Michael Romano, MBA
Managing Partner
Mike is a distinguished wealth advisor with Wall Street savvy and a knack for cultivating genuine client connections. With over 15 years of industry experience, Mike started as a financial advisor at Merrill Lynch in Pittsburgh, PA, where he honed a deep understanding of personal finance and client needs.
Prior to his current role, Mike focused on high-net-worth clients at Alexandria Wealth Management Group, providing tailored financial solutions for complex needs. Throughout his career, he has seamlessly merged financial knowledge with a commitment to clients, ensuring integrity, empathy, and a touch of humor in every client interaction.
Mike’s clients also benefit from Mike’s time on Wall Street, where he was an investment banker at Bank of America Merrill Lynch, specializing in capital markets transactions for financial institutions. Mike believes his strategic insights and meticulous approach to mergers and acquisitions, as well as equity and debt placements, earned him a reputation for excellence and trust among his peers and clients alike.
Mike holds a master's degree in Business Administration from Wake Forest University and a bachelor's degree in computer science from Allegheny College.
Beyond his professional achievements, Mike is known for his collaborative spirit and approachable demeanor, making him a pleasure to work with for clients and colleagues alike. He resides in Great Falls, Virginia, with his wife and three daughters, and enjoys classic car restoration, the art of barbecuing, and perfecting his golf game.
CA Insurance License Number: 0L77012. Resident State VA.
LinkedIn Mike Romano
Philip Corso, MBA
Managing Partner
Phil is a seasoned financial advisor dedicated to crafting personalized financial strategies since 2011. Specializing in retirement planning, investment strategies, and wealth transfer solutions for individuals and small businesses, Phil navigates his clients through the complexities of the financial world with knowledge and care. His approach is grounded in empowering clients to live the life they deserve, and helping secure their financial futures with confidence.
Phil earned his bachelor’s degree in government and international politics from George Mason University, complemented by an MBA from Virginia Tech. Holding FINRA Series 7 and 66 securities licenses, along with being a licensed insurance agent, Phil combines academic rigor with practical experience to deliver comprehensive financial guidance.
Originally from New York, Phil has made Virginia, his home in the DC area. Beyond his professional endeavors, he actively contributes to the Alzheimer’s Association of Washington, supports the American Cancer Society, and is a member of the Washington Building Congress, embodying his commitment to community and service.
Outside of work, Phil enjoys golf, sports, and travel. Phil and his wife are also the proud parents of two sons.
LinkedIn Phil Corso
Jared R. Onorato
Client Services Director
With over 15 years in the financial services industry, Jared brings extensive experience in operations, compliance and client service.
Prior to his current role, Jared served clients as part of the Alexandria Wealth Management Group of Wells Fargo Advisors. His dedication and exceptional service earned him recognition in 2018, highlighting his outstanding service delivery and leadership strength.
Jared graduated from the College of William and Mary in 2004 with a bachelor’s degree in economics. He also holds the Series 63, 65, and 7 securities registrations.
Jared enjoys spending his free time on home improvement projects and chasing after his twin daughters.
Direct (571)669-4331 | LinkedIn Jared Onorato
Grayson Hurley, CFP®
Client Services Associate
Grayson is a CERTIFIED FINANCIAL PLANNER® / CFP® professional and Client Services Associate known for his warmth and dedication to delivering exceptional client experiences.
Prior to his current role, Grayson served clients as part of the Potomac Financial Private Client Group, where he honed his skills in client service and financial management. He holds FINRA Series 7 and 66 securities licenses.
Grayson graduated from Virginia Tech in 2021 with a Bachelor of Science in Finance. During his time at Virginia Tech, he immersed himself in the CFP® Certification Education Track, solidifying his knowledge in financial planning topics. Outside of academics, Grayson dedicated his free time to refereeing basketball games and supporting Virginia Tech sports teams.
His summers were spent caddying at the prestigious Hollywood Golf Club in New Jersey, where his course knowledge and academic achievements earned him The NJSGA Caddie Scholarship. It was during this time that Grayson discovered his passion for financial planning, inspired by his own journey through college application and financing.
Originally from Asbury Park, NJ, Grayson now lives in Arlington, VA. He enjoys playing golf and is quickly becoming a Washington Nationals fan.
Direct (571)669-4333