Our Team

Hi, I’m Alex Klingelhoeffer, an intergenerational wealth management expert here at Exencial Wealth Advisors. I work with successful business owners and families that want to live comfortably on their accumulated wealth, and pass those assets and values on to the next generation. For example, most business owners are laser-focused on growing their business but don’t have enough time to ensure their familial financial goals are met and portfolio is firing on all cylinders. At Exencial we’ve developed a unique process called E3 to take the stress and complexity of family finances and translate them into strategies for success that can help our clients spend their time and energy on the parts of life that they find meaningful. In our experience these solutions radically reduce the amount of time and mental energy our clients spend worrying about finances and empower them to live the lives of their dreams.

As for my story, after graduating from the University of Missouri, I began my career at Charles Schwab in Austin, TX. While at Schwab, I assisted retirement plan participants, executives, and business owners optimize their company provided benefits plans while earning my Chartered Financial Analyst and Certified Financial Planner designations. In 2019 I joined Exencial and moved to Oklahoma City to expand my practice and help clients as a fiduciary with wholistic, unbiased advice that can only come from working with an independent firm. I live in Edmond with my wife Selena and son Nicholas, where I’m a member of Rose Creek Golf Club and the CFA society of Oklahoma.  If you’re at the point in your life where you need a specialist in investment management, retirement planning, or tax and estate planning, feel free to schedule a call below to see if there’s good alignment between our team and your family needs.

Austin Winsett, CPA joined Exencial in March of 2018. He works with advisor team to deliver wealth planning services to clients. He collaborates and serves as a conduit between the investment and tax team in developing solutions for complex tax, estate, retirement, and investment issues. Austin always had a passion for investment and financial planning. He enjoys working directly with clients and helping them live fulfilled lives

Austin graduated from the University of Oklahoma with a Masters degree in Accounting. Upon Graduation, he spent several years at KPMG where he focused on attestation services for alternative investments and private equity funds. He obtained his CPA license in 2016. Austin is a member of the American Institute of CPAs and Texas Society of CPAs.

Outside of the office, he enjoys spending time with friends and family, cooking, and being outdoors for a run or round of golf.

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.

Bryan joined Exencial in June of 2022.  He helps our clients to grow, protect, and transfer the wealth our clients build over their lifetime to the next generation, along with the values that built that family wealth. His passion is to make sure our clients can retire comfortably and build a lasting legacy that will last for generations. He particularly has a soft spot for business owners, as his family built a business from scratch in 1970 and ran it successfully until they decided to sell the business and retire comfortably in 2019.

He earned his Bachelor’s degree in Finance from Azusa Pacific University in 2010.  After graduating, he worked in the mortgage industry for five years helping families to get into a home they could call their own.      After this, he decided to move into his first love of financial advising and wealth management, and after four years in the industry, made the move to Exencial.

Outside of work he and his wife enjoy attending sporting events for the Los Angeles Dodgers, and the Los Angeles Kings.  He also enjoys card and board games, and is a bit of a movie buff.

Christian serves as a wealth advisor and the lead planner of his team at Exencial Wealth Advisors. He received his undergraduate business degree from Southeastern Louisiana University in 2018. Christian also received a financial planning certificate from Southern Methodist University in 2020 and is now a CFP® practitioner after fully satisfying the CFP® Board’s education, exam, experience, and ethics requirements.

Christian became a wealth advisor so that he could help others accomplish their life dreams and goals. He has seen firsthand in his work with corporate executives that, while they are high-earners, they are not exempt from concerns over money and that more money is not always the solution to their problems. Financial education, planning, and having a trusted fiduciary to help relieve financial burdens can be the key to eliminating these financial concerns.

Christian believes that the key to great financial health is the creation of a financial plan – a detailed, goal-based map of what needs to happen to get clients from where they currently are to where they want to be.

