Jill joined Preferred Wealth Advisors in March of 2018. In her new role as Client Relationship Manager, she will work with clients to enhance their overall experience, connect with them through client appreciation events and activities, and uphold Preferred Wealth Advisors’ high standard for client well-being and satisfaction. Prior to joining Preferred Wealth Advisors, Jill was in the banking business for 24 years.
Jill lives in Deforest and has two adult daughters, Heather, and Carlie. Jill enjoys road trips to the North Woods and spending time with Family and friends.
Jill Klos is not registered with Woodbury Financial Services, Inc.