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.

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.

Eva supports clients throughout their estate planning experience with an organized, thoughtful, and reassuring approach. She manages document-execution logistics—coordinating in-person signings, scheduling notaries and witnesses, and ensuring all legal formalities are handled accurately and efficiently. Known for her clear communication and attention to detail, Eva brings structure and warmth to every client interaction.

Rishi Desai brings extensive experience and a client-centered approach to the Omni 360 Advisors team. He is dedicated to helping business owners navigate the complexities of estate and business planning, with a particular focus on dentists and other professionals who require tailored strategies for both their personal and practice needs.