Jim Colitsas, CPA

Partner & 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.

TOM COLITSAS

Founding Partner & Accounting Advisor

Tom has over 45 years of business experience. But, at the core of it all, Tom is a businessman and an entrepreneur. Tom services clients in a variety of industries but is a true expert in the areas of franchises and corporate workouts. In fact, he is often called upon as a resource by other professionals, both inside and outside the firm, in these areas.

Joyce Morrison

Partner & Lead Accountant

Joyce joined our firm in 1999 handling the records for our restaurants. Shortly afterwards her client base expanded to include various industries including real estate and general contracting, and franchises. In 2014 she became a partner in the firm overseeing the franchise department along with other various clients.

Jennifer Vivier

Receptionist & Adminsitrative Support

Jennifer joined Omni 360 Advisors in July 2024 as our Administrative Assistant for our customer service department. Jennifer has many roles at the firm including supporting the team for admin work and assisting to provide a knowledgeable, friendly, and positive service for all OMNI 360 Advisors’ clients.

Phillip Mosca, CPA

Senior Accountant

With the work he has done in public accounting, he has gained valuable experience in multiple areas such as tax and auditing. Phillip works with a lot of franchise and small business owners. He is a CPA licensed by the state of NJ.

Kyle Argent

Staff Accountant

Kurt Liverpool

Staff Accountant

CAROL COLLINS

Franchise Support & Bookkeeping Support

Carol joined the PFG team in 2021 as a supporting clerk. At PFG, she compiles monthly reconciliations for multiple clients and submits franchise reports under supervision of senior team members. Carol also processes monthly sales tax and computes rent vouchers, among other various tasks reporting directly to partners and associates. Prior to 2021 she has enjoyed multiple career endeavors including owner of a small business, oilfield expeditor, substitute teacher, and corporate travel agent.

Siobhan Kinealy, Esq

Trusts & Estate Planning Attorney

Siobhan Kinealy is a highly skilled attorney specializing in Trusts and Estates law. Born in Ireland and growing up in Liverpool, Siobhan has a career that has spanned both sides of the Atlantic and across corporate sectors. She has a BA History (UK), an LLB Law (UK) and a JD from Rutgers- Newark. She is an active member of the Irish American Community and was awarded the Irish Echo 40 Under 40 in 2022 in recognition for her professional and personal achievements. In 2023, Siobhan joined the prestigious list of Super Lawyers Rising Stars.

BRYAN KATZ CFP®, CHFC®, CLU®, CASL®, RICP®

Senior Financial Advisor

As a CERTIFIED FINANCIAL PLANNER™ Bryan specializes in retirement planning, investment management and insurance planning. He utilizes a comprehensive planning approach working closely with his clients in designing a financial plan individualized to their specific goals while leveraging his Wall Street experience in helping them accumulate wealth. Bryan sits on the Board of the Ronald McDonald House.

Neel Shah, Esq., CEPA, CFP®

Partner, Attorney & Financial Advisor

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.