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Our Team

Cynthia O'Connell

CEO, Financial Advisor

(608) 842-2222

[email protected]

For over 20 years, Cyndi OConnell, CEO of Preferred Wealth Advisors and registered representative with Woodbury Financial., has been providing financial planning to individuals and business owners. Her unbiased approach allows for the...

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David Hatz

Financial Advisor, C.P.A.

608-842-2222

[email protected]

Dave has been building client relationships in all phases of their life journeys, as a financialadvisor, since 1979. As he searched for an opportunity to begin lining things up for the orderlytransition of his clients to a new...

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Rob Hatch

Financial Advisor, C.P.A.

[email protected]

Rob has 25+ years experience in the financial world as C.P.A, Business Owner, & Financial Planner. Rob's passion is helping small businesses and families in Southern Wisconsin achieve their financial goals. Rob has two children Robby &...
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Jill Klos

Office Manager

[email protected]

Jill runs the day to day operations of the office. Always a smile on her face and outgoing personality, Jillhelps people to feel immediately welcome and comfortable when they walk in the door. Prior to joiningPreferred Wealth Advisors,...

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