Linda is a partner, team leader, and the founder of Omni 360 Wealth, Inc. Since joining the broader Omni organization in 2010, she has brought decades of experience in investment portfolio management, financial and retirement planning, tax strategy, and treasury management. Her approach blends deep technical expertise with a genuine commitment to helping clients build confidence in their financial futures.

Linda brings a wide range of professional experience to her role as a Client Liaison for Tax and Accounting at Omni 360 Advisors. Her background includes work as a licensed real estate agent, receptionist, and various administrative roles, giving her a strong foundation in client service, organization, and communication. Her most meaningful accomplishment has been raising her two now-grown children. She currently resides in Bucks County, Pennsylvania.

Kelly holds a Bachelor of Science in Accounting from Villanova University and is a member in good standing with both the Pennsylvania Society of Certified Public Accountants and the American Institute of Certified Public Accountants. She brings strong technical expertise, professionalism, and a thoughtful approach to her work, offering clients dependable guidance rooted in decades of experience.

Heidi brings expertise in both individual and small business taxation, supported by her strong analytical skills and her willingness to take on a wide range of challenges. As a QuickBooks ProAdvisor with a Master’s degree in Accounting, she combines technical knowledge with practical experience to deliver accurate and thoughtful guidance to clients.

Krupa brings a strong technical background and a thoughtful, detail-driven approach to her work at Omni. She is known for her ability to simplify complex financial and tax matters, providing clients with clear, accurate guidance rooted in extensive global experience. Her professionalism, reliability, and calm problem-solving style make her a trusted resource for both clients and colleagues.

Yan is an Enrolled Agent with an MBA in Accounting from the New York Institute of Technology. She supports clients with a wide range of accounting, business tax, and individual tax services, bringing strong technical knowledge and a meticulous, detail-driven approach to her work. Yan is known for her reliability, thoughtful problem-solving, and commitment to helping clients navigate their financial and tax responsibilities with confidence.

Judy brings a detail-oriented, thoughtful approach to her work at Omni, supporting clients across a wide range of accounting and tax needs. She plays an active role in preparing financial reports, assisting with business and individual tax filings, and supporting day-to-day accounting processes. Known for her accuracy, reliability, and steady communication style, Judy helps ensure clients receive clear, timely, and well-organized financial information.