ABOUT Linda

Linda is a partner, team leader, and the founder of Omni 360 Wealth, Inc. Since joining the broader Omni organization in 2010, she has brought decades of experience in investment portfolio management, financial and retirement planning, tax strategy, and treasury management. Her approach blends deep technical expertise with a genuine commitment to helping clients build confidence in their financial futures.

A proud graduate of Penn State and Rutgers University, Linda balances her professional life with a love of gardening, exercise, sports, and cooking. She and her husband especially enjoy growing and preparing meals, sharing them with family and friends—often accompanied by a well-chosen glass of wine.

A BRIEF HISTORY

Linda founded Omni 360 Wealth, Inc. (formerly PFG-FP and Sound Financial Solutions, Inc.) in 1996 with a clear philosophy: everyone deserves access to independent, expert financial advice—regardless of income or net worth. She brings Wall Street knowledge and market insight to Main Street clients, drawing on decades of national and international financial services experience.

Her dedication to lifelong learning and her ability to listen objectively allow her to deliver thoughtful, informed guidance to clients seeking clarity and direction in an increasingly complex financial landscape.

Linda holds a B.S. in Accounting from The Pennsylvania State University and an MBA with a concentration in Finance from Rutgers University. She remains active in both her local and professional communities and lives in Middletown, Delaware with her husband.

*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 Linda 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

The Hidden Cost of Advisors Who Don’t Talk to Each Other

Financial decisions rarely happen in isolation. Learn how coordination among your financial advisor, CPA, estate attorney, and insurance professional can help create a more connected ...

<p>The post The Hidden Cost of Advisors Who Don’t Talk to Each Other first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

Protecting the Digital Side of Your Financial Life

Learn how to protect financial accounts, retirement assets, digital records, and estate-planning information from fraud, identity theft, and cybersecurity threats. Financial planning often focuses on ...

<p>The post Protecting the Digital Side of Your Financial Life first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

Your 2026 Retirement Savings Checkup: Are You Using the Right Accounts?

Review the 2026 retirement contribution limits and learn how Traditional, Roth, and business-owner retirement plans can support your broader tax, income, and estate-planning strategy. Saving ...

<p>The post Your 2026 Retirement Savings Checkup: Are You Using the Right Accounts? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>