Certified Financial Transitionist®
Registered Life Planner
Beth began her entrepreneurial career in graphic design in the early 1980s in Poughkeepsie, NY, and was the owner and creative director of the award-winning design firm B. Jones & Co. After a move to New York City in 1997 she was a consultant in the investment banking division at Goldman Sachs and Co. Beth then transitioned out of corporate life to work with individuals at an independent financial advisory firm for several years. Frustrated by traditional financial services’ lack of focus on the client, she and Susan created Third Eye Associates, Ltd. in 2005 to provide clients with a holistic approach to Financial Life Planning and Wealth Management.
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.
An active citizen in her community, Beth has generously shared her skills and vision with numerous non-profit organizations. She strongly supports the preservation of the rural character and architecture of her town, and currently serves as President of Historic Red Hook. Beth is 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.