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

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/

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Aaron Covert

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.

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Morgan Ziegler

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!

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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.

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.

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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.