David is a wealth planning professional with over a decade of experience in the financial services industry focused on educating clients on wealth management topics and helping them avoid common pitfalls. David believes that trust and transparency are the cornerstone of the client-advisor relationship. Since joining Fidelity Investments in 2010 David has held roles as a trader, advisor, consultant, and more.

Outside the office David enjoys beach walks with his rescue dog Bayley, golfing, fishing, and training for his next race! David also serves as a mentor to the VP of Finance for the Coastal Carolina University Sigma Phi Epsilon chapter where he helps with budgeting and overall career development.

David is a Certified Financial Planner (CFP®) and received a BA in Finance from Coastal Carolina University.

Dave is driven by his desire and passion to help others achieve financial independence by offering objective and unbiased financial advice to those who are committed to achieving financial freedom in their own lives. He works closely with each of his clients to develop a customized financial strategy by utilizing a simple-to-understand process called the E3 Formula. With this process all of the pieces of the financial puzzle come together as economic or lifestyle needs change.

As a former 26 year Fortune 100 telecom professional Dave worked with business owners and executives developing strategies to improve their bottom line. Throughout his career he has always been known as an astute numbers guy. His successful management areas of expertise included roles in marketing, finance and sales operations where he applied strategic planning skills to drive results. His diverse background and training bring decades of experience and knowledge to his role at Exencial Wealth Advisors enabling him to provide expert wealth planning services for his clients to realize their own individual financial goals.

Dave is a CERTIFIED FINANCIAL PLANNERTM professional and holds a Life and Health insurance license in the State of Texas. Dave earned his Bachelor of Business Administration and Masters of Business Administration degrees from West Texas A&M University. Completed CFP educational requirements at SMU, Dallas, TX. As a CFP® professional you can be sure that Dave provides expert and professional financial planning services. To earn a CFP designation, Dave had to complete an approved educational program, pass a rigorous examination and meet stringent experience requirements. Dave also adheres to a professional Code of Ethics and he fulfills annual continuing education requirements to remain aware of current planning strategies and financial trends.

Dave and his wife, Ginny Totah, have lived in Plano, Texas since 1994. Dave enjoys the outdoors, golf, skiing and cars. Dave is also an active member of the Financial Planning Association of DFW.

CFP – The CFP® certification is a financial planning credential awarded by the Certified Financial Planner Board of Standards Inc. (the “CFP Board”) to individuals who meet its education, examination, experience and ethics requirements. Eligible candidates are generally required to have three years of financial planning related experience and possess a bachelor’s degree from an accredited U.S. college or university. Certificants are further required to complete a CFP Board-Registered Education Program (or possess a qualifying professional credential), clear a personal and professional background check, and pass the CFP® Certification Examination, a six-hour multiple choice exam divided into two separate sessions. In order to maintain the certification, CFP® designees must also complete at least 30 hours of continuing education every two years on an ongoing basis.

Derrick is a wealth planning professional with 10+ years of experience in the financial services industry with a focus in financial planning and risk management for individuals and businesses. Prior to joining Exencial Wealth Advisors in 2020, Derrick worked for a regional retirement provider helping businesses and individuals reach their retirement goals.

Derrick graduated from the Southern Connecticut State University with a Master’s degree in Business Administration. Outside of the office, most of his time is spent raising his five children. 

“Enjoy your life each and every day. You can do anything, if you put your mind to it.”

From the time Don Pace graduated from high school, he knew he wanted to be part of the best. His determination for success and drive to perfection has made him one of the most sought-after financial and tax planners in South Texas.

After many years, he and his partner Conrad Netting together had grown their wealth management company, Netting & Pace, CPAs, into one of South Texas’ premiere investment, financial and tax planning organizations and now joined Exencial to continue the legacy.

With a lifelong interest in investing, finance and tax, Pace built his career at some of the most prestigious accounting firms in the country, including Ernst & Whinney (now Ernst & Young).

Pace is a former U.S. Marine and holds a master of public accounting and a bachelor of science in civil engineering, both from The University of Texas at Austin. He is a Certified Public Accountant and a Personal Financial Specialist with a Series 65 license.

