About Towson Wealth Management
Kurt W. Wiegert, CFP®
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
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
Ryan J. Silk, CFP®
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. During his work with a larger regional bank, Ryan gained work experience in management, customer service, bookkeeping and cash management. 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
The American College – (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
Noah Gonzalez, CFP®
Noah is a Maryland native and recent graduate of Washington College with a Bachelor’s degree in Economics and minors in Mathematics and Accounting/Finance. During his time at Washington College, Noah was heavily involved in many clubs and organizations, including the Sustainable Finance Initiative and the Bloomberg Trading Challenge, where he gained experience performing market research and analysis. Noah is passionate about the significant role that a strong financial plan can play in one’s life. During his time interning with the Economic Development Office in Kent County, Noah established professional relationships with local government officials and business owners, and gained work experience in bookkeeping, customer service, and marketing. Noah is enthusiastic about building strong professional relationships and providing quality customer service to clients. Noah has been involved with the sport of swimming since the age of 5 and is passionate about the importance of water safety for individuals of all ages. In his free time Noah enjoys being outdoors and spending time with family & friends.
NOAH holds the following professional qualifications:
Washington College – Bachelor of Arts, Economics with a minor in Accounting/Finance
The American College – (CFP®) designation curriculum
Certified Financial Planner (CFP®) designation – CFP Board of Standards
Series 7 (General Securities Representative)
Shannon Michael
Shannon was born and raised in Maryland. Prior to joining our firm she was an operations leader for over 14 years at a luxury global retailer, where she specialized in client services and overall business operations. She brings that experience into her role here as a Client Service Associate. In her free time, she was a state director for an international pageant system where she helped to mentor young women. She also enjoys spending time with her family, friends and her two dogs.
Kestra Investment Management Team
Through our strategic partnership with Kestra Investment Management LLC (“Kestra IM”), a prominent Registered Investment Adviser–broker/dealer, we gain access to a group of highly skilled investment research experts who play a crucial role in helping us deliver the utmost quality of service to you. Each member of this team brings extensive industry knowledge and excels within their individual specializations.
About Kestra Investment Management
Kestra Investment Management LLC is an investment adviser registered with the Securities and Exchange Commission. Kestra IM is an affiliate of Kestra Holdings. Kestra IM provides market research, commentary, and portfolio guidance to its affiliated broker-dealers and registered investment advisers.
We are dedicated investment professionals with more than a century of combined experience, having managed assets for some of the industry’s most respected firms. For more information, please reference the Kestra Investment Management LLC Form ADV disclosure brochure. Kestra IM employees are not affiliated with or employees of the independent advisory firms they provide services to nor are the independent registered representatives or registered investment advisors affiliated with or employees Kestra IM.
