Beth Jones, RLP®
bjones@thirdeyeassociates.com
President, Third Eye Associates, Ltd.
Registered Life Planner
Financial Consultant
In 2005, Beth and Susan created Third Eye Associates, Ltd., to expand their services, providing a holistic approach to life planning and wealth management. Beth brings her integrated background of creative skills and solid business acumen to her work. To anyone who has worked with Beth, it's obvious that she loves her clients and her profession as well.
An entrepreneur since 1981, Beth was owner/creative director of B. Jones & Co., an award-winning graphic design firm in Poughkeepsie, New York. Upon moving to New York City in 1997, she began her career on Wall Street. In 1998, Beth gave up corporate life as a consultant in the Investment Banking Division at Goldman Sachs to work with individuals in an independent environment at Christopher Street Financial.
Beth has generously shared her many skills and vision with numerous non-profit organizations over the years. She is currently a member of the Financial Planning Association, Kinder Institute of Life Planning and Sudden Money Institute. An active citizen in her community, Beth is committed to the preservation of the rural character and architecture of the Town of Red Hook, serving as the vice-president of the Friends of the Elmendorph Inn, a community historic restoration. She is secretary of the Red Hook Democratic Committee and is a member of Out Professionals, and the Red Hook Chamber of Commerce.
Beth currently serves on the Town of Red Hook Economic Development Committee, and is a member of The Nazrudin Project, a professional think-tank devoted to the human and spiritual aspects of money and personal finance.
She has completed the Life Planning curriculum in the Kinder EVOKE™ Method—a life-centered approach to financial planning and is completing her coursework for the CERTIFIED FINANCIAL PLANNER™ certification, is a Registered Life Planner (RLP®), and a Listed Sudden Money Advisor. Beth is an Investment Adviser Representative of Third Eye Associates, Ltd, a New York State and District of Columbia Registered Investment Adviser. She holds FINRA Series 7, 63, and 66 securities registrations as a Registered Representative of Third Eye Associates, Ltd .
Susan Simon, RFC®, RLP®, CLTC
ssimon@thirdeyeassociates.com
Vice President, Third Eye Associates, Ltd.
Registered Financial Consultant
Registered Life Planner
Susan Simon has been working in the world of finances for more than a decade. Before the creation of Third Eye Associates, Ltd., Susan spent five years as a financial and insurance advisor with Christopher Street Financial in New York City. Previous to that, Susan was finance manager of the Wisdom Division of Landmark Education Corporation.
As a trained ceramic artist, Susan's philosophy around finances combines the practicality and certainty of numbers with the essence of creating an object of beauty. These skills enable Susan to educate her clients and create a plan to help them achieve their life goals.
Susan attended Southampton College and has completed the course of study for the CERTIFIED FINANCIAL PLANNER™ certification and is a Registered Financial Consultant (RFC®). As a member of the Nazrudin Project, Susan networks with other independent financial consultants from around the globe, sharing a common interest in providing an advanced awareness to the human aspect of financial planning. She has completed the Life Planning curriculum in the Kinder EVOKE™ Method—a life-centered approach to financial planning, and is a Registered Life Planner (RLP®).
Susan is an Investment Adviser Representative of Third Eye Associates, Ltd., a New York State and District of Columbia Registered Investment Adviser. She holds FINRA Series 6, 63, and 65 securities registrations as a Registered Representative of Third Eye Associates, Ltd , and is certified in Long-Term Care (CLTC). Susan serves on the Town of Red Hook Ethics Board, is the Chairperson of the Citizen's Review Committee of the Red Hook Zoning Board, and is a Notary Public.
Susan and Beth share a home in the Hudson Valley, and they enjoy Swing Dancing. Susan has two beautiful and talented adult daughters, “They are my greatest accomplishment.”
Courtney Skeen
cspivack@thirdeyeassociates.com
Client Relationship Manager Courtney joined Third Eye Associates, Ltd in March 2008 bringing a diverse background in art, education, business and the service industries. She honed her people skills as a Preschool Head Teacher, Substitute Teacher, Child Care Specialist and Administrative Assistant.
Courtney enjoys working with people to expedite their requests through the myriad of details required of a Financial Planning firm. She brings an upbeat presence and a can-do attitude. Clients report that she is a “breath of fresh air” on the phone and has a genuine interest in handling their requests promptly. Courtney is also focused on expanding the firm's infrastructure to better serve our clients. “Her great sense of humor and big heart are a real plus in the office,” says Beth, “she really rounds out the team.”
Courtney attended University of Massachusetts - Amherst while she was figuring out what direction she would take in life, and attained her Bachelor's degree in Human Services Management graduating from University of Phoenix, with honors in October 2009. She relocated to the beautiful Hudson Valley after growing up in New York City. Courtney is currently a candidate for the CERTIFIED FINANCIAL PLANNER™ professional certification.
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