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Our Team

Client Centered

Cynthia O'Connell

Financial Advisor

(608) 842-2222

cynthia@preferredwealthadvisors.com

For 27 years, Cyndi O'Connell, a Financial Advisor at Preferred Wealth Advisors and registered representative with Woodbury Financial Services, has been providing financial planning to individuals and business owners.

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Derek Leighton

Financial Advisor

608-842-2222

608-842-2200

derek@preferredwealthadvisors.com

Derek joined Preferred Wealth Advisors in 2021 as a Financial Advisor. He works with clients to create customized financial strategies and plans that can help clients reach their financial goals.

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Jill Klos

Office Manager

jill@preferredwealthadvisors.com

Jill manages the day to day operations at Preferred Wealth Advisors. She always has a smile on her face and an outgoing personality. Jill helps clients feel welcome and comfortable when they walk in the door.

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Alexis O'Connell

Client Relationship Manager

608-842-2222

Alexis works with clients to enhance their overall experience, connects with them through client appreciation events and activities, and upholds Preferred Wealth Advisors' high standard for client well-being and satisfaction.

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ACA O'Connell

Office Greeter

ACA is a seven-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!

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Danny Frederickson

Registered Assistant

6088422222

danny@preferredwealthadvisors.com

Danny joined Preferred Wealth Advisors in 2022 as a Registered Assistant. By taking a comprehensive view of each client's financial picture, Danny is committed to working with clients to understand their short and long-term financial...
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