Heather Betz is a Baltimore native and has over 20 years of experience as a legal assistant. In her new role as Client Service Administrator, Heather will be responsible for managing administrative functions and internal processes. She and her husband enjoy spending most weekends taking their two sons to and from sporting events. Heather prides herself on her organizational skills and time management, as an administrator and mother.
Amanda joined CIC Wealth in February 2014 and is responsible for providing clients with tailored customer service solutions in a complete, accurate and timely manner.
Amanda graduated from James Madison University in 2012 with a Bachelor of Science degree in Anthropology.
Amanda currently resides in Bethesda. She is involved with women’s philanthropic organizations and enjoys working out, spending time with her family and friends, and going to the beach.
Mark started his career as a financial advisor with ING Financial Partners in Tysons Corner, Virginia. Early on, Mark developed a passion for helping people reach their goals. As a financial planner, Mark seeks to understand each client’s unique situation and goals in order to create a durable and comprehensive plan that is appropriately tailored to the needs of each client.
Mark played Division I lacrosse for the University of Maryland where he graduated with a Bachelor of Arts degree in Economics. He obtained his Life, Health, Disability, and Long Term Care insurance licenses during his senior year. Upon graduating, he promptly became FINRA Series 7 and 66 registered and began his career with a fast start at ING.
Today, Mark enjoys maintaining an active and healthy lifestyle. He is a defender on the roster for the first ever, Israeli National Lacrosse Team and competes around the world while also donating his time and efforts to help develop the sport of lacrosse in Israel.
Mark also is the head coach for a Bethesda-based 5th grade travel lacrosse team. He enjoys hiking, cooking and playing racquetball and golf in his spare time. He lives in Washington, DC, and enjoys spending time with his family in Bethesda, Maryland.
Fixed insurance products and services offered by CIC Wealth.
By Ryan Wibberley, Chief Executive Officer of CIC Wealth
March 5, 2015: Read Ryan Wibberley’s article in Crain’s Wealth on how to Empower your daughter as an investor.