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

Administrative assistant

845-452-4311

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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