Who We Are
President • Wealth Manager
Certified Financial Planner® • CDFA® • CLU®
BS, University of Nebraska | Lincoln
Awards & Recognitions
2018 Forbes List of Top Next Gen Wealth Advisors
Working Mother Magazine’s Top Wealth Advisors of 2018
2019 Forbes List of Best In State Next Gen Wealth Advisors
2019 List Working Mother Magazine’s Top Wealth Advisors Moms
2020 List Working Mother Magazine’s Top Wealth Advisors Moms
2020 Forbes List of Top Women Wealth Advisors
2021 Raymond James Woman of Distinction Award
2023 Forbes List of Top Women Wealth Advisors Best-In-State
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Beth has been empowering clients for the past 22 years to discover a greater purpose for their financial wealth and to pursue it with confidence. Her area of expertise is financial planning for life’s transitions especially divorce, retirement, and widowhood. These are complex financial situations and Beth enjoys holding the big picture for her clients while collaborating with their accountants, attorneys, and other members of their team.
Beth has a unique passion for divorce planning and for helping people at that difficult juncture. Her compassion for these clients led her to get a CDFA/Certified Divorce Financial Analyst designation, allowing her to assess their settlement sweet spot by analyzing short-term and long-term projections. Knowledge is power. And the strategic advice Beth offers clients based on her findings helps them feel confident negotiating and signing their agreements.
In her 12th year as a planner and manager, Beth founded Purposeful Wealth Advisors, a division of Keating & Associates. Though she’s based in Chicago, Beth works with clients across the US and around the world. When she’s not working, Beth is busy living the dream she and her husband hatched along with their three cherished children who throw a wrench into the plan every now and then. As they should!
We practice a compassionate brand of financial science. So we built a team around the needs of our clients. Our unique ability — our yin/yang — is the pairing of our technical expertise on the one hand, with our relational capacity on the other. And it’s that combination of both, at equal strength, that our clients need.
When things are at their messiest, that’s where we shine. Whether change caught you by surprise or not, we’ll ask you where do you want to go from here? And we’ll forecast both the short-term and long-term implications of the choices you’re considering so you can make truly informed, financially sound decisions that allow for your goals, your dreams, and even the next change you can’t anticipate. We’ll actually plan for it.
Director of Wealth Planning • Wealth Manager
Certified Financial Planner® • CIMA® • RMA®
BA in Economics and English, Duquesne University
MBA in Finance, University of Chicago
Chris has enjoyed a lifelong passion for numbers and the extraordinary stories they can tell. More than 25 years ago, her career began as an economist at the Federal Reserve Bank of Chicago, with more than 10 years spent at the Northern Trust Company as a financial planner and investment manager.
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.
Chris is married and has two adult children and two golden retrievers. She enjoys baking and reading.
I love when people have 3 goals that are all competing and you figure out how to put this puzzle together to solve all of them. And immediately the wheels are turning. And I’ve got this spreadsheet with all these numbers in it, and I’m figuring this thing out. That’s really fun.
Certified Financial Planner® • Certified Private Wealth Advisor®
BBA in Finance, University of Iowa
Geof 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 client’s set of circumstances. While he appreciates the technical challenges of his role, the real joy comes from the relationships that develop with clients. Like the rest of the team, Geof gets great satisfaction from developing personalized solutions that help clients achieve their financial goals.
It’s a truly unique relationship we have with our clients that’s built over a long period of time. You get to know people in a deeply personal way when you are discussing their finances, family, goals, and health. That is one of the aspects I appreciate most about my work. Financial plans evolve and that allows us an opportunity to regularly interact with clients about really important things.
Certified Financial Planner® • CDFA®
BA Personal Finance Planning & Finance, Kansas State University
I enjoy all the strategizing that goes into finance and planning truly plays to my strengths. I love being able to do this while also empowering others, which is my real passion. It helps that I’ve always loved math and spreadsheets. For Christmas, I actually got Beth and Chris mugs that say “Oh, this calls for a spreadsheet!” We all enjoy a good spreadsheet.
Client Services Manager
BA in Business Administration from Emporia State University
One of four children born to parents who immigrated from Mexico, Diana learned from their hard-working example that she, too, could achieve her potential by envisioning what she wanted in life, believing in it, and never letting obstacles derail her. One thing Diana wanted in life was to start building her career as soon as possible. And so shortly after graduating high school, she got her associate’s degree, and two years later, her bachelor’s degree. She brings the same passion, determination and work ethic to PWA where she feels she has found a perfect fit among other professionals who aim high, always innovating new ways to help their clients achieve their dreams.
Like everyone here, I have a special place in my heart for people in transition – people getting onto a new path toward a successful future and a successful life. It doesn’t matter where you start, it’s where you’re going that matters!
BS in Horticulture/Business from Kansas State University
Barbara is a seasoned financial services professional with a diverse background in the industry. She holds a Bachelor of Science degree in Horticulture/Business from Kansas State University and has worked in various roles in different sectors. Her versatile career encompasses excelling in managing portfolios and devising investment strategies at an Alternative Investments firm, overseeing a prestigious university endowment, and overall demonstrating adaptability and comprehensive understanding of the financial landscape. Joining PWA, Barbara has found great satisfaction in collaborating with a team that shares her passion for helping clients achieve their goals. At home, Barbara cherishes the joys of family life with her husband and son.
I take pride in assisting clients in transforming their aspirations into reality, utilizing my extensive expertise and commitment to exceptional service.