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Roy S

Series 63

Grand Junction, CO

Integrated Benefits, Incorporated

Roy Stachnik is a financial advisor with Integrated Benefits, Incorporated in Grand Junction, Colorado, holding a Series 63 designation and over 42 years of industry experience. He has worked at Integrated Benefits since 1989 and served with OSAIC for 25 years. He has been a career agent with New York Life Insurance Company since 1983, currently operating under a Retired Agent's Contract. Integrated Benefits, Incorporated provides investment management, financial planning, and retirement plan consulting to high-net-worth individuals, families, trusts, estates, and businesses, including employer plan sponsors. The firm uses a customized, primarily long-term investment approach based on fundamental analysis and manages both discretionary individual assets and non-discretionary plan assets.

Wealth management General retirement planning Retirement plans for business owners (SEP, solo 401k)
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Sarah S

Series 66

Aspen, CO

Integrated Benefits, Incorporated

Sarah Stachnik is a financial advisor at Integrated Benefits, Incorporated with six years of industry experience. She holds a Series 66 designation and has also worked with OSAIC Wealth Inc. Outside of her advisory role, she is a licensed insurance agent involved in commission-based insurance sales. Integrated Benefits, Incorporated provides investment management, financial planning, and retirement plan consulting to high‑net‑worth individuals, families, trusts, estates, businesses, and employer plan sponsors. The firm utilizes a customized, primarily long‑term investment approach and serves both retail clients and institutional plan sponsors.

Wealth management General retirement planning Retirement plans for business owners (SEP, solo 401k)
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