Contact Information for TEA Support Team

Headshot of Beth Jones

Beth Jones, RLP®, AIF®, CeFT®

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

Life Planning & Financial Transition Planning
Financial Consultant

Rob Alonso
Financial Consultant, Director of Investments
ralonso@thirdeyeassociates.com

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

Rebecca Brown
Financial Consultant 

Certified Financial Planner Practitioner 
rbrown@thirdeyeassociates.com

 

Eva Ross
Client Relations & Paraplanner
eross@thirdeyeassociates.com

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

Jill Schum
Operations Manager
jschum@thirdeyeassociates.com

Scheduling & Operations - appointments, account questions & transactions

Madeline Russo
Business Manager & Operations Associate
mrusso@thirdeyeassociates.com

 

Janet M. Cosh
Office Manager
jcosh@thirdeyeassociates.com