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 is the Client Services Administrator at CIC Wealth and is responsible for providing clients with tailored customer service experience. In addition, Amanda assists with the creation of financial planning projections and historical investment performance reports for clients.
Amanda graduated from James Madison University in 2012 with a Bachelor of Science degree in Anthropology. She continued her education with the College for Financial Planning, and earned the Financial Paraplanner Qualified Professional™ designation.
Amanda was born and raised in Montgomery County, MD. She is involved with P.E.O., a women’s philanthropic organization, and enjoys working out, spending time with her family and friends, and going to the beach.
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.