2630 W. Bradley Place, Suite C Chicago, IL 60618
E-mail: pwa@keatinginc.com
Phone: 773-975-4020

Beth Kraszewski named as Top Best-in-State Woman Wealth Advisor by Forbes

Who We Are

Our Team

We are purposeful wealth managers, building your future and committed to your independence in all the phases of your singular life.

Beth Kraszewski

PresidentWealth Manager
Certified Financial Planner®
CDFA®

Education

BS, University of Nebraska | Lincoln

Previous Awards & Recognitions

Working Mother Magazine’s Top Wealth Advisors of 2018
2019 List Working Mother Magazine’s Top Wealth Advisor Moms
2020 List Working Mother Magazine’s Top Wealth Advisor Moms
2021 Raymond James Woman of Distinction Award
2023 Forbes List of Top Women Wealth Advisors Best-In-State
2023 RJFS Executive Council 1
2024 Forbes List of Top Women Wealth Advisors Best-In-State

Click here for Important Award Information

|

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.

- Beth Kraszewski

Chris Pavel

Director of Wealth PlanningWealth Manager
Certified Financial Planner®CIMA®RMA® 

Education

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.

Geoffrey Dunmore

Geoffrey Dunmore

Wealth Advisor
Certified Financial Planner®Certified Private Wealth Advisor®

Education

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.

Morgan Ziegler

Financial Advisor
Certified Financial Planner®CDFA®

Education

BA Personal Finance Planning & Finance, Kansas State University

While double majoring in Finance and Personal Financial Planning at Kansas State University, Morgan interned with the team, was drawn to Purposeful Wealth Advisor’s values, and joined the firm 5 years ago after graduating. She finds great satisfaction empowering clients to live intentionally, particularly those in the process of divorce. Her Certified Divorce Financial Analyst designation shows her commitment of providing financial clarity to people going through divorce and strategically guiding clients in planning for their future.

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.

Erik Young

Investment Consultant
AAMS®

Education

BA University of Minnesota & Augsburg College
AAMS ® College for Financial Planning – Denver, CO 
Erik has 20 years of experience working in the personal finance industry, primarily as a Financial Planner and Investment Advisor. During this time, he earned his Accredited Asset Management SpecialistSM designation. Erik serves the clients of Purposeful Wealth Advisors by managing investment portfolios, researching investment strategies, and communicating with clients about their investment portfolios.

Erik’s values (Gratitude, Humility, Integrity, and Mindfulness) combined with his expertise in Financial Planning and Investment Management make him a key resource on our team. He commits himself to continued learning, principles, and disciplines which guide him into making prudent financial and investment decisions for the client’s benefit.   

I have gone through many transitions in my life.  I have empathy and compassion for clients who are taking the steps necessary to fulfill their deserved happiness and dreams.  I am grateful to be on a team committed to providing clients with the best possible financial plans, solutions, and investment management.

Diana Vazquez

Client Services Manager

Education

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!

Want our team to be your team?

America’s Top Next Generation Wealth Advisors (2018) Data provided by SHOOKTM Research, LLC  as of 3/31/2018. SHOOK Research considered advisors born in 1980 or later with a minimum 4 years relevant experience. Advisors have built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures derived from telephone and in-person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criteria because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC. Neither SHOOK nor Forbes receives compensation from the advisors or their firms in exchange for placement on a ranking. Raymond James is not affiliated with Forbes or Shook Research, LLC.  This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Out of 5,832 advisors considered, 1000 made the final list in 2018. 

2019 Next-Gen Best-In-State Wealth Advisors SHOOK Research considered advisors born in 1980 or later with a minimum 4 years relevant experience. Advisors have built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures derived from telephone and in-person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criteria because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC. Neither SHOOK nor Forbes receives compensation from the advisors or their firms in exchange for placement on a ranking. Raymond James is not affiliated with Forbes or Shook Research, LLC.  This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Out of 6,389 advisors considered, 1,489 made the final list in 2019. For more information see www.SHOOKresearch.com

Top Wealth Adviser Moms (2020) SHOOK™ Research considered Wealth Advisors who are mothers with children living at home and under the age of 21. Ranking algorithm is based on qualitative measures derived from telephone and in-person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC. Neither SHOOK nor Working Mother receives compensation from the advisors or their firms in exchange for placement on a ranking. Research Summary (as of 3/31/2020): from a total universe of 300,000 advisors, based on our thresholds we received 32,350 nominations, of which approximately 20% (6,600) were women and less than a quarter (1,238) at the time were mothers with children under the age of 21 and living at home. A final list of the top 500 advisors was then compiled based upon the quantitative criteria. Raymond James is not affiliated with Working Mother or Shook Research, LLC.  This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. For more information see www.SHOOKresearch.com. 2019: Data as of 3/31/2019. From a total universe of 300,000 advisors, based on our thresholds we received 30,691 nominations, of which approximately 20% (6,000) were women and less than half (< 3,000) at the time were mothers with children under the age of 21 and living at home. A final list of the top 400 advisors was then compiled based upon the quantitative criteria. 2018: Summary (as of 10/2018): From a total universe of 300,000 advisors, based on our thresholds we received 26,000 nominations, of which approximately 20% (5,200) were women and less than half (< 2,600) at the time were mothers with children under the age of 18 and living at home. A final list of the top 300 Advisors was then compiled based upon the quantitative criteria. 

America’s Top 1000 Women Wealth Advisors (2020) The Forbes ranking of America’s Top 1,000 Women Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of 7 years of experience and weighing factors like revenue trends, AUM, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Research Summary (as of April 2020): 32,000 nominations were received based on thresholds (9,654 women) and 1,000 won. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Raymond James is not affiliated with Forbes or Shook Research, LLC.  Please visit https://www.forbes.com/top-women-advisors/#28abc5bd51f4 for more info. The Woman of Distinction Award is designed to recognize a woman advisor that has served as a role-model to other advisors or service associates in her branch or the industry. Through mentoring and coaching, she’s supported the professional growth of women by sharing her experiences, knowledge, ideas and feedback. In addition to these qualities, nominations should also include a woman who is actively involved in her community through volunteer hours, and board participation. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of an advisor’s future performance. No fee is paid in exchange for this award/rating.

Top Women Wealth Advisors Best-In-State (2023) The Forbes America’s Top Women Wealth Advisors Best-In-State 2024, developed by Shook Research, is based on the period from 9/30/22 to 9/30/23 and was released on 02/08/2024. 44,028 nominations were received and approximately 1991 women won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. More: https://www.raymondjames.com/legal-disclosures Forbes Link: https://www.forbes.com/lists/best-in-state-women-advisors