StraightLine is pleased to work with individuals and families who are seeking the services of an independent Financial Advisor for professional investment management and financial planning services.

Additionally, StraightLine works directly with employers to support the general education, communication, and advice needs of employees participating in their 401k, 403b, or 457 retirement plans.

It doesn't matter how you come to StraightLine, on your own or through your employer, you'll get the same high quality professional investment management and financial planning services, not just for your employer-sponsored retirement plans, but for all aspects of your financial life.

Over the years, we have developed a specialty serving those who serve others in the higher education and not-for-profit market.  We have served this market for over 15 years and know the unique needs of these individuals, as well as the nuances of their retirement plans. In particular, those offered through TIAA and Fidelity.

Whether you are an individual or an employer, StraightLine stands ready to support you through our Three Pillar Process: Educate. Plan. Invest.

Disclosure URL:  https://www.straightline.com/disclosures.html

Higher Education

Investment Management

Retirement

StraightLine

Mike Bisaro

Rob Rickey

Chris Turi

Jason Fisher

Doris Karras

Beth Mosshart

The Leadership Team at StraightLine comprises the President and CEO, Chief Operating Officer, Chief Compliance Officer, Vice President, and Chief Growth Officer. This team is responsible for setting the strategic direction of the company, ensuring regulatory compliance, driving operational efficiency, and fostering growth to deliver high-quality financial planning and investment management services to both individual clients and employer-sponsored retirement plans.

Leadership Team

Operations Team

Leadership Team

About

Team members

Other teams at StraightLine

Operations Team