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®, CDFA®, CLU®

As a wealth manager with more than 20 years of experience, Beth most enjoys seeing her clients succeed and make a difference to the causes and people for which they care about. Her passion is to empower clients to create opportunities to pursue their life goals with confidence. Together, crafting financial plans that result in simplifying complexity and peace of mind when making sound financial decisions.

Beth’s areas of expertise include multi-generational wealth transfers, philanthropic strategies, executive compensation and business succession planning — complex financial situations that require a comprehensive approach collaborating with CPAs, attorneys and other members of her client’s teams.  With extensive experience in financial planning for divorced/divorcing women, Beth believes that wealth management is more than a temporary service provided during the divorce process; it is an important ongoing service that continues after the process is finalized and a new life chapter ensues.

Beth joined Keating & Associates in 2008 and serves as executive vice president. From the foundation she established at Keating & Associates, Beth founded Purposeful Wealth Advisors in 2019. She is based in Chicago and works with clients across the United States and internationally. When not working, Beth cherishes time with her husband and their three young children. She also enjoys urban gardening, yoga and wine.

Education:

University of Nebraska, Lincoln

Awards and recognitions:

Click here for Important Award Information Disclaimer | Disclaimer

https://brokercheck.finra.org/

View Q&A

Chris Pavel

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.

Distinctions:

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

https://brokercheck.finra.org/

View Q&A

Morgan Ziegler

Financial Advisor, RJFS CFP®

Morgan is a graduate of Kansas State University, where she double majored in Personal Financial Planning and Finance. Prior to graduation, she served on the team as an intern for three years. During that time, she realized the Purposeful Wealth Advisors values uniquely mirrored her own and was excited to officially join the team in 2019. Morgan believes in the power of a growth mindset and continual improvement.

Morgan’s passion is providing clarity and confidence to everyone she works with. She values a comprehensive approach to financial planning, empowering her clients to maintain an intentional balance between living for today and planning for tomorrow. By combining the relational and technical elements of financial planning, she helps individuals achieve their goals, personally and professionally. Recently, Morgan achieved her CERTIFIED FINANCIAL PLANNER™ certification.

Outside of Purposeful Wealth Advisors, Morgan enjoys visiting local restaurants with friends, spending time with her dog, Meatball, and cheering on the K-State Wildcats!

View Q&A

Melissa Starkey

Account Administrator

Melissa loves helping our investment clients with any and all investment-account needs. Melissa 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.

Melissa enjoys spending time with her family and reading mystery novels.

 

 

 

 

 


Phone:
773.975.4020
Email: dina.othman@keatinginc.com

Dina Othman

Client Services Manager

Dina brings a valuable background in marketing and client services to our team. She is an exceedingly ambitious individual who is willing to take on any task or challenge and looks forward to growing her experiences as part of the PWA team. Dina is the go-to contact at PWA for any scheduling needs or general questions, and she is excited to help our clients in any way she can!

In her free time, Dina enjoys drawing and watching movies! She is also passionate about spending time with her family and discovering new places in Chicago!

Geoffrey Dunmore

Associate

Geoffrey has over 17 years of experience in the financial services industry. He strives to deliver a high-touch experience and has a passion for deeply understanding each situation to support the clients’ advisor team in developing a personalized solution that will achieve their financial goals.  He appreciates the technical challenges of his role, but the real joy comes from the relationships that develop with clients.