Eva Reynolds

Client Liaison & Legal Assistant

ABOUT Eva

Eva supports clients throughout their estate planning experience with an organized, thoughtful, and reassuring approach. She manages document-execution logistics—coordinating in-person signings, scheduling notaries and witnesses, and ensuring all legal formalities are handled accurately and efficiently. Known for her clear communication and attention to detail, Eva brings structure and warmth to every client interaction.

When clients or team members need clarity or updates, Eva is often the first point of contact. Her responsiveness and professionalism help uphold Omni’s standards of intentional communication, timeliness, and exceptional client care.

A BRIEF HISTORY

Eva serves as a dedicated liaison for clients during the estate planning process. She oversees scheduling, legal file management, and coordination across multiple stages of each matter, ensuring clients feel supported and informed from start to finish.

Whether organizing meetings, preparing case-status updates, or maintaining accurate legal documentation, Eva keeps both clients and the internal team aligned. Her role is essential in onboarding new clients and ensuring each engagement proceeds smoothly and confidently.

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

Strategic Business Exit Planning: Why It Pays to Plan Ahead

Explore how proactive business exit planning, including tax and estate strategies, can support a smoother transition and protect long-term wealth for entrepreneurs and family business owners. Why Business Exit Planning Deserves a Seat at ...

<p>The post Strategic Business Exit Planning: Why It Pays to Plan Ahead first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

Concentrated Stock: A Hidden Risk for High Achievers

Equity awards can build wealth but also concentrate risk. Learn how high earners can protect long-term goals through strategic planning. The Silent Risk in Your Portfolio: Concentrated Stock For many corporate executives and high-performing professionals, equity ...

<p>The post Concentrated Stock: A Hidden Risk for High Achievers first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

Can High Earners Benefit from the New Senior Tax Deduction?

The One Big Beautiful Bill Act introduces a senior tax deduction for those 65+. Learn how high earners can use charitable giving strategies like QCDs to qualify and reduce taxes. The New Senior Tax Deduction: What You Need to ...

<p>The post Can High Earners Benefit from the New Senior Tax Deduction? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>