PURPOSEFUL WEALTH ADVISORS - Key Persons
Job Titles:
- Account Administrator / Education
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.
Job Titles:
- President Wealth Manager / Certified Financial Planner® CDFA
- State Woman Wealth Advisor
Beth Kraszewski named as Top Best-in-State Woman Wealth Advisor by Forbes
Job Titles:
- Director of Wealth Planning Wealth Manage R / Certified Financial Planner® CIMA® RMA
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.
Job Titles:
- Client Services Manager / Education
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.