacy, succession planning, and long-term financial independence. For many ...
<p>The post You’ve Built Significant Wealth. What Should Your Financial “Second Act” Look Like? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
Your CPA, Financial Advisor, and Estate Attorney Should Be Talking—Here’s Why
Tax, investment, and estate planning decisions often overlap. Learn why coordination among your CPA, financial advisor, and estate attorney can help create a more cohesive financial and legacy strategy. For business owners, high-net-worth families, and individuals navigating a major financial transition, important decisions rarely fit ...
<p>The post Your CPA, Financial Advisor, and Estate Attorney Should Be Talking—Here’s Why first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>