Our Team2020-01-10T16:27:38+00:00

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.

Beth Kraszewski 

President, Purposeful Wealth Advisors

Wealth Manager, RJFS CFP®, CLU

Beth provides guidance for clients in both the relational and technical aspects of their wealth management. It’s her mission to help individuals and organizations craft actionable plans for creating opportunities and clarity around their financial decisions.

Awards and recognitions:

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Chris Pavel CFP®, CIMA®

Director of Wealth Planning, Purposeful Wealth Advisors

Financial Advisor, RJFS  

Chris has more than twenty-five years of experience in financial planning, investment analysis and banking. Chris works with business owners, senior executives, and high net worth individuals and families to provide comprehensive financial planning and investment portfolio management.

Distinctions:

  • CERTIFIED FINANCIAL PLANNER™ professional
  • Certified Investment Management Analyst® professional
  • M.B.A. in Finance from the University of Chicago

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Emily Wolters 

Service Associate

Emily assists clients in opening new accounts. She is the team’s go-to for account maintenance, facilitating account transfers and money movement, processing paperwork, and handling client requests.

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Kat Newton

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. 

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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.

Recently Seen In...

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2018 Forbes List of Top
Next Gen Wealth Advisors

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Working Mother Magazine’s
Top Wealth Advisors of 2018

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