315 Titusville Road
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 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...
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...