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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 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.

Lori is the newest addition to our team. Her professional journey has been multifaceted, defined by her passion for helping others. After first becoming a massage therapist, she earned a B.A. in Psychology from Burlington College, received a J.D. from Vermont Law School and passed the New York and Vermont bar exams. Lori served as a judicial law clerk until her son Liam was born and she became a stay at-home mother. Ten years later, she went through a divorce. Having delegated all the financial matters to her then-husband, she quickly realized she needed to rejoin the working world to learn about finances. She became a mediator and Certified Divorce Financial Analyst®, and opened her solo practice, Lori Lustberg, Esq., which focused on helping individuals and couples navigate the emotional and financial implications of divorce. During this time, Lori continued to deepen her financial planning knowledge, earning her CERTIFIED FINANCIAL PLANNER™ (CFP®) designation in 2016.

While the divorce work was fulfilling, Lori wanted to establish deeper relationships with clients and she joined a fee-only financial planning firm in Vermont. She earned her Certified Financial Transitionist (CeFT®) designation in 2022 and has now joined Third Eye Associates where the tools taught through this program are used regularly in client meetings.

Lori has presented for professional organizations, including the Vermont Bar Association (who affectionately termed her “Our favorite financial guru”), and the National Association of Divorce Financial Planners, of which she is co-President.

Being a life-long learner brings Lori joy, as does challenging herself to break through limits. She has sung on stage in front of 150 people, swum in Lake Champlain in all weather, and written and performed stand-up comedy. In her free time, she is a prolific writer of articles and essays for local and national publications and particularly enjoys making complex financial and legal concepts understandable. Lori is an animal lover and has been a vegetarian since 1984

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. Eva recently completed her Certified Financial Planner (CFP) curriculum at Boston Institute of Finance and is a candidate for her certification.

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.

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.

Jill is originally from upstate New York, but now lives in New Jersey and enjoys adventuring with her 10- year-old daughter, Fiona.