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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.”

Rebecca joined Third Eye Associates in 2025 as a Financial Consultant. She began her
career working for an independent financial advisory firm outside of Washington DC. Her
professional experience includes working for Cramer Rosenthal McGlynn, LLC a boutique
equity asset manager, where she was responsible for institutional client service and
marketing. During her tenure there, she also led that firm’s sustainable investing efforts.
She specializes in helping clients achieve their financial goals while integrating
sustainability into the investment decision making process. In her spare time, she consults
Tobacco Free Portfolios, a global non-profit focused on advancing tobacco-free finance.

Rebecca is an Investment Adviser Representative of Third Eye Associates, Ltd., a
Registered Investment Adviser. Rebecca holds a CERTIFIED FINANCIAL PLANNER®
certification, the standard of excellence in financial planning. She also passed Level One of
the CFA Institute’s® CFA Program. She earned a bachelor’s degree in English from George
Mason University. She held both Series 7 and Series 63 Securities licenses.

Rebecca is an amateur boxer (and avid boxing enthusiast) and former drummer of several
touring rock bands. She resides with her husband and their wonderful (and adorable) son
and too many cats in Brooklyn, NY.

Rebecca’s Vision Statement: In the words of Spike Lee, “Do The Right Thing.” Money is
meaningless without purpose. Thoughtful and considerate investing and financial planning
can help to achieve many of life’s goals. She believes financial success can be attained
while still contributing positively to people and planet.

Madeline brings a decade of experience in systems, human resources, and organizational management to her role as Operations Associate at Third Eye Associates. Before joining the firm in 2025, she supported boutique architecture and design-build companies in the Hudson Valley and Catskills, helping small teams grow efficiently and intentionally, keeping sustainability and people at the center of their processes. 

Her background also includes roles in nonprofit advocacy and small business administration, and her personal endeavors underscore a long-standing commitment to community and environmental stewardship. Madeline previously served as Chair of the Town of Rochester’s Environmental Conservation Commission, where she launched monthly educational programming, and secured a Local Champions grant that led to the adoption of the Town’s Climate Smart Communities plan. As a mother of two young girls, Madeline has also acted as the construction manager for dozens of fairy houses across the parks and backyards of the Hudson Valley. 

An Ohio native, Madeline earned her B.A. in Environmental Studies from Oberlin College, where her work centered on sustainable home design and regional public transit as tools for environmental resilience. 

Madeline’s Vision Statement: 

Madeline believes in the triple bottom line—people, planet, and profit—and is passionate about building equitable systems where doing well and doing good go hand in hand.