Contact Information for TEA Support Team
Beth Jones, RLP®, AIF®, CeFT® President, Registered Life Planner, Certified Financial Transitionist® Beth has been a Financial Consultant for more than 20 years and is passionate about educating her clients on integrating their life and their money. Life Planning & Financial Transition Planning |
Jennifer McKinley Jennifer holds an MBA from Fordham University and a BA from Rutgers University. She is a board-certified Health Coach (CIHC) and has completed her Financial Transitionist course work from the Financial Transitionist Institute®. She is currently in training for the Registered Life Planner (RLP®) designation. Jennifer is also a Notary Public. Financial Transition, Planning & Prospective Clients My Financial Vault – spending & budgeting tutorials |
Eva Ross |
Rob Alonso 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 UPenn and a certificate in accounting from University of Virginia, Darden School of Business. |
Jill Schum Scheduling & Operations - appointments, account questions & transactions |
Ellie Krevolin With a BA in Mathematics from Alfred University, Ellie has worked in coding COBOL and Fortran for AT&T, in Consumer Credit Risk Management for Citibank and in consumer credit risk policy management , data analytics and project management at Equifax and Citizens Bank before making her escape from corporate life. Ellie is a Notary Public. Scheduling & Administration - appointments & secure document management |