Pace is a husband, father, amateur photographer and an avid cyclist. He has volunteered and lectured on behalf of numerous civic and professional organizations, with his most gratifying experience as a volunteer instructor for San Antonio’s Junior Achievement Program.

PFS – The PFS designation is a financial planning credential awarded by the American Institute of Certified Public Accountants (“AICPA”) to individuals who satisfy its professional, work experience and educational requirements. Recipients of the PFS designation are required to be Certified Public Accountants (“CPAs”), maintain AICPA membership, have completed at least 80 hours of personal financial planning education, have at least two years of financial planning related business or teaching experience, and have passed the Personal Financial Planning examination. In order to maintain an ac tive PFS credential, holders must remain in good standing with the AICPA, retain a valid and unrevoked CPA certificate and complete 60 hours of financial planning related continuing education every three years.

Jared Snider’s background is in financial planning, estate planning and real estate law, and banking. Before joining Exencial Wealth Advisors, Jared served as an advisor for another financial planning firm where he developed client financial plans and advised clients. During his law practice, Jared represented financial institutions and investors in real estate transactions and litigation. He also guided clients through the estate planning process and represented clients in probate cases. During his time in banking, Jared served as a business banker and managed the bank’s merchant services accounts.

Jared graduated with highest honors from The University of Tulsa College of Law and was honored as a member of the Order of the Curule Chair and as managing editor of Tulsa Law Review. Jared earned his undergraduate degree from Oral Roberts University and graduated summa cum laude, having double majored in Business Administration and Music Composition.

Jared and his wife, Lindsey, have a daughter, Brooklyn, and a dog, Frisco. Jared plays guitar and saxophone and also sings. The Sniders are Texas Rangers and Dallas Cowboys fans and love to travel and enjoy the outdoors. They are also active in their local church.

Jason joined the financial services industry in 1999 serving individual, business, trust, and small endowment clients. During his tenure, he worked at Smith Barney, Wells Fargo Advisors, and Investment Professionals, Inc. Jason received an MBA in Business Finance from UNC-Charlotte Belk College of Business and a BSBA degree from UNC-Chapel Hill.

Jason enjoys helping clients identify and accomplish their financial goals and objectives. This involves pursuing long-term, trusted relationships with clients through building, diversifying, and monitoring client’s investment portfolios as well as conducting ongoing account review to measure progress.
As a family oriented husband and father, Jason and his wife, Erin, are parents to six children. The Brown’s are participating members in their church and have the privilege of serving in various ministries. Family time is often invested on the soccer pitch for family pick-up games and coaching opportunities with a local soccer club.

Jean Wilczynski, CFP® is a financial advisor in our Connecticut office. She helps individuals and families achieve their most important financial goals.

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 Treasurer of the local Board of Education and both volunteer with several nonprofit organizations, including the local high school FIRST Robotics team. They have three sons: Peter, a product manager and software engineer; Tim, an automation engineer; and Pat, a mechanical engineer working in product development and testing. Jean and Vince enjoy gardening, running, fishing (not necessarily in that order) and traveling to visit their sons and extended family.

Jeff is a wealth management professional with over 22 years of experience. He received his Finance degree from the University of Central Oklahoma in 1999.

Prior to joining Exencial Wealth Advisors, Jeff spent 12 years as a senior financial advisor for a national CPA firm. Before that, he spent 6 years at Fidelity Investments.

Jeff has spent the majority of his career helping clients meet their financial goals and achieve financial freedom. Jeff will review your current financial situation, discuss your personal investment goals and objectives, and determine how Exencial Wealth Advisors can best benefit you.

In his spare time, Jeff enjoys spending time with his wife and daughter. Some of his hobbies include boating, fishing, golfing, and camping with his family.

