Team
Greg Bayer, CFP®
CEO/Founding Partner
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...
Helen Pascocello
Administrative assistant
845-473-9104
helen@omnifinancialadvisory.com
Helen has been with Omni since 2016. Her responsibilities include scheduling appointments and preparing for client meetings. She is also responsible for organizing client events. Helen loves being with her family, husband Keith and...
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