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Jennifer Vivier - Omni360 Advisors

Jennifer Vivier

Tax & Accounting Client Liaison

ABOUT Jennifer

Jennifer brings more than two decades of professional administrative experience to her role as Client Liaison for Tax and Accounting at Omni 360 Advisors. Before joining Omni, she spent 23 years with a large educational organization, where she supported senior executives and served as a meeting planner, honing her strengths in communication, organization, and client service.

TEAMS

Orange Team

A BRIEF HISTORY

As a Client Liaison, Jennifer plays an essential role in supporting the tax and accounting teams and assisting clients throughout their engagement with the firm. She ensures that every client receives timely, knowledgeable, and friendly service. Her attention to detail, ability to anticipate needs, and commitment to a positive client experience make her a valued member of the Omni team.

Outside of work, Jennifer enjoys spending time with her husband, their four children, close friends, and her two dogs. She loves traveling, visiting the Jersey Shore, cooking, golfing, and reading.

*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 Jennifer is engaged, or continues to be engaged, to provide investment advisory services.
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Recent Posts

Five Strategic Ways High-Net-Worth Investors Can Manage Portfolio Capital Gains

Explore five tax-aware strategies investors use to manage portfolio capital gains, including tax-loss harvesting, basis step-up planning, and trust strategies. Five Strategic Ways High-Net-Worth Investors Can Manage Portfolio Capital Gains For many successful investors, managing capital gains taxes becomes increasingly important as portfolios grow and liquidity events ...

<p>The post Five Strategic Ways High-Net-Worth Investors Can Manage Portfolio Capital Gains first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

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<p>The post Should You Be Getting a Tax Refund? What Your Return Might Really Be Telling You first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

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<p>The post Five Key Considerations for Aging in Place Safely and Successfully first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

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