ABOUT Judy

Judy brings a detail-oriented, thoughtful approach to her work at Omni, supporting clients across a wide range of accounting and tax needs. She plays an active role in preparing financial reports, assisting with business and individual tax filings, and supporting day-to-day accounting processes. Known for her accuracy, reliability, and steady communication style, Judy helps ensure clients receive clear, timely, and well-organized financial information.

Outside of work, Judy enjoys spending time with family and exploring new hobbies that keep her learning and engaged.

A BRIEF HISTORY

Judy joined the firm in 2021 and holds a Bachelor’s Degree in Accounting from Thomas Edison State University in New Jersey. Her growing experience in accounting, financial reporting, and taxation makes her a valuable contributor to Omni’s client service and support teams.

*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 Judy 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.

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

Your Family’s Financial Operating System: What the Next Generation Needs to Know

Learn how to create a family financial operating system that organizes important information, prepares future decision-makers, and supports a thoughtful transfer of wealth and responsibility. ...

<p>The post Your Family’s Financial Operating System: What the Next Generation Needs to Know first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

The Hidden Risks of Owning Multiple Businesses, LLCs, and Investment Properties

Owning multiple businesses, LLCs, and investment properties can build wealth—but also create financial, tax, liability, and estate-planning complexity. Learn how coordinated planning can help. More ...

<p>The post The Hidden Risks of Owning Multiple Businesses, LLCs, and Investment Properties first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

When Success Creates Complexity: Five Signs Your Financial Life Has Outgrown a Piecemeal Approach

As wealth grows, financial decisions often become more interconnected. Learn five signs that your business, investments, taxes, and estate plan may benefit from greater coordination. ...

<p>The post When Success Creates Complexity: Five Signs Your Financial Life Has Outgrown a Piecemeal Approach first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>