ABOUT Judy

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.

Outside of work, Judy enjoys spending time with family and exploring new hobbies that keep her learning and engaged.

A BRIEF HISTORY

Judy joined the firm in 2021 and holds a Bachelor’s Degree in Accounting from Thomas Edison State University in New Jersey. Her growing experience in accounting, financial reporting, and taxation makes her a valuable contributor to Omni’s client service and support teams.

*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 Judy is engaged, or continues to be engaged, to provide investment advisory services.

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

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<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>

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