Kyle Foito brings over seven years of experience in financial planning and investment management to his role at Exencial Wealth Advisors. Based in the Guilford, CT, office, Kyle previously served as a Wealth Advisor at Fidelity in New Haven, where he worked closely with clients to develop comprehensive financial strategies.

A Certified Financial Planner™ professional, Kyle earned his degree in Economics from East Carolina University. He is passionate about building meaningful client relationships and helping individuals and families achieve their long-term financial goals.

Outside of the office, Kyle enjoys snowboarding, traveling, and lifelong learning. He and his fiancée are currently planning their wedding in Long Beach Island, NJ. They share their home with their Bernese mountain dog, Okee.

Jean Wilczynski, CFP® is a Senior Wealth Advisor working with individuals and families out of our Old Lyme office. She is committed to helping people live their best lives with confidence and peace of mind through comprehensive planning focused on the intersections of life and finances and emphasizing the importance of building resilience, balance and stability.

Jean is a Coast Guard veteran with experience in financial management as well as investor and public relations for public and private companies. She also spent a number of years in the nonprofit sector working as a writer and communications director.

Jean holds a bachelor’s degree in Mathematical Science from the U.S. Coast Guard Academy and a MBA from The George Washington University. She earned the Certified Financial Planner™ (CFP®) designation in 2017.

Jean and her husband Vince live in Old Lyme, Connecticut, and are active in the local community. Jean serves as Chair of the Finance Council for their church and both volunteer with several nonprofit organizations. They have three adult sons: Peter, a product manager and software engineer; Tim, an automation engineer; and Patrick, a mechanical engineer working in product development and testing. Jean and Vince enjoy biking, fishing, gardening, running (not necessarily in that order), and traveling to visit their sons and extended family.

Patrick is a Partner and Senior Wealth Advisor at EWA of CT.  Patrick has been in the financial services industry since 1984, and prior to the merger with EWA, he was a partner at Shoreline Financial Advisors since 2001. Prior to SFA, he was a Senior Vice President and portfolio manager at Pioneer Investments. Before Pioneer, Patrick was a Vice President and portfolio manager at Loomis, Sayles & Co, and he began his career as a securities analyst at Putnam Investments.

Patrick has a B.B.A. from the University of Notre Dame and an M.S. in Finance from Boston College. He is a Chartered Financial Analyst and a member of CFA Institute and the New York Society of Security Analysts.

Besides summiting the 47 of the 48 highest peaks in New Hampshire with Brendan, Patrick enjoys boating, cycling, and traveling.  He and his wife, Susanna, reside in Essex, Connecticut.  They have two grown children, Katie and Nathan.

Brendan is a Partner and Senior Wealth Advisor at EWA. Prior to the merger of SFA and EWA, Brendan founded SFA in 1996. This followed a career practicing public accounting and estate and wealth planning in Boston and New Haven. He has over thirty-six years of experience guiding clients to financial independence. As a fiduciary, he focuses on providing personal financial planning, individualized tax and estate planning and investment management.

Brendan has B.S. in Accounting from Boston College and a M.S. in Taxation and Estate Planning from Bentley College. He began his career as a Certified Public Accountant with Arthur Andersen.

Brendan and his wife, Susan, reside in Branford, Connecticut and have two grown children, Sam and Emma. He enjoys his time outdoors, traveling, boating, and fishing on Long Island Sound. He has summited 48 highest peaks in New Hampshire.

Craig is a seasoned financial professional who has over 23 years of experience. He received his Masters in Business Administration in Finance from University of New Haven in 2004. Craig received his undergraduate degree in Finance, with a minor in Psychology, from Bryant University in 1997.

Prior to joining Exencial Wealth Advisors, Craig worked for Fisher Investments, Fidelity Investments and Ameriprise. He began his career at Ameriprise, where he spent 9 years in various financial and management roles. He then joined Fidelity Investments, where he spent 8 years. His most recent role was as a Vice President, Senior Account Executive managing $1.5 billion for over 400 families. During his tenure at Fidelity, Craig was the recipient of the Fidelity Achiever Award, awarded to him multiple years. This award is one of Fidelity’s highest recognition awards.

Craig has spent the majority of his career helping individual clients meet their financial goals and achieve financial freedom. He will explain Exencial Wealth Advisors’s approach and how it compares to other money management options currently available to you. Craig will review your current financial situation, discuss your personal investment goals and objectives, and help determine how Exencial Wealth Advisors can best benefit you.

In his spare time, Craig enjoys spending time with his wife, son and daughter. Craig is an avid outdoorsman and loves to give back to his community. Some of his hobbies include spending valuable family time doing the following: golfing, fishing, camping, and boating.

Christine is a Relationship Manager at Exencial Wealth Advisors. Providing day-to-day client service support for the firm’s team of advisors, Christine works closely with clients through the full range of servicing needs. She also brings an abundance of knowledge in modern marketing, from digital advertising to social media. Christine earned her bachelor’s degrees in Business Administration and Finance from Marist College. Christine’s leisure time is spent at playgrounds, soccer fields and hockey rinks with her husband, Brian, and two young sons, Grant and Gavin. She resides in Higganum, CT.