Halcyon Financial Partners

MISSION STATEMENT

We seek to form long-term relationships, like family, with our clients based on integrity and loyalty. With these values as our core principles, we deliver personalized guidance and planning to help clients achieve their goals for both today and tomorrow. We strive for passion, humility, and professionalism in all our interactions.

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Team photo for Halcyon Financial Partners
Team photo for Halcyon Financial Partners

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Advisors

Advisor photo for Philip Andriola

Philip Andriola

JD

Private Wealth Advisor

Chief Executive Officer of Halcyon Financial Partners
Visit Philip Andriola's website
Advisor photo for Daniel R Masiello

Daniel R Masiello

CFP®, ChFC®, CLU®, CFS®, LUTCF®

Private Wealth Advisor

Managing Partner of Halcyon Financial Partners
Visit Daniel R Masiello's website
Advisor photo for Thomas Nicolosi

Thomas Nicolosi

CFP®

Financial Advisor

Managing Partner of Halcyon Financial Partners
Visit Thomas Nicolosi's website
Advisor photo for Bob Sutton

Bob Sutton

CRPC

Financial Advisor

Chief Operating Officer of Halcyon Financial Partners
Visit Bob Sutton's website
Advisor photo for Peter Goldberg

Peter Goldberg

Financial Advisor

Chief Investment Officer of Halcyon Financial Partners
Visit Peter Goldberg's website
Advisor photo for Michael Laliberte

Michael Laliberte

CRPC

Financial Advisor

Managing Director of Halcyon Financial Partners
Visit Michael Laliberte's website
Advisor photo for Daniel R. Masiello

Daniel R. Masiello

CFP®, BFA, CRPC

Financial Advisor

Managing Director of Halcyon Financial Partners
Visit Daniel R. Masiello's website
Advisor photo for Bo O'Connell

Bo O'Connell

Financial Advisor

Visit Bo O'Connell's website
Advisor photo for Valentino A Scaramuzzo

Valentino A Scaramuzzo

CFP®, BFA, ChFC®, CLU®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Valentino A Scaramuzzo's website
Advisor photo for James J Zabatta

James J Zabatta

CFA®

Financial Advisor

Financial Planning Specialist
Visit James J Zabatta's website
Advisor photo for John Manfredonia

John Manfredonia

CFP®, CRPC

Financial Advisor

Visit John Manfredonia's website
Advisor photo for Mike Wallop

Mike Wallop

Financial Advisor

Visit Mike Wallop's website
Advisor photo for Robert Bouza

Robert Bouza

Financial Advisor

Visit Robert Bouza's website
Advisor photo for Aron Mestel

Aron Mestel

Financial Advisor

Visit Aron Mestel's website
Advisor photo for Rich Rothenberger

Rich Rothenberger

CLU®, CLTC®, CEPA®

Associate Financial Advisor

Insurance Specialist
Visit Rich Rothenberger's website
Advisor photo for Matthew Sheerin

Matthew Sheerin

Associate Financial Advisor

Visit Matthew Sheerin's website


Team

Russell McManus AMPA® CRPC®

Russell McManus AMPA® CRPC®

Operations Director,

Financial Planning Analyst
Anna Ferrara

Anna Ferrara

Executive Assistant,

Client Service Manager
Edith (Edie) Stahl

Edith (Edie) Stahl

Marketing Manager

Eileen Govaert

Eileen Govaert

Operations Director

Camilla Corder

Camilla Corder

Client Service Manager,

Operations Specialist
Matthew Walsh

Matthew Walsh

Client Service Specialist,

Operations Specialist
Elizabeth Chung

Elizabeth Chung

Operations Specialist

Brendan Burke

Brendan Burke

Operations Specialist

Rose McGovern

Rose McGovern

Receptionist

Nicholas Caiafa

Nicholas Caiafa

Operations Specialist

Mary Jane Romeo

Mary Jane Romeo

Office Manager

Barbara Masiello

Barbara Masiello

Administrative Assistant

Mary Baranowski-Gallo

Mary Baranowski-Gallo

Paraplanner

Jeanne Evola

Jeanne Evola

Client Service Manager