Meet Yellow Team
Bryan Katz
CFP®, CHFC®, CLU®, CASL®, RICP®
Senior Financial Advisor
Bryan is a team leader at Omni 360 Advisors LLC and a dedicated CERTIFIED FINANCIAL PLANNER™ with a passion for helping individuals, families, and small business owners make confident financial decisions. Whether you’re preparing for retirement, building generational wealth, or protecting what matters most, Bryan provides guidance that brings clarity, confidence, and long-term direction.
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Jim Colitsas
CPA
Partner, Financial Planner & Tax Accountant
As an active member of his community Jim as enjoyed working with a variety of charities over the years and is currently on the board for Trinity Counseling Services, Project Freedom and Diversity Discovered. When he is not working, Jim enjoys spending time with his wife, Maya, and their two kids, Tommy and Bella and their dog Spike. He is a proud alumnus of Rutgers University, where he received both his undergraduate degree and his MBA, and, most importantly, met his wife.
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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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Jill Katz
Financial Advisory Client Service
Jill is the Client Liaison supporting Bryan Katz, where she plays a key role in investment client services and insurance coordination. She assists clients throughout every stage of the process—from preparing and managing applications to navigating underwriting and ensuring smooth post-approval follow-through. Jill is known for her warm communication style, steady attention to detail, and commitment to creating a positive, seamless experience for every client she supports. Outside of work, Jill is a proud mom to two daughters who are off pursuing their dreams. Her favorite way to unwind is by traveling—especially when it means visiting them.
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Loveprit Rambhajan
Staff Accountant
Loveprit brings a strong technical background and a thoughtful, client-focused approach to her work at Omni 360. She supports the firm with experience in individual and business taxation, as well as valuable knowledge in human resources. Known for her attention to detail and steady, organized work style, she approaches each engagement with care and a genuine commitment to helping clients feel informed and supported.
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Recent Posts
Your Tax Return Is a Roadmap: What to Review Before Year-End
Your completed tax return can reveal planning opportunities before year-end. Review investment gains, business income, retirement contributions, and estimated tax payments with your tax and ...
<p>The post Your Tax Return Is a Roadmap: What to Review Before Year-End first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
Business Owners: Five Financial Conversations to Have Before December
Before year-end, business owners should review profit projections, cash reserves, major purchases, retirement plan funding, and personal financial goals with their advisory team. The start ...
<p>The post Business Owners: Five Financial Conversations to Have Before December first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
Before You Make a Year-End Financial Move, Ask How It Affects the Rest of Your Financial Picture
Before making year-end tax, investment, retirement, business, or charitable decisions, consider how each move affects your broader financial picture. Year-end financial planning often starts with ...
<p>The post Before You Make a Year-End Financial Move, Ask How It Affects the Rest of Your Financial Picture first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>