Co-Founder Jerry Georgopoulos has spent his entire career in the financial advisory field counseling senior executives on comprehensive financial planning. He began his career in 1995 with The Ayco Company, LP, a Goldman Sachs Company, where he served senior executives with distinction at numerous Fortune 500 Companies. He joined KPMG to develop their employer sponsored executive financial planning program in the southwest and western regions. He then founded Executive Financial Group, a firm that continues to specialize in counseling corporate executives today as Exencial Wealth Advisors.

Jerry graduated from Villanova University in 1992 with a Bachelor of Science in Accountancy and from Villanova School of Law where he earned his Juris Doctor in 1995. He also enlisted for three years in the United States Army, where he later received his commission as a 2nd Lieutenant in the Army Reserve as an Infantry officer.

Jerry and, his wife, D’Ann live in Corsicana.

John Brown joined Exencial in August 2017. For the prior 19 years he was an Investment Advisor at Bush O’Donnell in St. Louis, where he held various positions and managed concentrated portfolios of large-cap stocks and MLPs. John is excited to add his investment and estate planning skills to the Exencial team. Earlier in his career, John spent ten years at the Petrolite Corporation working with refinery process chemicals and fuel additives, and three years at Maritz Travel Company as a Travel Director. He currently serves as the Chairman of Gross & Janes railroad crosstie company, and as a board member of Exegy, Inc.

John holds an MBA from Washington University and a BA from Pomona College. He and his wife Amy currently reside in Dallas, and have two grown children in the Dallas/Fort Worth area and a third in New York City.

Karen Boschert is a wealth planning professional with over 15 years of experience in the financial services industry. Prior to joining Exencial Wealth Advisors in 2018, Karen worked for Fidelity Investments for over nine years as a Director, Retirement Planner, and Account Executive. She also worked with TD Ameritrade as a Private Client Investment Consultant. Karen obtained her Chartered Retirement Planning Counselor (CRPC®) designation in 2016 and has extensive experience with holistic financial planning, working with families to identify and implement strategies that meet their unique needs and objectives. The financial planning process involves providing solutions that include investment guidance, retirement income strategies, and general wealth and legacy planning.

Prior to her career in finance, Karen graduated in 2003 from Xavier University in Cincinnati, OH with her Bachelor of Arts. Giving back to the community is important to Karen. She has worked for a non-profit organization in Cincinnati, OH as a grant writer and fundraiser, and she also manages a scholarship fund in her family’s name for Elder High School in Cincinnati.

Kaye is a wealth planning professional with over 15 years of experience in the financial services industry. Before joining Exencial Wealth Advisors in 2017, she worked for TIAA-CREF’s Individual Advisory Services and at Ameriprise Financial as both a Registered Support Assistant and a Financial Advisor. Kaye has extensive experience with holistic financial planning and works with clients to identify and implement strategies that meet their unique needs and objectives. This financial planning process involves providing solutions that include investment guidance, retirement income strategies, and generational wealth and legacy planning.

Prior to her career in finance, Kaye graduated from Ithaca College in 2006 with a degree in Sport Management and a minor in Business Finance. She worked for the Baltimore Ravens immediately following graduation and also completed an internship with the United States Olympic Committee. Kaye is still a passionate sports fan, traveling regularly during the summer months to compete and coach the growing sport of beach volleyball.  She resides in Huntersville, NC with her husband, Verun and their son, Julian.

Kristin Carlton, CFP® joined Exencial Wealth Advisors in April 2016 and works in our San Antonio office. Before becoming an employee with Exencial, she was the Senior Financial Planner at Netting & Pace, CPAs for eleven years. Kristin graduated from The University of Texas in San Antonio in 2005 with a BBA in both Finance and Business Management. She is a CERTIFIED FINANCIAL PLANNERTM and obtained her Series 65 license.

Kristin enjoys meeting with clients and learning more about them, their families and their personal and financial goals. In addition to her experience working with high-net worth clients, Kristin also enjoys working with Millennials, newlyweds or other young professionals looking to enhance their financial knowledge and begin planning for their future.

