Mon - Fri: 9:00am - 5:00pm
(301) 816-4683

CIC Wealth

Meet The Team
Ryan Wibberley
Chief Executive Officer AIF®, CLTC

Ryan Wibberley is the Chief Executive Officer of CIC Wealth, a firm that he founded in 1999. CIC has developed into one of the area’s top wealth management firms, furnishing clients with independent assistance and complete transparency…
Read More

Michael Fein
President, AIF®, CLTC

President of CIC Wealth, Michael Fein is a believer in financial planning. He has made it his get to know not just a client’s finances, but also their dreams, goals, and choices in life. Formerly an advisor with Harvest Investment Consultants…
Read More

Andrew Goodman
Chief Investment Officer

Chief Investment Officer for CIC Wealth and Chairman of the sports agency Play It Coy®, Andrew Goodman brings over 25 years’ experience in the industry. Prior to joining CIC Wealth, Andrew was a Principal and the Director of Equity Investing for YellowWood Financial Advisors …
Read More

Frank Cappadora
Managing Director AIF®, CRPC®

CIC Wealth Managing Director Frank Cappador manages client portfolio designs and organizes 401(k) meetings for employee enrollment and communications for participants in plans.
Frank previously worked with Harvest Investment Consultants…
Read More

Satish Survanshi
Senior Executive Vice-President CFP®

Satish Survanshi, CIC Wealth Senior Executive Vice-President, helps businesses and individuals create and institute complete investment plans and retirement programs. Satish previously worked as Morgan Stanley Smith Barney Vice-President in Washington, D.C.
Read More

Timothy Schoeffler

With over 30 years of financial advising and investment planning experience, Tim Schoeffler came to CIC Wealth in March 2010. As part of our Gaithersburg office, Tim educates clients about fiscal principles, from the most day-to-day budgeting…
Read More

Andy Smith
Director of Advanced Planning

Andy joined CIC Wealth as the Director of Advanced Planning. He has worked finance and wealth management for five years. His focus includes estate and financial analysis, corporate succession management, and the comprehensive analysis…

Read More

Jaimee Wibberley
Client Relations Manager

Jaimee joined CIC Wealth as the Client Relations Manager. In this role she coordinates and plans client events, and helps the group achieve superior client care…
Read More

Rich Sebastian

With more than 30 years of financial planning and investment management experience, Tim Schoeffler joined CIC Wealth in March 2010. Working out of the Gaithersburg office, Tim helps people understand financial principles, from the the most complex investments to day-to-day budgeting, that affect their personal lives.
Read More

Mark Jutkowitz
Financial Advisor

Mark began at ING Financial Partners as a financial advisor. Mark exhibited enthusiasm for helping individuals achieve their financial goals. Mark strives to comprehend each client’s personal situation and objectives to establish a comprehensive…
Read More

Deborah Kruse
Client Relations Manager

Deborah began working as Client Relations Manager of our CIC Wealth’s Owings Mills office in April 2009. She is responsible for all internal functions and administrative procedures.

Amanda Hoy
Client Service Administrator

Amanda came to CIC Wealth in February 2014 and is charged with maintaining customized service solutions for our clients in an accurate, thorough, and convenient manner. She earned a Bachelor of Science degree in Anthropology in 2012 …
Read More

Heather Betz
Client Service Administrator

Heather Betz is a native of Baltimore and has worked as a legal assistant for over 20 years. In her current position as Client Service Administrator, Heather manages internal functions…
Read More