We like numbers but, when you meet the team at Exencial Wealth Advisors of CT, formally Shoreline Financial Advisors, you won't feel like one. Since you will be sharing your financial information with your advisor, we know that trust is very important. We have a considerable amount of experience in finance, accounting, taxes and planning. Plus, we have respected credentials, such as the CFA, CPA, and CFP. We are ready when you are.
Brendan T. Smith
CPA, CFP®, MST | Partner and Senior Wealth Advisor
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 a 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 Anderson.
Brendan and his wife, Susan, reside in Branford, Connecticut and have grown two children, Sam and Emma. He enjoys spending his time outdoors, traveling, boating, and fishing on Long Island Sound. He has summited 48 highest peaks in New Hampshire.
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.
Jean Wilczynski, CFP® is a Senior Wealth Advisor in EWA of Connecticut’s Old Lyme office. 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 and Vince enjoy gardening, running, fishing (not necessarily in that order) and traveling to visit their sons, Peter, Tim, and Pat.
Christine is a Relationship Manager at EWA of CT. Christine joined Shoreline Financial Advisors in July 2019 as a Client Service Manager. 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.
Prior to joining Shoreline Financial Advisors, Christine worked as the office manager in a large orthodontic practice.
Christine earned her bachelor’s degrees in Business Administration and Finance from Marist College. Christine’s leisure time is spent at playgrounds and museums with her husband, Brian, and two young sons, Grant and Gavin. She resides in Higganum, CT.