Amy Brandts, ChFC®
Amy has been in the financial services industry for over 30 years and is a Chartered Financial Consultant® as well as an Investment Advisor Representative. Amy began her career at a large insurance company and honed her financial planning skills at a CPA firm as the in-house financial planner and investment manager. Experiences at those firms caused her to recognize the value of independence and inspired her to take that leap in 2002. Amy is also a Registered Representative and has FINRA Series 6, 7, 22, 24, 63, and 65 registrations, as well as insurance licenses in multiple states.
Amy believes in giving back to the community. She donates her time to the service projects of Rotary which help the children of Herndon by promoting literacy, providing access to medical care and other critical needs. She served multiple years on the Herndon Rotary Board and is a past president. She is a former board member of the Dulles Regional Chamber of Commerce and former president and treasurer of the Executive Women’s Roundtable.
A native of Northern Virginia and an avid traveler with a sense of adventure, Amy and her husband spend their leisure time hiking mountains around the world.
Nancy brings considerable experience to Symphony Financial, having worked in the financial services industry for over 30 years. She received her Certified Financial PlannerTM certification in 1996. Nancy’s clients benefit from her past experience with a mutual fund company, an investment banking firm, and an institutional money management and securities brokerage firm.
She is a Registered Representative and an Investment Advisor Representative with Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. She also has FINRA Series 7, 24, 63, and 65 registrations, as well as life and health licenses in multiple states.
Nancy and her husband are long-time residents of Northern Virginia and have two children. She believes in giving back to the community and donates her time to the service projects of the Reston Rotary club. She also has taught financial literacy programs for the Pre-Retirement Educational Program of the Virginia Retirement System (VRS) and for counselors of the Virginia Cooperative Extension (VCE).
Philip Corso, MBA
Phil has been a financial advisor since 2011. He focuses on retirement planning, investment planning, and wealth transfer strategies for individuals and small businesses. He seeks to provide his clients with customized financial solutions while also helping to guide them through a complex financial world. Most importantly, he strives to ensure that his clients are able to live the life they deserve by helping them achieving their financial goals.
Prior to joining Symphony Financial, Phil worked as a financial advisor with Wells Fargo Advisors for five years and preceding that was a successful Project Manager with a prominent DC-based contractor. Phil earned a bachelor’s degree in Government and International Politics from George Mason University and an MBA from Virginia Tech. He holds FINRA Series 7 and 66 securities licenses and is a licensed insurance agent.
Phil is from New York but settled in the DC area and is a current resident of Reston, Virginia. He is active with the Alzheimer’s Association of Washington, the American Cancer Society, and is a member of the Washington Building Congress. When he is away from work, golf, sports, and travel are his passions. Phil and his wife are also the proud parents of Luca, born in November 2016.
Kristin Michel Rodriguez, MS Econ.
With over 20 years of experience in financial services, Kristin brings a wealth of knowledge to Symphony Financial and helps strengthen the client advice, planning, and research side of the business. Known for her ability to listen and her passion for finding solutions, Kristin relishes every opportunity to help clients chart pathways toward their financial future.
Kristin’s clients benefit from her past experience with two mutual fund companies, an insurance company, a national bank and credit card firm, and a research institution. She has FINRA Series 7, 65, and 66 registrations, as well as life/health licenses in multiple states. She holds a Master of Science in Economics and is a member of Phi Beta Kappa.
Kristin is a strong advocate for women and currently serves as President of the Women Business Owners of Montgomery County. She is also an advocate of greater financial education in the community and gives talks in association with the National Endowment of Financial Education (NEFE).
Kristin and her husband are residents of Rockville, Maryland, and have two children who keep them busy in their free time. She is also a ceramic artist and enjoys spending time outdoors.
Mitch is a Financial Advisor with Symphony Financial, working out of both the Herndon and Leesburg offices. He works with clients in all aspects of the financial planning process: from wealth creation and education planning, to investment analysis and management for retirement.
He creates personalized strategies for individuals ranging from young professionals and families, to those in their earning years approaching retirement. Mitch also serves on the Symphony investment committee and assists with investment research. He holds FINRA Series 7 and 66 securities licenses and various insurance licenses.
Mitch holds a bachelor’s degree in business from Virginia Tech, majoring in Finance. While in Blacksburg, he also completed the CFP® Board Registered Financial Planning Program through Virginia Tech’s Pamplin College of Business.
Mitch is a Northern Virginia native now residing in Ashburn with his wife Samantha, where he is a member of the Loudoun County Chamber of Commerce. Mitch currently serves as the chair of the Loudoun County Chamber’s Young Professionals committee, and in addition, he sits as an ex-officio member of the Loudoun County Chamber of Commerce’s Board of Directors. He is also a member of Business Networking International.
Mitch’s hobbies include spending time with family, attending concerts, and staying active athletically.
Linda Powell is our Office Manager. She is the first voice you hear when you contact us and she helps keep our office running smoothly. Linda supports our clients in the opening and updating of accounts, keeps our client records, assists with setting up meetings, and produces our monthly newsletter. Linda has 20 years of experience as a data processing professional and 18 years in customer service, office administration, and publications.
Linda grew up in the Washington, DC metropolitan area (Montgomery County), and has lived in the Northern Virginia area since 1971. She also thinks of herself as an “upstate New York” person from her years at Syracuse University. She has a bachelor’s degree in journalism and political science and still bleeds “orange” during college basketball season. Linda has been active with the Girl Scouts, PTA, and the Reston Swim Team Association. She has two married daughters in the area and four grandchildren who keep her busy.
Mail, call, or visit us at our offices. We’re here to help!
Phone: 703-865-4092 | Fax: 703-865-4096 | email@example.com
441 Carlisle Dr, Ste A
Herndon, VA 20170
215 Depot Ct SE
Leesburg, VA 20175
2275 Research Blvd, Ste 500
Rockville, MD 20850