Our Team
Derek Leighton
Financial Advisor, Partner
derek@preferredwealthadvisors.com
As a Partner and Financial Advisor at Preferred Wealth Advisors, Derek has over 18 years of experience in the financial services industry. He is known for his client-first, holistic approach to financial planning, tailoring strategies...
Cynthia O'Connell
Financial Advisor, Founder
cynthia@preferredwealthadvisors.com
For 32 years, Cyndi has been providing financial planning to individuals and business owners. Her unbiased approach allows for the most well-suited strategies for clients. She takes pride in helping people work toward their financial...
Ryan Fountain
Financial Advisor
ryan@preferredwealthadvisors.com
In his work with clients, Ryan focuses on helping individuals and families navigate their financial journeys with clarity and confidence.
Becky Frey
Office Manager
becky@preferredwealthadvisors.com
Becky started with Preferred Wealth Advisors in January 2023 as the Office Manager. She joins our office with over 20 years of office experience in the financial industry. Becky’s extensive experience and understanding of the business...
Erin Semler
Client Services Associate
erin@preferredwealthadvisors.com
Erin joined Preferred Wealth Advisors in February 2025 as a Client Services Associate. Prior to joining, she worked in the financial industry for seven years. Erin has enthusiasm for helping people and a strong attention to detail....
Jill Klos
Client Relationship Manager
jill@preferredwealthadvisors.com
Jill joined Preferred Wealth Advisors in March of 2018. In her role as Client Relationship Manager, she works with clients to enhance their overall experience, connects with them through client appreciation events and activities...
ACA O'Connell
Office Greeter
ACA is a 10 year old Yorkie Poodle who loves to love on people. He brings smiles and joy to the office and will always greet you with a friendly face. Have no fear, ACA is completely hypoallergenic and very friendly!