Integrated Benefits, Incorporated

Roy Stachnik is a financial advisor with Integrated Benefits, Incorporated in Grand Junction, Colorado. He holds a Series 63 designation and has 41 years of industry experience. He has worked with Osaic Wealth, Inc. since 1996 and has been with Integrated Benefits, Incorporated since 1989. Additionally, he has maintained a career as an agent with New York Life Insurance Company since 1983 and continues to service policyholders under a Retired Agent's Contract. Integrated Benefits, Incorporated serves high-net-worth individuals, families, trusts, estates, and businesses, offering discretionary and non-discretionary investment management along with financial planning and retirement plan consulting. The firm customizes investment portfolios using mutual funds, ETFs, individual equities, and fixed-income securities, employing a long-term, fundamental analysis approach supported by Charles Schwab custodial services.

Sarah Stachnik is a financial advisor at Integrated Benefits, Incorporated with six years of industry experience. She holds the Series 66 designation and has worked at Integrated Benefits since 2018, as well as OSAIC Wealth Inc. since 2018. Outside of her advisory role, she is a licensed insurance agent and a member of West Invest Ltd. Integrated Benefits, Incorporated serves high-net-worth individuals, families, trusts, estates, and businesses, providing discretionary and non-discretionary investment management alongside financial planning and retirement plan consulting. The firm customizes portfolios primarily using mutual funds, ETFs, individual equities, and fixed-income securities with a long-term investment approach and integrates advisory services with insurance sales.