Kristin is an active member of the San Antonio Estate Planners Council and the Financial Planning Association.

Lori C. Stephenson joined Exencial Wealth Advisors in August of 2018 to assist with our Exencial Direct Clients. She is the main point of contact for these clients whose focus is investing. Lori started her Financial Services career in 2009 and has worked for Edward Jones and MetLife of the Rockies as a financial advisor, and Fidelity Investments as part of their Private Client Group. She has held many Investment and Insurance licenses.

Lori, her husband Mark, and their 2 children, Norah and Teagun, moved to Choctaw, Oklahoma from Denver, Colorado in 2018. Lori enjoys spending time outdoors with her family, watching her children play Volleyball and LaCrosse, and enjoys doing water sports including Dragon boat and white water rafting races, and especially paddle boarding.

Michael joined Exencial Wealth Advisors in 2020 when the firm he owned, Bucks County Financial Planning Group, merged with Exencial.   He is a fiduciary financial planner with over 20 years of experience who is trained as a tax attorney with a specialization in estate planning, trusts, investments, and business exit planning.

Mr. McGlashen earned his undergraduate degree from Temple University in Philadelphia, Pennsylvania, graduating summa cum laude, and elected into Phi Beta Kappa. He received his Jurist Doctorate degree from the University of Florida College of Law, which is ranked as one of the top 25 law schools in the country by US News, 2020; ranked 3^rd (tie) in 2020 in Tax; and their Estate Planning Certificate Program is nationally recognized. Mr. McGlashen qualified for the certificate and clerked for Florida’s 8th Judicial Circuit, Probate Division, while in law school.  He then received certificates in Real Estate Development and Real Estate Finance from Massachusetts Institute of Technology’s Summer Real Estate Program, post doctorate.  He is a Certified Exit Planning Advisor (CEPA) through the Exit Planning Institute.

Michael serves on the Board of Directors of Westlake Rotary Sunrise Foundation; he served as President of the Rotary Club of Westlake Village Sunrise, (2017/18) whose motto is “Where friends gather to have fun and do good in the world”.

He is a board member and Vice President of The Westlakers and a board member The Camarillo Healing Rooms, former President of La Reina High School’s PTA, former Chairman of the Board and President, House of Hope Post Prison Release, Camarillo, CA.  He is President/Founding Member of the Westlake Village Chapter of la Chaine Rôtisseurs.

He is former Chairman of the Board of Auditors for Bensalem township, past board member of Bucks County Housing Finance Board, and elected four times to public office.  He served in the U.S. Army Reserves as a Military Policeman from 1981 to 1987.

After traveling around the country for years and then going back to school for eight years, he came back to Pennsylvania and married the girl of his dreams, a girl from his hometown, Colleen Wagner.

Michael and Colleen have a sixteen-year-old daughter, Serena, with whom they enjoy monthly daddy/daughter days, Barnes & Noble days, riding dirt bikes, cooking, and gardening.  The family’s motto is: we travel and have fun as a tribe and live to serve others. Love of Country Leads.

Michael has a passion for helping individuals manage and grow their financial well-being. With over twenty years of financial industry experience, Michael provides his clients expert guidance, professionalism, responsiveness and peace of mind. He specializes in complex financial planning and retirement income strategies. Michael is a Chartered Retirement Planning Counselor (CRPC®) and received his BA from New York University.

Monica knew very early on in life that she wanted a career in the investment advisory business; her childhood allowed her a fortunate life, and she was able to see first-hand many wonderful and terrible things to do with money. Monica is passionate about helping clients achieve their financial goals, and has a passion to act a steward and guide for her clients, many who have attained or aspire to attain a “work optional” lifestyle. Monica graduated in 2009 from University of Texas at Dallas with a B.S. in business administration and finance, and earned the CERTIFIED FINANCIAL PLANNER ™ designation in 2012. After spending several years as an advisor with UBS and Fidelity, Monica joined Exencial in 2015 due to the high ethical and fiduciary standard in place. In 2017, she earned the Certified Investment Management Analyst ® designation administered by Investment Management Consultants Association® and taught in conjunction with The Yale School of Management. She has been serving clients in a fiduciary capacity for over 10 years, and looks forward to serving families in managing their wealth for the next 25+ years!

