Our Team

Jim Colitsas, CPA

Leadership Team
Partner & Accountant
Learn More About
Jim

Neel Shah, Esq., CEPA, CFP®

Leadership Team
Partner, Attorney & Financial Advisor
Learn More About
Neel

Linda Farinola, CFA, CFP®, EA

Leadership Team
Partner, Financial Planner & Tax Accountant
Learn More About
Linda

Tom Colitsas

Founding Partner & Accounting Advisor
Learn More About
Tom

Joyce Morrison

Partner & Lead Accountant
Learn More About
Joyce

Nancy Crowe, CPA

Partner & Lead Accountant
Learn More About
Nancy

Kyle Argent

Staff Accountant
Learn More About
Kyle

Heidi Brim

Senior Accountant
Learn More About
Heidi

Lilian Carey

Estate Planning Paralegal
Learn More About
Lilian

YAN CHEN

Staff Accountant
Learn More About
Yan

Linda Citara

Franchise Support & Bookkeeping Support
Learn More About
Linda

CAROL COLLINS

Franchise Support & Bookkeeping Support
Learn More About
Carol

CHRISTINE DEVINOFF

Staff Accountant
Learn More About
Christine

Kelly DiTosto, CPA

Senior Accountant
Learn More About
Kelley

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

Senior Financial Advisor
Learn More About
Bryan

Jill Katz

Financial Advisory Client Service & Marketing
Learn More About
Jill

Siobhan Kinealy, Esq

Trusts & Estate Planning Attorney
Learn More About
Siobhan

Joanne Kuczynski

Client Liaison
Learn More About Joanne

Kurt Liverpool

Staff Accountant
Learn More About
Kurt

Ron McIntire

Associate Wealth Advisor
Learn More About
Ron

Kris Michalski

Receptionist & Administrative Support
Learn More About
Kris

Phillip Mosca, CPA

Senior Accountant
Learn More About
Phillip

Julie Motz

Onboarding Specialist & Asset Alignment Assistant
Learn More About
Julie

Kelley Mulrine

Internal Accountant
Learn More About
Kelley

Loveprit Rambhajan

Staff Accountant
Learn More About
Loveprit

Ray Rasco

Digital Assistant & Social Media Coordinator
Learn More About
Ray

Ron Rasco

Web developer
Learn More About
Ron

Eva Reynolds

Client Liaison & Legal Assistant
Learn More About
Eva

Cari Shapiro, CPA

Senior Accountant
Learn More About
Cari

Lisa Temple

Staff Accountant
Learn More About
Lisa

Pravalika Vangapally, CPA

Staff Accountant
Learn More About
Pravalika

Jennifer Vivier

Receptionist & Administrative Support
Learn More About
Jennifer

Nakirah Walker

Staff Accountant
Learn More About
Nakirah

Valerie Zaffuto

Financial Services Administrator & Advisor Assistant
Learn More About
Valerie

JUDY ZHANG

Staff Accountant
Learn More About
Judy
Schedule your free Exploratory phone call

Click here to see how we
can be of assistance.

Careers/Open Positions

Explore all available job
listings and become a part of an amazing team.

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

Estate Planning for the Middle Class: Why It Matters Even If You’re Below the Tax Threshold

Think estate planning is only for the ultra-wealthy? Discover why the middle class still needs wills, trusts, and POAs—even if you’re under the estate tax exemption in 2025. With the federal estate tax exemption set at $13.99 million per individual in 2025, many families assume estate planning is only relevant to the ultra-wealthy. ...

<p>The post Estate Planning for the Middle Class: Why It Matters Even If You’re Below the Tax Threshold first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

The Great Wealth Transfer is Here: What It Means for Your Family and Legacy

Explore the implications of the $84.4 trillion wealth transfer from baby boomers to heirs, and learn how to prepare your family and legacy for this unprecedented shift. Understanding the Scale of the Transfer The magnitude of this wealth transfer is unprecedented. Baby boomers alone are set to account for $53 ...

<p>The post The Great Wealth Transfer is Here: What It Means for Your Family and Legacy first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

Asset Protection for Business Owners: The Most Overlooked (and Maybe Easiest) Step

When most business owners think about asset protection, their minds often jump to elaborate strategies—LLCs in protective jurisdictions, domestic asset protection trusts, complex estate plans. While those are all powerful tools, there’s one basic—yet critical—step that too many ...

<p>The post Asset Protection for Business Owners: The Most Overlooked (and Maybe Easiest) Step first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>