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
Co-Founder & Vice President, 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


Jennifer McKinley
Business Development, 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. 

My Financial Vault – linking, spending & budgeting questions

Financial Planning & Prospective Client


Eva Ross
Client Relations & Paraplanner 
[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


Tanya Davis
Executive Assistant & Office Manager

[email protected]

Tanya earned her AAS degree in Legal Secretarial/Office Technologies at SUNY/Westchester Community College and received her BS in Paralegal Studies and MS in Criminal Justice from Kaplan University. She is also a Notary Public.

Scheduling & Administration – appointments & secure document management