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Enabling people to take charge of their financial futures is what Beth has always been passionate about - women especially. With women, there is extra ground to cover given the baked in societal and economic disparities linked to gender. Growing up in a family that had very little money with parents who did not have the skills to manage it well, Beth learned quickly how to navigate life in survival mode. The many trying financial experiences that ensued in her formative years gave her the grit and determination to go beyond survival and finally thrive. She holds those who struggle similarly close to her heart and is now in a position to model, educate and give back.

Beth began her entrepreneurial career in graphic design in the early 1980s in Poughkeepsie, NY, opening her award-winning design firm B. Jones & Co. In 1997 she tried out corporate life as a consultant in the investment banking division at Goldman Sachs and Co. and later at a smaller independent financial advisory firm. In 2005, frustrated by the lack of focus on the client in the traditional financial services world, she set out to create Third Eye Associates, Ltd. Here, with her own company, closer to where her heart is, she has centered her work around providing clients with a holistic approach to Financial Life Planning and Wealth Management Strategies. 

An active citizen in her community, Beth has generously shared her skills and vision with numerous non-profit organizations. She currently serves as Treasurer on the board of Working for Women, helping women reach financial independence. She strongly supports the preservation of the rural character and architecture of her town and formerly served as President of Historic Red Hook. Beth is also a former board member of SAGE―Services and Advocacy for Gay, Lesbian, Bisexual and Transgender Elders in New York City and a former Treasurer of Dutchess County Democratic Committee.

Beth's professional credentials include membership in the Financial Planning Association, the Kinder Institute of Life Planning, and the Sudden Money® Institute, where she serves on the advisory board. She has completed the Life Planning curriculum in the Kinder EVOKE® Method, a life-centered approach to financial planning. Beth has studied Financial Transition Planning at the Sudden Money® Institute and completed the Mastery program in early 2013. She has completed the Accredited Investment Fiduciary (AIF®) curriculum through the Center for Fiduciary Studies, associated with the University of Pittsburgh Joseph M. Katz Graduate School of Business.

Beth is a Certified Financial Transitionist® (CeFT®), a Registered Life Planner (RLP®), and an Investment Adviser Representative of Third Eye Associates, Ltd., a Registered Investment Adviser.

Beth’s Life Vision Statement: “To live a purposeful life, inspiring others with integrity and love.”

Jennifer has been part of the Third Eye Associates team since 2018. Her professional experience spans more than 30 years including business development, small business ownerships, production, health coaching and management. Jennifer served as the executive assistant to the president and CEO of an international financial institution in Manhattan and went on to work as a production manager for a high-profile international recording artist.

Jennifer’s passion for holistic learning and personal growth lends itself perfectly to the mission of Third Eye Associates, Ltd. She leads the team as we work together to help clients achieve their financial and life goals. In 2021, through the Financial Transitionist Institute, Jennifer completed course work for her Financial Transitionist^® designation.

Jennifer holds an MBA from Fordham University and a BA from Rutgers University. She is also a board-certified Health Coach and has owned two nutrition-based businesses, Kingston Natural Foods and Nutrition Street.

As a production manager, Jennifer worked with Bard College and local women’s shelters to help bring awareness to the issue of domestic violence in our communities. She also worked with clients at The Jericho Project in the Bronx, bringing nutrition coaching and education to Veterans who had at one time been homeless. Jennifer lives in Stone Ridge, New York with her son Ian and her husband, Tim.

Jill brings 20+ years of client services and administrative skills to the team. Her experience began as the Sales Assistant & CE Coordinator of a financial consulting firm in New Jersey. With her bright and friendly manner, she has played supportive roles in managing several small businesses ranging from childcare/learning centers to health & beauty services.These experiences along with her strong organization skills and passion for communication and marketing make her the perfect fit to build great relationships with our clients and manage our administration office at Third Eye Associates.

Jill has a bachelor's degree in Communications from Rutgers University - School of Communication, Information and Library Studies. She is a Notary Public and holds her SIE certificate. She joined the firm in 2022

Jill is originally from upstate New York, but now lives in New Jersey and enjoys adventuring with her 12-year-old daughter, Fiona.

Jen is a great partner in helping us craft financial plans for our clients. When working on plans, she understands the overall picture, but her strength is paying close attention to the details. “I thrive in environments where I must deal with unexpected requests, unanticipated problems and changing priorities. And this is why I love what I do!”

Jen has been in the financial services industry for over a decade, focused solely on creating and developing financial plans for advisors. Prior to working for Delegated Planning, she launched the paraplanning unit of MetLife’s Financial Planning Division, helping to grow and support more than 50 advisors across the Pacific Northwest. She was instrumental in helping the firm achieve the Financial Planning Firm of the Year award.

Jen graduated with a Bachelor of Science in Public Health Administration from Indiana University. While at MetLife, she held Series 6, 63, 65 and life/health licenses. Jen completed the Financial Planning curriculum at American College. She enjoys advancing her knowledge through participation in peer study groups and attending conferences and webinars.

Jen is an avid skier and hiker, living in Sisters, OR with her husband and two children. They travel as often as they can to remote places in their Mitsubishi adventure vehicle.