Purposeful. Intentional. Unified.
We’re an ambitious collective of experts that rely on both technical and relational acumen to serve our clients. Through this combination of varied life experience and skill sets, we’re able to advise and equip our clients with actionable insights needed to turn money into lasting impact.
President, Purposeful Wealth Advisors
Wealth Manager, RJFS CFP®, CLU
Beth’s mission is to help individuals and organizations craft actionable plans for creating opportunities and clarity around their financial decisions that align fully to their life goals.
As a wealth manager with over 20 years of experience, Beth provides guidance for clients in both the relational and technical aspects of their wealth management. She is best known for a keen eye toward taking a comprehensive approach to complex financial situations including estate planning, multi-generational wealth transfers, and she has a solid track record in investment management, philanthropic strategies, tax planning, cash flow analysis, stock options, compensation benefits, and retirement planning.
Beth works closely with her clients’ attorneys, CPAs, and bankers to provide them with a cohesive team.
After completing her bachelor’s degree at the University of Nebraska, Lincoln, Beth spent several years at the Northern Trust company, managing the wealth for affluent families. She joined Keating & Associates in 2008 and now serves in a leadership role as the Executive Vice President for Keating & Associates at the same time as serving as President and Founder for Purposeful Wealth Advisors as a wealth manager for high-net-worth clients and institutions.
Beth is married and has 3 children. She enjoys practicing yoga and cooking for the family on Sunday evenings.
Director of Wealth Planning
Chris began her career as an economist at the Federal Reserve Bank of Chicago. She has more than twenty-five years of experience in financial planning and investment management, including more than 10 years at the Northern Trust Company.
Chris provides comprehensive financial planning and investment management to institutional clients, business owners, senior executives and high net worth individuals and families. Chris is a member of the 401(k) Investment Committee at Keating & Associations and, before joining KA, Chris co-chaired the Investment Committee for Alera Investment Advisors. She is a certified financial planner and a certified investment management analyst, and has her MBA in Finance from the University of Chicago.
Chris is married and has two adult children and two golden retrievers. She enjoys baking and reading.
- CERTIFIED FINANCIAL PLANNER™ professional
- Certified Investment Management Analyst® professional
- M.B.A. in Finance from the University of Chicago
Branch Associate, RJFS
Aaron is a people person that thrives by helping others define and achieve their financial goals. Working with professionals in need of financial planning, as well as investment management and businesses in need of company retirement plans, Aaron has a unique background from a BA in Finance, to a career in sustainable construction, to working as an executive chef for one of the top restaurants in the country, to growing up in Kenya and Thailand.
Aaron is excited to launch his new career with Purposeful Wealth Advisors with a team that is passionate, proactive and extremely reliable in helping individuals and organizations.
Outside of Purposeful Wealth Advisors, you can find Aaron cooking for friends and family, dining at restaurants, skateboarding, working on his golf game, checking out live music, discovering the Chicago art scene or traveling the world.
Branch Associate, RJFS
Morgan comes to us as a recent graduate of Kansas State University with a double major in Finance and Personal Financial Planning. Morgan helped lead her team to 2nd place victories in both the National Financial Planning Associations Challenge and Kansas State Gates Capital Stock Pitch Competition. She served as an intern to us for the past three years and we thrilled to have her as a new Associate.
Morgan’s passion is providing clarity, confidence, and empowerment to everyone she works with. She focuses on combining the relational and technical elements of financial planning to help individuals reach their goals- both personally and professionally.
Outside of Purposeful Wealth Advisors, Morgan enjoys visiting local eateries with friends, hanging out with her dog, Meatball and supporting the K-State Wildcats!
Ashlin loves helping our investment clients with any and all investment-account needs. Ashlin is responsible for opening new accounts, facilitating deposits and withdrawals, providing necessary account paperwork and disclosures, and so much more. Investments are provided through our broker/dealer, Raymond James, and are separate from our financial planning services.
Ashlin is a Kansas-born weather nerd who enjoys eating healthy and working out. She currently lives in Lawrence, KS with her husband and young daughter.
Client Service Manager
Kat is passionate about providing our clients with an exceptional client experience whether they walk through our office doors or connect with our team virtually. She is also an administrative and marketing guru, providing a backbone of support to our processes and our communications with our valued clients and professional associates.
Kat is a Southern transplant to Chicago and enjoys all our great city has to offer. She enjoys spending time with her family and friends, usually over a home cooked meal. As well as, exploring the world through travel, has a community garden plot from which she preserves food, and teaches knitting classes.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM, CFP® (with plaque design) and CFP® (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.