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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 Treasurer 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.

Third Eye Associates, Ltd. is happy to have Jennifer McKinley on our team. Her professional experience spans more than 25 years including business, production, coaching and office 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 an associate producer and executive assistant for a high-profile 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 life goals. She is currently enrolled in the Financial Transitionist Institute where she is studying for her Financial Transitionist certification.

Jennifer holds an M.B.A. from Fordham University and a B.A. from Rutgers University.  She is also a board-certified Health Coach, trained through the Institute for Integrative Nutrition’s Professional Training Program in Manhattan and has owned two nutrition-based businesses, Kingston Natural Food Store and Nutrition Street.

As an associate producer, Jennifer worked with Bard College and local women’s shelters to help bring awareness to the issue of domestic violence in our communities. Recently, she 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.

Eva has worked for more than a decade at some of New York City’s biggest and most cutting-edge corporations. From the executive offices of Time Warner to the boutique online video platform, Vimeo, she has honed her skills in logistics, event planning, Human Resources and employee relations in a diverse array of traditional corporate and startup office cultures.

All this experience has taught Eva the importance of personal relationships and ethical standards in dealing with colleagues and clients. Her skills in organization and planning are well matched by her enthusiasm and desire to help people.

A New York native, Eva earned her B.A. in Psychology at Boston University, then spent several years in Hawaii working in tourism and hospitality. It goes without saying that she still brings that same sunny demeanor to her work here in the Hudson Valley, where she enjoys as much time outside as possible with her husband and two daughters.