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.
University of Nebraska, Lincoln