Tatiyana Gordon

Client Liaison

ABOUT Tatiyana

Tatiyana is a dependable, people-focused professional who brings experience in customer service, banking, and administrative support to her role at Omni 360 Advisors. Known for her warm communication style and strong organizational skills, she approaches each client interaction with care, patience, and professionalism. As a dedicated mother, she has honed exceptional multitasking and problem-solving abilities—strengths that support her work in keeping clients informed and their needs addressed with attention and timeliness.

A BRIEF HISTORY

With a background spanning client service and financial operations, Tatiyana has developed a solid foundation in supporting individuals through detailed processes and ensuring clear, reliable communication. She is excited to bring this experience to her role as a Client Tax Liaison, where she will assist clients throughout their tax journey and contribute to Omni’s commitment to exceptional client care.

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

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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>

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

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