Our Team

Cynthia O'Connell

CEO

For over 20 years, Cyndi OConnell, CEO of Preferred Wealth Advisors and registered representative with SII Investments Inc., has been providing financial planning to individuals and business owners. Her unbiased approach allows for the most well-suited strategy for clients. She takes pride in helping people work toward their financial goals by offering guidance in many areas.

Prior to Preferred Wealth Advisors, Cyndi was a Senior Financial Advisor at M&I Bank and a Financial Advisor at CUNA. She has extensive experience guiding clients towards their financial goals.

As a graduate of the University of Wisconsin, Whitewater, Cyndi earned a bachelors degree in Finance and minor in Public Relations. She also obtained a Masters Degree in Business Administration from Cardinal Stritch University and holds her securities registrations 6, 7, 63, 65, Life and Health Insurance license.

Eric Iwanski

Financial Advisor

As a financial advisor with Preferred Wealth Advisors, Eric enjoys nothing more than finding proper, comprehensive solutions for his clients. Along with discussing investment options, Eric also looks at one's entire situation, including debt, mortgage, insurance, Power of Attorneys and much more.  Additionally, Eric runs the day to day operations of the office.  Always a smile on his face and outgoing personality, Eric helps people to feel immediately welcome and comfortable when they walk in the door.  Prior to joining Preferred Wealth Advisors, Eric was in the banking business for thirteen years.

Eric is a registered representative with SII Investments Inc., and holds his Series 7 and 66 registrations, along with his Life, Accident and Health Insurance license.

Eric holds a degree in Business Administration from UW-Stout. He lives in Sun Prairie and has two children, Samuel and Ruby.

“Effectively listening first to discover what clients truly want is what Preferred Wealth Advisors is all about and that is why I joined this team.”

David Hatz

As the newest member of the team, Dave brings a 37 year career of building client relationships in all phases of their life journeys. As he seached for an opportunity to begin preparing for the orderly transition of his clients to a next generation of advisors, he immediately was drawn to the team at Preferred Wealth Advisors and the values they share with him.

Dave and his wife Marge have three adult children, three grandsons, and two dogs. Dave enjoys outings on their pontoon boat with family and friends, riding his scooter to work, and an annual excursion to crew on a sailboat in the Menominee, MI 100 Miler Sailboat Race. He also is active in his church at the local and regional governing body levels.

Dave has a bachelor's degree in accounting from UW Madison, is a licensed Certified Public Accountant and holds life and accident and health insurance licenses. He is a registered representative with SII Investments, Inc., and holds securities registration 7. He holds the Chartered Financial Consultant and Chartered Life Underwriter designations.