Eric M. Freckman, CFP®, CKA® is a financial advisor and partner. He has over 25 years of experience in the financial planning industry and holds a bachelor’s degree in business from Taylor University in Upland, Indiana.
Michael T. McKevitt, CFP®, CKA®, RICP® is a financial advisor and partner. He has over 17 years of experience in the financial planning industry and holds a bachelor’s degree in business from Taylor University in Upland, Indiana.
Carrie joined Purposeful Wealth in January 2023. She partners with Eric and Mike to create thoughtful financial plans with meticulous attention to detail. She graduated from Concordia University and began her career as a teacher. In 2007, she transitioned to the financial services industry. Carrie's hobbies include reading and baking. She is often found with her husband, Phil, cheering at their sons' soccer games and fulfilling her passion for volunteer work at a local non-profit, Phil's Friends.
Kathleen Pilat
Client Service Specialist
Kathleen joined Purposeful Wealth in February of 2024. She graduated from Harper College and began her career in an administrative role. In 2020, she transitioned to the financial services industry. Kathleen enjoys reading, cheering on Chicago sports teams, and spending time outdoors. She enjoys spending weekends with family and friends.
Lori Schneiderwind
Client Service Specialist
Lori joined Purposeful Wealth in January 2025. She graduated from Taylor University with a business degree and spent 10 years in finance working with clients and developing financial products. After taking time to raise her children and serve on a local church staff, Lori returned to the financial services industry. Her hobbies include hiking, cheering on her son and daughter, and enjoying music and podcasts. Outside of the office, she spends much of her time with her husband, Tim, volunteering at their church and other local organizations.
