Meet Blue Team
Neel Shah
Esq., CEPA, CFP®
CO-CEO, 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.
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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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Saja Yousef
Client Liaison
Saja brings a thoughtful, detail-oriented approach to her work at Omni, supporting clients with clarity, organization, and strong analytical skills. She is known for her ability to break down complex financial information into clear, accessible insights, helping clients feel informed and supported throughout their experience. Her calm communication style and reliability make her a trusted resource across the firm.
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Nakirah Walker
Staff Accountant
Nakirah Walker brings strong accounting expertise and a client-focused approach to her work at Omni 360 Advisors. She is known for her ability to break down complex tax and accounting topics into clear, practical guidance, helping individuals and businesses feel informed and confident in their financial decisions. Her organized, thoughtful communication style allows clients to navigate challenges with clarity and ease.
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Ron McIntire
Associate Wealth Advisor
Ron McIntire brings strong financial expertise and a genuine commitment to client success to his role as an Associate Wealth Advisor at Omni 360 Advisors. He works closely with individuals and business owners, helping them navigate important financial decisions with clarity and confidence. Ron is skilled at breaking down complex investment strategies, tax planning opportunities, and broader wealth management concepts into clear, actionable guidance that aligns with each client’s long-term goals.
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Recent Posts
Why Funding Your Trust Matters: A Key Step Beyond Just Creating One
Discover why simply creating a trust isn’t enough. Learn how funding your trust supports your estate plan and helps ensure your intentions are honored. Creating ...
<p>The post Why Funding Your Trust Matters: A Key Step Beyond Just Creating One first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
Avoid Last-Minute Stress: Why Early Communication with Your Accountant Matters
Learn how starting tax conversations early in the year supports smoother planning and better coordination—especially for business owners and families with complex financial needs. Avoid ...
<p>The post Avoid Last-Minute Stress: Why Early Communication with Your Accountant Matters first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
How a Snowstorm Can Help You Rethink Estate, Tax, and Financial Planning
The recent snowstorm is a powerful reminder to evaluate your estate, tax, and financial planning. Learn how extreme weather events can trigger proactive wealth management. ...
<p>The post How a Snowstorm Can Help You Rethink Estate, Tax, and Financial Planning first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>