Eva Reynolds - Omni360 Advisors

Eva Reynolds

Client Liaison & Legal Assistant

ABOUT Eva

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.

When clients or team members need clarity or updates, Eva is often the first point of contact. Her responsiveness and professionalism help uphold Omni’s standards of intentional communication, timeliness, and exceptional client care.

A BRIEF HISTORY

Eva serves as a dedicated liaison for clients during the estate planning process. She oversees scheduling, legal file management, and coordination across multiple stages of each matter, ensuring clients feel supported and informed from start to finish.

Whether organizing meetings, preparing case-status updates, or maintaining accurate legal documentation, Eva keeps both clients and the internal team aligned. Her role is essential in onboarding new clients and ensuring each engagement proceeds smoothly and confidently.

*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Eva is engaged, or continues to be engaged, to provide investment advisory services.

Schedule your free Exploratory phone call

Click here to see how we
can be of assistance.

Payment Portal
for Tax and Accounting invoice

This link offers a secure, quick way to complete your payment with Omni360 Advisors LLC.

Our Social Media

Connect with us on Social Media using the following buttons:

Visit our Podcasts

Listen in, Join the Conversation!

Recent Posts

Succession Planning Checklist for Business Owners and Families

Discover a practical succession planning checklist designed to help business owners and families prepare for leadership transitions, preserve legacy goals, and support long-term continuity. For many business owners and families, succession planning is one of the most important — and often most delayed — aspects of long-term planning. ...

<p>The post Succession Planning Checklist for Business Owners and Families first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

Irrevocable Life Insurance Trusts: A Strategic Tool for Legacy and Estate Planning

Learn how irrevocable life insurance trusts (ILITs) can help families manage estate planning goals, provide liquidity, and support multigenerational wealth transfer strategies. For families focused on preserving wealth across generations, estate planning often involves more than drafting a will or updating ...

<p>The post Irrevocable Life Insurance Trusts: A Strategic Tool for Legacy and Estate Planning first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

The Hidden Cost of a Disjointed Financial Portfolio

Many families and business owners unknowingly create financial inefficiencies by spreading investments and insurance across multiple advisors and institutions. Learn why coordinated financial oversight matters. Successful business owners and high-net-worth families often accumulate financial accounts over time. A retirement account here. A brokerage relationship there. ...

<p>The post The Hidden Cost of a Disjointed Financial Portfolio first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>