Our Team

Hal D. Guy          CRPC, CLU, ChFC, CFP®

Hal D. Guy

Hal D. Guy is the Founder and Managing Principal of StoneCastle Consulting. Hal employs a fully integrated framework to wealth planning for successful executives, affluent individuals and business owners. Hal's process-driven holistic approach provides a global view of each client's financial condition and planning issues. This comprehensive approach leads to more effective decisions in that each component of the client's unique financial situation – estate, investments, retirement and business, if applicable – is analyzed and incorporated into a dynamic customized written financial plan.

Hal is a noted speaker and educator on wealth planning issues. He was recently an adjunct professor at Manchester Community College for the CERTIFIED FINANCIAL PLANNER™ curriculum and was previously Chairman of the Education Committee for the Society of Financial Services Professionals – Hartford Chapter.  

Hal is a member of the Estate and Business Planning Council of Hartford and the Greater Hartford Probate Forum. In addition, he is a member of the Society of Financial Planners and the Financial Planning Association.  Hal has also been a recipient of the Five Star Wealth Manager Award 2012 -2018, which  recognizes wealth management professionals who show a commitment to clients, demonstrate strong industry credentials and are evaluated on the quality of their current practice.*

Hal received a Bachelor of Science in Business Administration from the University of Connecticut, and resides in Glastonbury with his four children – Adam, Alison, Lexi and Abigail.

*Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors.  Wealth managers do not pay a fee to be considered or placed on the final list of   2012-2018 Five Star Wealth Managers. 

CRPC conferred by College for Financial Planning


Jeffrey Tracey     AAMS®, CRPC, CFP®

As Principal of StoneCastle Consulting, Jeffrey is very involved with each client as they progress through the planning process. Jeff specializes in the construction of each unique plan, ensuring that relevant options have been explored and communicated to the client and that recommendations are implemented in a timely and accurate manner. StoneCastle utilizes Jeff's investment experience to help filter through the universe of financial products and to make sure each client is being offered strategies with the benefits, features, flexibility and cost structure that are suitable. Jeff's diligence and determination in staying current on best practices, ideas and products have helped keep StoneCastle's clients on track in their planning solutions.

Jeff began his career on the trading floor of Advest, Inc. in Hartford, CT. He was responsible for executing all UIT trades and keeping advisors up to date on current offerings and investment ideas. Jeff then moved within the company to the Asset Management Department. His responsibilities included the creation and implementation of investment portfolios for high net worth individuals, corporations, endowments, pensions, municipalities and not-for-profit organizations.

Jeff received a Bachelor of Science in Business Administration from Villanova University. He also spent a semester at the National University of Ireland.

Jeff currently resides in Marlborough, CT with his wife Megan and their seven children, Colin, Kelly, Rory, Mary, Patrick, Mara and Brogan.

CRPC conferred by College for Financial Planning




Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.