609-452-0889 877-623-2266
Jill Katz - Omni360 Advisors

Jill Katz

Financial Advisory Client Service

ABOUT Jill

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.

TEAMS

Yellow Team

A BRIEF HISTORY

Jill brings more than ten years of administrative experience in the financial services industry. Before transitioning into finance, she taught third grade and worked in special education classrooms. Her teaching background is evident in her ability to communicate clearly, explain complex concepts with patience, and support clients with understanding and care.

Her blend of client service experience, organization, and thoughtful guidance makes Jill a valued member of the Omni 360 Advisors team.

*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 Jill 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.

Schedule now
Payment Portal
for Tax and Accounting invoice

This link offers a secure, quick way to complete your payment with Omni360 Advisors LLC.

Pay Us here
Blog
Video Library
Join our newsletter
In The Press
Client Login
Resources
Our Social Media

Connect with us on Social Media using the following buttons:

Visit our Podcasts

Listen in, Join the Conversation!

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>

Learn More

Should You Be Getting a Tax Refund? What Your Return Might Really Be Telling You

Many people look forward to a tax refund, but is it actually a good financial outcome? Learn what a tax refund means and how to think about withholding and tax planning. Should You Be Getting a Tax Refund? What Your Return Might Really Be Telling You Each spring, millions of Americans eagerly await their tax refund. For many households, ...

<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>

Learn More

Five Key Considerations for Aging in Place Safely and Successfully

Aging in place requires more than staying home. Explore five essential areas families should plan for—from safety modifications to care support and financial planning. Aging in place is often associated with independence and familiarity. Yet remaining in the home long-term requires ...

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

Learn More