President, Purposeful Wealth Advisors
Wealth Manager, RJFS CFP®, CDFA®, CLU®
Beth’s mission is to help individuals and organizations craft actionable plans for creating opportunities and clarity around their financial decisions that align fully to their life goals.
As a wealth manager with over 20 years of experience, Beth provides guidance for clients in both the relational and technical aspects of their wealth management. She is best known for a keen eye toward taking a comprehensive approach to complex financial situations including estate planning, multi-generational wealth transfers, and she has a solid track record in investment management, philanthropic strategies, tax planning, cash flow analysis, stock options, compensation benefits, and retirement planning.
Beth works closely with her clients’ attorneys, CPAs, and bankers to provide them with a cohesive team.
After completing her bachelor’s degree at the University of Nebraska, Lincoln, Beth spent several years at the Northern Trust company, managing the wealth for affluent families. She joined Keating & Associates in 2008 and now serves in a leadership role as the Executive Vice President for Keating & Associates at the same time as serving as President and Founder for Purposeful Wealth Advisors as a wealth manager for high-net-worth clients and institutions.
Beth is married and has 3 children. She enjoys practicing yoga and cooking for the family on Sunday evenings.