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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.

Third Eye Associates, Ltd. is happy to have Jennifer McKinley on our team. Her professional experience spans more than 30 years including business development, production, coaching and 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. In 2021, through the Financial Transitionist Institute, she has completed course work for her Financial Transitionist^® designation.

Jennifer holds an MBA from Fordham University and a BA from Rutgers University. She is also a board-certified Health Coach and has owned two nutrition-based businesses, Kingston Natural Foods 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. She also 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.

Rob joined our team in 2020 from JPMorgan Chase Bank. Rob has a strong skill set in both personal and business financial growth and is passionate about building relationships with clients. His determination, focus and friendly demeanor make for a perfect fit to expertly handle client services and operations for Third Eye Associates. 

Rob has a bachelor’s degree from Dominican College where he studied Business Administration Management and Diverse Communications. He holds a certification in Business Analytics from University of Pennsylvania, a certificate in Fundamentals of Financial Accounting from University of Virginia, Darden School of Business. 

Rob is an Investment Adviser Representative of Third Eye Associates, Ltd., a Registered Investment Adviser and he holds a Series 65 Securities license and a Life, Accidental & Health Insurance license. While at JPMorgan Chase, he held Series 6 and 63 Securities licenses.
 
In school, Rob was captain of the baseball team and later went on to play professional baseball. Now he enjoys playing golf and landscaping during his free time. Rob lives in Ulster County with his wife and baby boy.

Alison has been working in the banking industry since 2005, most recently as Assistant Branch Manager at National Bank of Coxsackie. With her prior experience primarily in loan departments, she brings and understanding of structured organization and exceptional customer service to Third Eye Associates

Alison has a bachelor’s degree in Dance from Mercyhurst University, having concentrated in Performance, Choreography, and Pedagogy. She danced professionally with Albany Berkshire Ballet from 2005 until her retirement in December of 2021.

Having an interest in the performing arts and believing an ideal day consists of a cat on her lap while knitting, Alison lives in Greene County with her husband, Brian, and their two children, Stella and Anderson.