About Towson Wealth Management

kurt_wiegert_photo.jpg

Towson Wealth Management was founded by Kurt Wiegert, with the mission to create a company specializing in supporting and transitioning people into retirement and throughout their retirement years. He began his financial planning career in 1996 with a private accounting firm, where he served as the senior financial advisor and lead portfolio investment manager. Prior to forming Towson Wealth Management, he served as a Vice President of Wealth Management at a private financial planning and corporate benefits firm. Since 1996, he has had extensive experience working with individuals, families and closely held business owners in comprehensive financial planning.

Towson Wealth Management allows our clients to delegate their complex financial planning needs to one trusted advisory resource. “Our clients love the fact that we can help in coordinating their other professional advisors including tax and legal relationships, into our financial planning process. This helps to free up their personal time so they can focus on their own life passions.”

Kurt holds the following professional qualifications:

  • Towson University - Bachelor of Science, Business Administration & Finance Degree

  • Stevenson University – (CFP®) designation curriculum

  • Certified Financial Planner (CFP®) designation – CFP Board of Standards

  • Series 7 (General Securities Representative)

  • Series 63 (Uniform Securities Agent)

  • Life and Health Insurance licenses

Email: kwiegert@towsonwealth.com


Cynthia_web.png

Cynthia H Betsher, CFP®, CEBS

In 1999, Cynthia founded and became the managing partner of Employee Benefit Option, LLP (doing business as Financial Partners Group) in Hunt Valley, Maryland.  Cynthia believed that there was a tremendous need for individualized financial, investment, and insurance consulting services for both 401(k) plan Trustees and individual plan participants.  Their goal was to assist them in designing and funding investments and/or insurance to meet their changing financial and retirement needs with a fiduciary standard of care.   Cynthia began her investment career 1984 when she worked for the mutual fund family of T. Rowe Price in Baltimore, Maryland.  After leaving T. Rowe Price, she worked eight years for Pollard & Associates, a well-respected, pension consulting firm.  These years formed the foundation for her to secure her CEBS designation and the rigorous CFP® designation and later to provide retirement plan services.  Cynthia particularly enjoys presenting investment concepts through storytelling and the use of analogies with the goal of making investing and retirement planning easy and understandable for those people who are insecure about these topics. 

Cynthia holds the following professional qualifications:

  • Towson University – Bachelor of Science, Business Administration

  • Certified Employee Benefit Specialist (CEBS) designation

  • Certified Financial Planner (CFP®) designation – CFP Board of Standards

  • Series 7 (General Securities Representative)

  • Series 24 (General Securities Principal)

  • Series 6 (Investment Company Representative)

  • Series 26 (Investment Company Principal)

  • Series 63 (Uniform Securities Agent)

  • Series 65 (Uniform Investment Adviser)

  • Series 51 (Municipal Fund Securities Principal)

  • Life and Health Insurance licenses

Email: cbetsher@towsonwealth.com


ryan_silk_photo.jpg

Ryan Silk

Ryan is a Baltimore native and a graduate of Towson University with a Bachelor’s Degree in Business Administration concentrating in Finance. During the course of his education, Ryan had the opportunity to develop expertise in the area of investment research and analysis. Ryan was actively involved in numerous clubs and organizations, serving as Vice President of Towson University Investment Group. Ryan has a great passion for investments and global markets and has been actively investing since the 10th grade. During an internship with a major bank, Ryan gained work experience in management, customer service, bookkeeping and cash management. He plans to further his financial education by obtaining his securities licenses and Certified Financial Planner (CFP®) designation. Creating and maintaining strong professional relationships and providing excellent customer service to clients is his priority. In his free time Ryan loves to fish and play golf.

Ryan holds the following professional qualifications:

  • Towson University - Bachelor of Science, Business Administration & Finance Degree

  • Series 7 (General Securities Representative)

Email: rsilk@towsonwealth.com