Broker Check

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,...
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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...
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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...
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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...
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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...
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