OUR COMPANY
Integrated Financial Benefits offers all-encompassing services for our clients. Located at the heart of Downtown Gilroy in the historic Holloway House, our reputation thrives on our high-level of customer satisfaction. When our clients are truly confident in their financial stability, we have done our job.
Our Commitment
Whether you are experienced in the world of financial matters or are just starting to build your portfolio, Integrated Financial Benefits will help you every step of the way.
Our Principle
Even if you have an MBA in business, financial matters can be daunting. In addition to managing and growing your money, the experienced staff at Integrated Financial Benefits aims to provide a continued education that will strengthen our working relationship.
OUR TEAM
Jeffrey M. Orth
INVESTMENT ADVISOR REPRESENTATIVE OF HTK
Jeffrey M. Orth, ChFC, CASL is a graduate of University of California, Davis, with advanced credentials as a Chartered Financial Consultant and a Chartered Advisor in Senior Living. Over two decades of experience as a business and personal planning insurance, and wealth management specialist, he conducts business throughout the United States. Jeff is available for group lectures and private consultations.
Even if you have an MBA in business, financial matters can be daunting. In addition to managing and growing your money, the experienced staff at Integrated Financial Benefits aims to provide a continued education that will strengthen our working relationship.
Jeffrey M. Orth
INVESTMENT ADVISOR REPRESENTATIVE OF HTK
Jeffrey M. Orth, ChFC, CASL is a graduate of University of California, Davis, with advanced credentials as a Chartered Financial Consultant and a Chartered Advisor in Senior Living. Over two decades of experience as a business and personal planning insurance, and wealth management specialist, he conducts business throughout the United States. Jeff is available for group lectures and private consultations.
Even if you have an MBA in business, financial matters can be daunting. In addition to managing and growing your money, the experienced staff at Integrated Financial Benefits aims to provide a continued education that will strengthen our working relationship.
Barbara Orth
DIRECTOR OF CLIENT SERVICES
Barbara Orth has specialized in client relations for over 15 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 three successful children and grandmother to six beautiful grandchildren.
Even if you have an MBA in business, financial matters can be daunting. In addition to managing and growing your money, the experienced staff at Integrated Financial Benefits aims to provide a continued education that will strengthen our working relationship.
Wendy Noboa
BUSINESS DEVELOPMENT MANAGER
Wendy is focused on supporting Jeff, Luis and Barbara as well as all of our clilents. In her role as Business Development Manager, she is responsible for ensuring clear communication between clients, principals and internal management. Wendy has over 30 years of customer servcie experience and she prides herself on keeping our clients needs at the forefront of her day to day responsibilities. She has been a Gilroy resident since 1979 and she enjoys being an active member of our community
