Who We Are
Our mission is to elevate the quality of your life by giving you the guidance and confidence to make the best possible financial decisions.
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Amy A. Brandts, ChFC
Partner
abrandts@symphonyfinancial.net
Amy A. Brandts, CLU, ChFC
As a Chartered Financial Consultant and Investment Advisor Representative, Amy teams with her clients to develop strategies to build and protect wealth and to safeguard their lifestyle. Her previous professional experience adds to the financial insights and guidance she can offer clients. Earlier in her career, Amy honed her financial planning skills at a large insurance company. Later she was hired by a CPA firm to be the in house financial planner and investment manager for their clients.
A native of Northern Virginia, Amy is an Investment Adviser Representative, with Series 6, 63, 65, 7, 22 and 24 registrations, as well as life/health licenses in multiple states. She and her partner, Nancy, have ensured they can focus on the unique needs and portfolios of their clients by contracting with Cambridge Investment Research Advisors, Inc. to provide expert and dependable execution of trades and other services.
Amy believes in giving back to the community and does so by donating her time to the service projects of the Herndon Rotary. She also sits on the board of the Dulles Regional Chamber of Commerce and formerly held the positions of President and Treasurer of the Executive Women’s Roundtable.
An avid traveler with a sense of adventure, Amy and her husband spend their leisure time hiking the mountains around the world. Their latest adventure included Mt Kilimanjaro in Tanzania.
Nancy H. Rick, CFP™
Partner
Nancy Rick, CFP™
Since earning her Certified Financial Planner designation in 1996, Nancy has focused on working with individual and small business clients to establish a comprehensive plan for their financial well-being. Her goal is more than a plan, however–it is a long-term partnership. Nancy stays on top of her clients’ needs as they evolve over time, providing follow-up and feedback, support and guidance. By understanding and integrating the many components of their lives, Nancy helps her clients achieve their financial goals.
Nancy brings considerable experience to Symphony Financial, having worked in the financial services industry for almost 30 years. Her clients benefit from Nancy’s 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 her Series 63, 65, 7 and 24 registrations, as well as life/health licenses in both Virginia and Maryland. Nancy and her partner, Amy, have ensured they can focus on the unique needs and portfolios of their clients by contracting with Cambridge Investment Research Advisors, Inc. to provide expert and dependable execution of trades and other services.
Nancy and her husband are long-time residents of Northern Virginia and have two children. They look forward to more free time when the nest is empty!
