Our Team

Jeffrey M. Orth

Jeffrey M. Orth is a graduate of University of California Davis, with advanced credentials as a Chartered Financial Consultant and a Certified Advisor in Senior Living. With over 16 years experience as a business and personal planning, insurance, and wealth management specialist, he conducts business in over 8 states. Jeff is available for group lectures and private consultations. 

Barbara Orth

Barbara Orth has specialized in client relations for over 11 years. As Director of Client Services, she focuses on addressing the service needs of our clients and excels at keeping the agenda of our company progressing forward in a timely and efficient manner. Barbara is an expert problem solver and always has the client's best interests in mind.

She earned her Bachelor's Degree from University of California Davis, and is the mother of 3 successful children and grandmother to four beautiful grandchildren. 

 

 

Nichole Osaki

Nichole Osaki is the Marketing Director for Integrated Financial Benefits Network. She has been with us since 2012. 

Nichole studied Communications at San Jose State University. She is a bright and polite individual who aids in the behind the scenes activity of marketing and communications for the company. Anyone who has called the company knows the extent of her professionalism and kindness. 

Kristofer Telfer

Kristofer graduated from Carthage College cum laude with a Bachelor's in Marketing. Since the age of 18, he has been studying finance and teaching clients effective ways to save and accumulate cash. 

Working with his twin, Russell, the two are taking the Bay Area by storm by helping many businesses with strategies pertaining to transferring business ownership. They also specialize in implementing solutions for individual's financial plans. 

Kristofer and his brother are the next generation of financial coaches here at I Fit, learning essential information under the tutelage of Jeff and Barbara

Russell Telfer

Russell has been licensed to help his clients make smart decisions with money since 2012. Graduating with a Finance degree from Carthage College, Russell is well equipped to aid in business succession plans, personal retirement funding, and effective budgeting. Currently, he is studying for the Series 7 exam, which will enable him to trade securities. 

Russell is a compassionate and intelligent advisor, who is fiercely loyal to his friends and clients. He is especially adept at taking complex financial concepts and making them understandable. When it comes to strategically planning a successful future, he excels.