Matthew Klein

Shelterbelt Advisors serves the sustainable food and farm community with personalized advice, planning and education. We are committed to the stewards of the earth – the farmers, food entrepreneurs, and the good folks who support that work – because we share in their vision of abundance, diversity, and regeneration. Who Are You? You are stewarding creation on your land and in your work. You are nourishing your community and feeding your family. You are spreading the seeds of your wealth. Who Are We? A financial planning and tax firm that can help you build real wealth from agriculture and food systems work, make smart money choices that support your values, and transform your wealth into a force for good. What Is real financial planning? It is.. Personal: Made just for you and your journey. Interpersonal: Open and honest for those you show up for. Community: Invites, includes and invests in people. System: Rooted and returned in multiple forms. Michael Grady Robertson is a Certified Financial Planner® Certificant and tax professional. He has been a farmer for twenty years. He lives in the Hudson Valley of New York on a fiber-focused sheep farm. His most recent vacation was to delightfully charming All Things Oz Museum in Chittenango, New York.

Alan Lax is a financial advisor at Ryefield Capital, LLC with 12 years of industry experience. He holds the Series 66 designation and has been associated with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2011. Ryefield Capital, LLC is an independent registered investment adviser that provides portfolio management and retirement planning services to individuals, professionals, and small businesses. The firm employs a combination of fundamental and technical analysis to pursue capital appreciation and utilizes tactical hedging when appropriate.

Robert Alonso is a financial advisor with Third Eye Associates, Ltd. He holds Series 63 and Series 65 registrations and has five years of industry experience. Prior to joining Third Eye Associates in 2021, he worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. Alonso also operates a side business selling items on eBay and is licensed as a life insurance agent. Third Eye Associates serves individual clients and their families, including affluent and high-net-worth households, by providing comprehensive financial life planning and implementation support. The firm emphasizes a goals- and values-based planning process with an extended discovery phase and refers clients to vetted third-party managers for investment management.

Elizabeth Jones is a financial advisor with Third Eye Associates, Ltd in Red Hook, NY. She holds Series 63 and Series 66 licenses and has 26 years of industry experience. Jones has been with Third Eye Associates since 2005. Third Eye Associates serves individual clients and their families, including affluent and high-net-worth households, providing comprehensive financial life planning and implementation support. The firm emphasizes a goals- and values-based planning process with an extended discovery phase and refers clients to vetted third-party managers for investment management when appropriate.

Rebecca Brown is a CFP® with 23 years of industry experience, currently serving as an advisor at Third Eye Associates, Ltd. Her prior roles include positions at Commonwealth Financial Network, DTRT Wealth, LLC, Alps Distributors, Inc., and Cramer Rosenthal McGlynn LLC. She is also the USA Director for the Tobacco Free Portfolios Foundation, a nonprofit focused on promoting tobacco-free finance policies. Third Eye Associates works with individual clients and their families, including affluent and high-net-worth households, offering comprehensive financial life planning and implementation support. The firm emphasizes a goals- and values-based planning process and refers clients to vetted third-party managers for investment management when appropriate.