Contact Information for TEA Support Team

Beth Jones, RLP®, AIF®, CeFT®

President, Registered Life Planner, Certified Financial Transitionist®
Financial Consultant
[email protected]

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

Susan Simon, CLTC
Co-Founder, Third Eye Associates, Ltd. & Finance Manager
[email protected]

Susan worked in finance since 1998, recently retired as a financial consultant and currently manages the firm's finances. She is also a Notary Public.

Finance – invoicing & payments

Lori Lustberg
Financial Consultant, Certified Financial Planner®
Certified Financial Transitionist®, Certified Divorce Financial Analyst®
[email protected]

Lori 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, became a mediator and Certified Divorce Financial Analyst® and opened her solo practice, Lori Lustberg, Esq. She earned her CERTIFIED FINANCIAL PLANNER™ (CFP®) designation in 2016 and her Certified Financial Transitionist (CeFT®) in 2022.

Financial Planning & Financial Transition Planning

Jennifer McKinley
Communications Director, Life Planning Associate & 
Financial Transitionist®
[email protected]

Jennifer holds an MBA from Fordham University and a BA from Rutgers University. She is a board-certified Health Coach and has completed her Financial Transitionist course work from the Financial Transitionist Institute®. She is also a Notary Public.

Financial Transition Planning & Prospective Clients

My Financial Vault – spending & budgeting questions

Eva Ross
Client Relations, Paraplanner & Marketing Associate
[email protected]

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 
[email protected]

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
[email protected]

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

Anise Pettersen
Office Manager & Client Service Associate
[email protected]

Anise is a SUNY Purchase grad with a knack for organization and photography. Currently, she is working on starting a non-profit foundation for Stroke Survivors that are also in the midst of Parenthood, and in need of childcare & PTSD therapy. A stroke survivor herself, she made the news when she survived a stroke, stayed aware during the entire ordeal, and was patient number 1 at Westchester on a new procedure.

Scheduling & Administration - appointments & secure document management