Contact Information for TEA Support Team

Beth Jones, RLP®, AIF®, CeFT®

President, Registered Life Planner, Certified Financial Transitionist®
Financial Consultant
bjones@thirdeyeassociates.com

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
Financial Consultant

 

Jennifer McKinley
Chief of Staff, Life Planning Associate & 
Financial Transitionist®
jmckinley@thirdeyeassociates.com

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
Client Relations & Paraplanner
eross@thirdeyeassociates.com

From the executive offices of Time Warner to the boutique online video platform, Vimeo, Eva has honed her skills in logistics, event planning, Human Resources and employee relations. Eva earned her BA in Psychology at Boston University and is currently pursuing her Certified Financial Planner designation.

Financial Planning – cash flow, planning assignments & financial plan documents

Rob Alonso
Financial Consultant & Operations Manager 
ralonso@thirdeyeassociates.com

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.

Client Services – portfolio reviews, investment plans, account questions & transactions

Jill Schum
Client Service Manager & Marketing Associate
jschum@thirdeyeassociates.com

Jill's experience began as the Sales Assistant & CE Coordinator of a financial consulting firm in New Jersey. She has played supportive roles in managing several small businesses ranging from childcare/learning centers to health & beauty services. Jill has a bachelor's degree in Communications from Rutgers University - School of Communication, Information and Library Studies. She is also a Notary Public.

Scheduling & Operations - appointments, account questions & transactions

  

 

Ellie Krevolin
Office Manager & Client Service Associate
ekrevolin@thirdeyeassociates.com 

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