Meet Yellow Team
Bryan Katz
CFP®, CHFC®, CLU®, CASL®, RICP®
Senior Financial Advisor
Bryan is a team leader at Omni 360 Advisors LLC and a dedicated CERTIFIED FINANCIAL PLANNER™ with a passion for helping individuals, families, and small business owners make confident financial decisions. Whether you’re preparing for retirement, building generational wealth, or protecting what matters most, Bryan provides guidance that brings clarity, confidence, and long-term direction.
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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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Jill Katz
Financial Advisory Client Service
Jill is the Client Liaison supporting Bryan Katz, where she plays a key role in investment client services and insurance coordination. She assists clients throughout every stage of the process—from preparing and managing applications to navigating underwriting and ensuring smooth post-approval follow-through. Jill is known for her warm communication style, steady attention to detail, and commitment to creating a positive, seamless experience for every client she supports. Outside of work, Jill is a proud mom to two daughters who are off pursuing their dreams. Her favorite way to unwind is by traveling—especially when it means visiting them.
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Loveprit Rambhajan
Staff Accountant
Loveprit brings a strong technical background and a thoughtful, client-focused approach to her work at Omni 360. She supports the firm with experience in individual and business taxation, as well as valuable knowledge in human resources. Known for her attention to detail and steady, organized work style, she approaches each engagement with care and a genuine commitment to helping clients feel informed and supported.
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<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>
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<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>
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<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>