Broker Check

Team

 

Greg Bayer CFP®

CEO/Founding Partner

845-452-4311

845-473-9104

gbayer@omnifinancialadvisory.com

Greg has been in the financial services business since 1986. Greg holds FINRA Series 7, 63 securities registrations, and Life & Health insurance licenses. Greg has been a Certified Financial Planner (CFP) since 1992. Greg started his...

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Helen Pascocello

Operations Manager

845-452-4311

845-473-9104

Helen@omnifinancialadvisory.com

Helen has been with Omni since 2016. She is a Operations Manager, oversees the company’s organizational processes and adds improvements to it. Human resources in implementing policies, strategies and recruiting to improve...

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Braedon Bayer CFP®

Certified Financial Planner

845-452-4311

braedon@omnifinancialadvisory.com

Braedon Bayer was born and raised in Lagrangeville, New York. He graduated from Syracuse University in New York with his master's in finance. Braedon joined the firm in January 2023. He is a Certified Financial Planner and previously...

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Reilly Bayer

Client Service Coordinator

845-452-4311

reilly@omnifinancialadvisory.com

Reilly Bayer was born and raised in Lagrangeville, NY and graduated from the College of Charleston in 2015 with her bachelor's degree. She has since worked within the financial services industry. Reilly has recently joined on to...

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