Preferred Tax Advisors was established in 2018 through the partnership of Rob Hatch and Dave Hatz. Recognizing the synergy of their complementary skills, they joined forces to guide individuals and small businesses through the intricate realm of financial investments, wealth management, taxes, and more. The team quickly expanded to include Trevor Agnew, completing the trio's comprehensive expertise.

Our dedication to providing our community with honest, dependable financial guidance remains firm as our client base expands. We value the chance to assist every client in shaping their unique financial roadmap and achieving success.

Our mission is to empower individuals on their journey toward financial prosperity by delivering unparalleled, individualized financial planning and wealth management services. We believe that each person's financial situation is as unique as their fingerprints, and that's why we're committed to offering tailored solutions that address their distinct goals, concerns, and aspirations. Our unwavering dedication to understanding the intricate nuances of our clients' lives enables us to craft comprehensive financial strategies that align perfectly with their dreams. Through personalized guidance, transparent communication, and a steadfast commitment to their financial well-being, we aim to be the trusted partner our clients rely on to navigate the complexities of wealth management, ensuring their financial success and peace of mind.