Our Team2019-08-23T13:50:27+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

Director of Wealth Planning, Purposeful Wealth Advisors

Financial Advisor, RJFS CFP®, CIMA(R) 

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(R) professional
  • M.B.A. in Finance from the University of Chicago

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Quinn Martin 

Financial Advisor, CFP®

Quinn works with families and successful professionals to create well-planned financial strategies that bring them confidence in their financial future. In particular, he provides investment strategies and due diligence by continuously building, updating, and monitoring clients’ financial plans.

Quinn is a CERTIFIED FINANCIAL PLANNER™ professional, and he holds Series 7, 65, and 63 investment licenses. He has a bachelor’s degree in Financial Planning from the University of Illinois at Urbana-Champaign with a minor in International Development Economics.

Distinctions:

  • CERTIFIED FINANCIAL PLANNER™ professional

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Emily Wolters 

Service Assistant

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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Libby Paul

Client Service Manager

Libby provides expertise in business development, strategic planning, team development, and organizational communication.

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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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