Monica attends Watermark Community Church in Dallas, and frequently volunteers with at-risk youth programs and teaching financial literacy. She resides in Frisco with her husband Matt, and 2 year old daughter Madison. She is an avid Peloton rider, and admittedly drinks way too much coffee on any given day.

CFP – The CFP® certification is a financial planning credential awarded by the Certified Financial Planner Board of Standards Inc. (the “CFP Board”) to individuals who meet its education, examination, experience and ethics requirements. Eligible candidates are generally required to have three years of financial planning related experience and possess a bachelor’s degree from an accredited U.S. college or university. Certificants are further required to complete a CFP Board-Registered Education Program (or possess a qualifying professional credential), clear a personal and professional background check, and pass the CFP® Certification Examination, a six-hour multiple choice exam divided into two separate sessions. In order to maintain the certification, CFP® designees must also complete at least 30 hours of continuing education every two years on an ongoing basis.

CIMA – The CIMA® certification signifies that an individual has met initial and on-going experience, ethical, education, and examination requirements for investment management consulting, including advanced investment management theory and application. Prerequisites for the CIMA® certification are three years of financial services experience and an acceptable regulatory history. To obtain the CIMA® certification, candidates must pass an online Qualification Examination, successfully complete a one-week classroom education program provided by a Registered Education Provider at an AACSB accredited university business school, and pass an online Certification Examination. CIMA® designees are required to adhere to IMCA’s Code of Professional Responsibility, Standards of Practice, and Rules and Guidelines for Use of the Marks. CIMA® designees must report 40 hours of continuing education credits, including two ethics hours, every two years to maintain the certification. The designation is administered through Investment Management Consultants Association (IMCA®).

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.

Rusty Ross joined Exencial Wealth Advisors in 2012. He began his career at KPMG in Dallas, where he worked on tax compliance, planning, and research for alternative investments, private equity funds and large real estate investment partnerships. Rusty always had an interest in the investment and financial planning field, and his time servicing clients at Exencial solidified that it was a great fit. He enjoys working directly with clients to help achieve their Family, Occupation, Recreation and Money goals through tax, investment, and estate planning.

Rusty graduated from the University of Oklahoma with a Bachelor of Science in Business Administration and a Master of Accountancy in 2009. He gained his CPA license in 2011. Rusty is a member of the American Institute of CPAs, AICPA Tax, and AICPA Personal Financial Planning practice areas.

Rusty, his wife, Whitney, three children, Blair, Boyd, and Blythe, and dog Fletch live in Oklahoma City, Oklahoma. They attend and are involved with Christ the King Catholic Church and School. In his free time, Rusty enjoys spending time with his kids, playing golf, grilling, and watching college football.

Tony utilizes nearly 15 years of experience in the financial services industry to help individuals and families navigate the complex decisions they face along their financial journey. He has a passion to serve, acting as their personal CFO, helping to prioritize and reach their goals in a thoughtful manner.

Tony started his career at Fidelity, serving their retail and institutional clients for nearly 5 years. He then spent the following 7 years with a national firm which taught him the benefit of offering a single source of advice as it pertains to tax and investment decisions, prior to joining Exencial in 2021.

His favorite aspect of working at Exencial is his ability to take that even further, utilizing the large team of experienced professionals, each an expert in their given arena, to provide expert guidance and a custom-tailored experience to each client across all the pillars of financial planning.

Tony graduated with a BBA in Finance from the University of Texas-San Antonio. He and his wife Jessica live in Irving, TX with their three children and Weimaraner, Boo. Beyond spending time with family, he enjoys grilling, fishing, golfing, and just about anything else outdoors.