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...
Susan Stahley
Chief Operating Officer/Partner
845-473-9104
sstahley@omnifinancialadvisory.com
Sue has been in the financial services industry since 1994, joining Greg in 1997. Sue is currently responsible for oversight of new business processing, all client services as well as investment and portfolio research. Sue also serves...
Helen Pascocello
Administrative assistant
845-473-9104
helen@omnifinancialadvisory.com